We are live on ! Find out more
AZN icon

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
PB
551
Pinnacle Bancorp
Nebraska
$53K
SIC
552
Salem Investment Counselors
North Carolina
$53K
CFG
553
Capstone Financial Group
Oklahoma
$53K +$51.6K +500 New
LF
554
Lee Financial
Texas
$53K +$51.6K +500 New
WEC
555
Winslow Evans & Crocker
Massachusetts
$51K
EIP
556
Ellis Investment Partners
Pennsylvania
$51K +$19.6K +190 +65%
SFSIG
557
San Francisco Sentry Investment Group
California
$50K -$207 -2 -0.4%
CFGS
558
Concourse Financial Group Securities
Alabama
$49K +$2.69K +26 +6%
AF
559
Advisornet Financial
Minnesota
$49K +$13K +126 +37%
MHR
560
Matthew Hamilton Rosenberg
$49K +$47.7K +462 New
PH
561
Pinnacle Holdings
Oklahoma
$47.6K
M
562
MOTCO
Texas
$46K
PCIA
563
Prime Capital Investment Advisors
Kansas
$46K +$930 +9 +2%
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$15.8K +153 +55%
SWA
565
Sutton Wealth Advisors
Florida
$45.1K
FHA
566
First Horizon Advisors
Tennessee
$45K -$1.03K -10 -2%
WT
567
Washington Trust
Rhode Island
$42K
GAM
568
Gemmer Asset Management
California
$40K
OPS
569
Orion Portfolio Solutions
Nebraska
$39K
LWM
570
Lenox Wealth Management
Ohio
$38K
OC
571
Oakworth Capital
Alabama
$37K
CG
572
Cutler Group
California
$37K +$36.1K +350 New
KPW
573
Kore Private Wealth
New York
$36K -$1.34K -13 -4%
CFFP
574
Center for Financial Planning
Michigan
$36K
MRCM
575
M&R Capital Management
New Jersey
$36K

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.