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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
CWC
626
Carolinas Wealth Consulting
North Carolina
$10K +$9.71K +94 New
HFM
627
Harvest Fund Management
China
$10K +$10.4K +101 New
LWM
628
Liberty Wealth Management
California
$9K -$2.58K -25 -22%
NL
629
NVWM LLC
Pennsylvania
$8K
PFSC
630
Peoples Financial Services Corp
Pennsylvania
$8K
WB
631
West Bancorporation
Iowa
$8K
CHA
632
Carmichael Hill & Associates
Maryland
$8K +$2.58K +25 +50%
FMP
633
Financial Management Professionals
Texas
$8K +$7.85K +76 New
KFS
634
Kelly Financial Services
Massachusetts
$7.83K +$3.1K +30 +68%
FCA
635
FinTrust Capital Advisors
South Carolina
$7K -$4.44K -43 -39%
BBHC
636
Brown Brothers Harriman & Co
New York
$7K -$3.31K -32 -34%
TL
637
TrueWealth LLC
Georgia
$7K
ABC
638
Associated Banc-Corp
Wisconsin
$7K +$930 +9 +16%
GFPC
639
Global Financial Private Client
Florida
$6.03K
FRA
640
Front Row Advisors
California
$6K -$207 -2 -4%
SIS
641
Sound Income Strategies
Florida
$6K
SC
642
Stralem & Co
New York
$6K
KTC
643
Kistler-Tiffany Companies
Pennsylvania
$5K -$12.1K -117 -70%
DAM
644
Delta Asset Management
Tennessee
$5K
LWA
645
Lowe Wealth Advisors
Maryland
$5K
SMG
646
Spectrum Management Group
Indiana
$5K
HIM
647
Hillsdale Investment Management
Ontario, Canada
$5K +$4.65K +45 New
GCM
648
Gables Capital Management
Florida
$5K +$5.16K +50 New
LWA
649
Lenox Wealth Advisors
New York
$4K
NCM
650
New Capital Management
Texas
$4K

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.