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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
TFGT
601
TS Financial Group (TSFG)
Illinois
$20K
LWANC
602
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K +$19.4K +188 New
WLPWM
603
Walled Lake Planning & Wealth Management
Illinois
$20K +$19.5K +189 New
TWA
604
TCI Wealth Advisors
Arizona
$20K +$19.6K +190 New
PCFFS
605
Pacific Center for Financial Services
California
$19K
SCA
606
Stonebridge Capital Advisors
Minnesota
$19K
MFT
607
Moisand Fitzgerald Tamayo
Florida
$18K
TF
608
Tompkins Financial
New York
$17K
BEI
609
Benjamin Edwards Inc
Missouri
$16K
MCA
610
Mercer Capital Advisers
New Jersey
$16K
AWM
611
Atticus Wealth Management
Florida
$16K +$15.5K +150 New
LDFR
612
Lehman & Derafelo Financial Resources
Pennsylvania
$16K +$15.5K +150 New
CTB
613
Country Trust Bank
Illinois
$15K
ME
614
McIlrath & Eck
Washington
$15K +$3.1K +30 +26%
PO
615
Private Ocean
California
$13K -$152K -1,469 -92%
HIA
616
Harbor Investment Advisory
Maryland
$12K
TIM
617
Tortoise Investment Management
New York
$12K
TRCT
618
Tower Research Capital (TRC)
New York
$11K -$461K -4,466 -98%
HS
619
Horan Securities
United States
$11K
OSNBOA
620
Old Second National Bank of Aurora
Illinois
$11K
THWM
621
Taylor Hoffman Wealth Management
Virginia
$11K +$10.3K +100 New
HFS
622
Hantz Financial Services
Michigan
$11K +$10.5K +102 New
AIC
623
Archer Investment Corporation
Indiana
$10.6K -$1.55K -15 -13%
GEA
624
Glen Eagle Advisors
New Jersey
$10.6K
CFD
625
Creative Financial Designs
Indiana
$10K +$9.5K +92 New

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.