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AstraZeneca

668 hedge funds and large institutions have $22.7B invested in AstraZeneca in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 215 increasing their positions, 209 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $349M | Put options by funds: $128M

135% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 49

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

11% more funds holding

Funds holding: 603668 (+65)

3% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 209

0.54% less ownership

Funds ownership: 16.85%16.31% (-0.54%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
668
Holders Change
+65
Holders Change %
+10.78%
% of All Funds
13.7%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
115
Increased
215
Reduced
209
Closed
49
Calls
$349M
Puts
$128M
Net Calls
+$221M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
526
Sullivan, Bruyette, Speros & Blaney
Virginia
$118K +$115K +1,117 New
BL
527
Balentine LLC
Georgia
$108K +$106K +1,026 New
EW
528
Evoke Wealth
California
$99K
FFC
529
First Financial Corp
Indiana
$93K
DWA
530
Dougherty Wealth Advisers
Minnesota
$91K
Toronto Dominion Bank
531
Toronto Dominion Bank
Ontario, Canada
$88K +$23.8K +230 +38%
BCA
532
Berman Capital Advisors
Georgia
$88K +$42.4K +411 +95%
GRP
533
Global Retirement Partners
California
$86K +$24.9K +241 +42%
TPWA
534
TRUE Private Wealth Advisors
Oregon
$84K
BWA
535
Burt Wealth Advisors
Maryland
$82K
CFG
536
CKW Financial Group
Hawaii
$80K -$5.16K -50 -6%
CCM
537
Covington Capital Management
California
$79K
RWA
538
Ropes Wealth Advisors
Massachusetts
$78K -$7.44K -72 -9%
CIM
539
Contravisory Investment Management
Massachusetts
$69K -$1.76K -17 -3%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$68K +$6.61K +64 +11%
AWA
541
Artemis Wealth Advisors
New York
$65.4K
FWM
542
Focused Wealth Management
New York
$63K
TSW
543
Thompson Siegel & Walmsley
Virginia
$60K
RMC
544
Resources Management Corp
Connecticut
$58K
SIAS
545
Shine Investment Advisory Services
Colorado
$57K -$3.1K -30 -5%
PMFA
546
Plante Moran Financial Advisors
Michigan
$56K -$21.9K -212 -29%
WPA
547
West Paces Advisors
Georgia
$54.2K
SNT
548
Security National Trust
West Virginia
$54K
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K
OIA
550
Optimum Investment Advisors
Illinois
$53K

AZN Hedge Fund Activity: Q2 2020 in Review

668 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2020, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZN positions and 49 closed out — a net gain of 66 holders — while 215 added to existing stakes and 209 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $137M. The largest seller was Wellington Management Group, cutting an estimated $662M.

  • 668 institutional investors held AstraZeneca (AZN) as of Q2 2020, up from 603 in Q1 2020.
  • Funds reported $22.7B of AstraZeneca stock for Q2 2020, up 15% quarter-over-quarter.
  • 115 funds opened new AstraZeneca positions in Q2 2020 and 49 closed out, a net change of +66 holders.
  • The largest AstraZeneca buyer in Q2 2020 was Arrowstreet Capital, an estimated $137M added.
  • The largest AstraZeneca seller in Q2 2020 was Wellington Management Group, an estimated $662M sold.

Based on aggregated 13F filings for Q2 2020.