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AstraZeneca
AZN

785 hedge funds and large institutions have $19.7B invested in AstraZeneca in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 271 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 6 → 18 (+12)

97% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 226

9% more funds holding

Funds holding: 722 → 785 (+63)

7% more call options, than puts

Call options by funds: $451M | Put options by funds: $420M

0.52% less ownership

Funds ownership: 15.52% → 15% (-0.52%)

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.63B)

Holders
785
Holders Change
+63
Holders Change %
+8.73%
% of All Funds
13.89%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
150
Increased
271
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$271M
2
GQG Partners
GQG Partners
Florida
+$244M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$199M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$163M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.12B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
3
Dodge & Cox
Dodge & Cox
California
-$609M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$186M
5
Capital International Investors
Capital International Investors
California
-$173M
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
526
Haverford Trust Company
Pennsylvania
$249K +$264K +2,495 New
TAIM
527
TD Ameritrade Investment Management
Nebraska
$245K +$9.53K +90 +4%
JWCA
528
J.W. Cole Advisors
Florida
$244K -$1.09M -10,254 -81%
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$242K +$2.54K +24 +1%
CRC
530
Curi RMB Capital
Illinois
$241K -$36.3K -343 -12%
AIFAIM
531
American Institute for Advanced Investment Management
Arizona
$241K – – –
PA
532
Procyon Advisors
Connecticut
$241K +$12.7K +120 +5%
CAG
533
Csenge Advisory Group
Florida
$241K +$255K +2,409 New
LAI
534
Legal Advantage Investments
California
$240K +$254K +2,400 New
EAM
535
Eagle Asset Management
Florida
$239K -$455K -4,299 -64%
ECM
536
Evergreen Capital Management
Washington
$237K +$7.52K +71 +3%
Bessemer Group
537
Bessemer Group
New Jersey
$233K +$71K +670 +40%
WCA
538
Westover Capital Advisors
Delaware
$230K -$23.9K -226 -9%
PCS
539
Personal CFO Solutions
New Jersey
$230K +$7.52K +71 +3%
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$226K -$15.4K -145 -6%
ATC
541
Argent Trust Co
Tennessee
$224K -$5.72K -54 -2%
CPIA
542
Cornell Pochily Investment Advisors
New York
$224K – – –
RSWM
543
Robertson Stephens Wealth Management
California
$224K – – –
GWSG
544
GPS Wealth Strategies Group
Colorado
$220K +$35.4K +334 +18%
PI
545
PEAK6 Investments
Illinois
$216K -$1.3M -12,267 -85%
LC
546
Lindbrook Capital
California
$216K -$5.93K -56 -3%
HNB
547
Huntington National Bank
Ohio
$215K -$86.5K -817 -28%
NQWM
548
Northwest Quadrant Wealth Management
Oregon
$215K – – –
MWM
549
Mission Wealth Management
California
$214K +$28.7K +271 +14%
SSB
550
Sandy Spring Bank
Maryland
$213K +$3.28K +31 +1%
20 21
22
23 24

AZN Hedge Fund Activity: Q4 2020 in Review

785 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2020, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new AZN positions and 76 closed out — a net gain of 74 holders — while 271 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Jennison Associates, cutting an estimated $1.12B.

  • 785 institutional investors held AstraZeneca (AZN) as of Q4 2020, up from 722 in Q3 2020.
  • Funds reported $19.7B of AstraZeneca stock for Q4 2020, down 12% quarter-over-quarter.
  • 150 funds opened new AstraZeneca positions in Q4 2020 and 76 closed out, a net change of +74 holders.
  • The largest AstraZeneca buyer in Q4 2020 was BlackRock, an estimated $271M added.
  • The largest AstraZeneca seller in Q4 2020 was Jennison Associates, an estimated $1.12B sold.

Based on aggregated 13F filings for Q4 2020.