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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
BSW
551
Buckingham Strategic Wealth
Missouri
$213K +$20.1K +190 +10%
D
552
Diversified
Delaware
$213K +$206K +1,943 New
MW
553
Marcum Wealth
Ohio
$213K +$226K +2,129 New
GDP
554
Great Diamond Partners
Maine
$212K -$81.2K -767 -27%
TCOV
555
Trust Company of Vermont
Vermont
$212K -$18.2K -172 -7%
AWM
556
Altus Wealth Management
Kentucky
$212K – – –
CAM
557
Cypress Asset Management
Texas
$212K – – –
PP
558
PDS Planning
Ohio
$212K +$17.9K +169 +9%
RIA
559
Regal Investment Advisors
Michigan
$209K +$221K +2,091 New
WI
560
WrapManager Inc
California
$205K -$14K -132 -6%
ICG
561
InterOcean Capital Group
Tennessee
$205K +$218K +2,054 New
MCC
562
Money Concepts Capital
Florida
$203K +$215K +2,026 New
HI
563
Hudock Inc
Pennsylvania
$199K -$33K -312 -14%
FFG
564
Fortem Financial Group
California
$197K -$180K -1,700 -46%
AssetMark Inc
565
AssetMark Inc
California
$195K -$4.13K -39 -2%
KPCM
566
Kings Point Capital Management
New York
$192K +$38.7K +365 +23%
CCC
567
Crescent Capital Consulting
Louisiana
$190K +$201K +1,901 New
MMG
568
Monetary Management Group
Missouri
$175K – – –
ST
569
Smithfield Trust
Pennsylvania
$173K -$109K -1,032 -37%
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$170K +$26.5K +250 +17%
BA
571
Bellwether Advisors
Nebraska
$168K +$179K +1,690 New
PFGIA
572
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$132K +1,249 +302%
JFA
573
JNBA Financial Advisors
Minnesota
$156K – – –
VFA
574
Valeo Financial Advisors
Indiana
$154K +$3.6K +34 +2%
IAIM
575
International Assets Investment Management
Florida
$153K +$162K +1,527 New
21 22
23
24 25

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.