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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
NIMC
576
NWQ Investment Management Company
California
$33.6K -$1.18M -11,391 -3%
EWM
577
Endurance Wealth Management
Rhode Island
$33K
AF
578
Allworth Financial
California
$32K +$25.8K +250 +500%
TH
579
TCTC Holdings
Texas
$32K +$31K +300 New
CIA
580
Cascade Investment Advisors
Oregon
$31.7K
CFG
581
Citizens Financial Group
Rhode Island
$30K
CT
582
Caldwell Trust
Florida
$28.6K -$103 -1 -0.4%
RBC
583
Roble Belko & Company
Pennsylvania
$28K
CCA
584
Column Capital Advisors
Indiana
$28K +$18.5K +179 +206%
PFO
585
Pathstone Family Office
New Jersey
$27K
BWM
586
BerganKDV Wealth Management
Minnesota
$27K +$5.27K +51 +25%
HFA
587
HC Financial Advisors
California
$26K
IBOK
588
Independence Bank of Kentucky
Kentucky
$26K
ATC
589
Adirondack Trust Company
New York
$26K +$2.89K +28 +13%
AWM
590
Apollon Wealth Management
South Carolina
$25K +$24.9K +241 New
BC
591
Bartlett & Co
Ohio
$24K -$1.24K -12 -5%
BAM
592
Barrett Asset Management
New York
$24K +$23.2K +225 New
BCWM
593
Bartlett & Co Wealth Management
Ohio
$24K -$1.24K -12 -5%
PWMG
594
Prestige Wealth Management Group
New Jersey
$23K -$1.45K -14 -6%
VNA
595
Valley National Advisers
Pennsylvania
$23K
KWM
596
Keebeck Wealth Management
Illinois
$22K +$22.2K +215 New
BWA
597
BDO Wealth Advisors
Florida
$21K
SIM
598
Sonora Investment Management
Arizona
$21K
AIM
599
Anchor Investment Management
South Carolina
$20.4K
OAJ
600
Ogorek Anthony Joseph
New York
$20K

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.