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AstraZeneca

603 hedge funds and large institutions have $19.8B invested in AstraZeneca in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

0.18% less ownership

Funds ownership: 17.03%16.85% (-0.18%)

2% less call options, than puts

Call options by funds: $88.9M | Put options by funds: $90.8M

5% less funds holding

Funds holding: 633603 (-30)

11% less capital invested

Capital invested by funds: $22.3B → $19.8B (-$2.53B)

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

28% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 85

Holders
603
Holders Change
-30
Holders Change %
-4.74%
% of All Funds
13.29%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
61
Increased
196
Reduced
223
Closed
85
Calls
$88.9M
Puts
$90.8M
Net Calls
-$1.9M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
551
Mercer Capital Advisers
New Jersey
$13K
CAN
552
Claraphi Advisory Network
United States
$13K +$13.6K +144 New
BEI
553
Benjamin Edwards Inc
Missouri
$13K +$14.1K +150 New
SL
554
Savior LLC
Massachusetts
$11K -$1.32K -14 -10%
HIA
555
Harbor Investment Advisory
Maryland
$11K
FCA
556
FinTrust Capital Advisors
South Carolina
$10K -$941 -10 -8%
AIC
557
Archer Investment Corporation
Indiana
$10K
FCB
558
First Command Bank
Texas
$10K
FCFS
559
First Command Financial Services
Texas
$10K
ME
560
McIlrath & Eck
Washington
$10K
TIM
561
Tortoise Investment Management
New York
$10K
LWM
562
Liberty Wealth Management
California
$10K +$1.41K +15 +15%
HS
563
Horan Securities
United States
$10K +$10.1K +107 New
OSNBOA
564
Old Second National Bank of Aurora
Illinois
$9K
GEA
565
Glen Eagle Advisors
New Jersey
$8.93K
CIAS
566
CBIZ Investment Advisory Services
Ohio
$8K
GSC
567
G&S Capital
Colorado
$8K
CCA
568
Column Capital Advisors
Indiana
$8K +$1.22K +13 +18%
BBHC
569
Brown Brothers Harriman & Co
New York
$8K +$3.01K +32 +51%
PFSC
570
Peoples Financial Services Corp
Pennsylvania
$7K
NL
571
NVWM LLC
Pennsylvania
$7K +$7.53K +80 New
FRA
572
Front Row Advisors
California
$6K -$377 -4 -7%
TL
573
TrueWealth LLC
Georgia
$6K
WB
574
West Bancorporation
Iowa
$6K
PCMK
575
Paragon Capital Management (Kansas)
Kansas
$6K +$6.4K +68 New

AZN Hedge Fund Activity: Q1 2020 in Review

603 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2020, worth a combined $19.8B — down 11% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of AZN and 61 opened new positions — a net loss of 24 holders — while 223 trimmed existing stakes and 196 added.

The largest buyer was Capital International Investors, adding an estimated $253M. The largest seller was Dodge & Cox, cutting an estimated $404M.

  • 603 institutional investors held AstraZeneca (AZN) as of Q1 2020, down from 633 in Q4 2019.
  • Funds reported $19.8B of AstraZeneca stock for Q1 2020, down 11% quarter-over-quarter.
  • 61 funds opened new AstraZeneca positions in Q1 2020 and 85 closed out, a net change of -24 holders.
  • The largest AstraZeneca buyer in Q1 2020 was Capital International Investors, an estimated $253M added.
  • The largest AstraZeneca seller in Q1 2020 was Dodge & Cox, an estimated $404M sold.

Based on aggregated 13F filings for Q1 2020.