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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
HC
676
HNP Capital
New York
-$511K -5,101 Closed
PCP
677
Proficio Capital Partners
Massachusetts
-$410K -4,594 Closed
QT
678
Quantbot Technologies
New York
-$397K -4,454 Closed
VC
679
Veracity Capital
Georgia
-$397K -4,444 Closed
FC
680
FORA Capital
Florida
-$375K -4,198 Closed
TAM
681
Tocqueville Asset Management
New York
-$374K -4,184 Closed
PSP
682
Principal Street Partners
Tennessee
-$364K -4,074 Closed
X
683
Xponance
Pennsylvania
-$604K -3,376 Closed
CCA
684
Cobblestone Capital Advisors
New York
-$300K -3,355 Closed
MS
685
Maven Securities
Jersey
-$285K -3,195 Closed
AIP
686
Almanack Investment Partners
Pennsylvania
-$485K -2,770 Closed
BSW
687
Buckingham Strategic Wealth
Missouri
-$220K -2,466 Closed
EWA
688
EP Wealth Advisors
California
-$207K -2,313 Closed
TSS
689
Two Sigma Securities
New York
-$205K -2,295 Closed
PAA
690
Peregrine Asset Advisers
Oregon
-$143K -1,600 Closed
KFI
691
Key Financial Inc
Pennsylvania
-$142K -1,596 Closed
AT
692
Arden Trust
Delaware
-$123K -1,375 Closed
AIC
693
Ameritas Investment Company
Nebraska
-$47K -528 Closed
QAM
694
QCI Asset Management
New York
-$45K -509 Closed
GSWM
695
Golden State Wealth Management
California
-$31K -350 Closed
Kayne Anderson Rudnick Investment Management
696
Kayne Anderson Rudnick Investment Management
California
-$28K -310 Closed
OFG
697
OmniStar Financial Group
North Carolina
-$26K -295 Closed
AWA
698
Arkadios Wealth Advisors
Georgia
-$24.2K -271 Closed
RFM
699
Royal Fund Management
Florida
-$20K -228 Closed
FA
700
Fortis Advisors
Pennsylvania
-$20K -225 Closed

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.