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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
BCM
51
Becker Capital Management
Oregon
$34.4M -$7.57M -73,315 -18%
PHS
52
PFM Health Sciences
California
$33.6M +$32.8M +317,800 New
Deutsche Bank
53
Deutsche Bank
Germany
$33.3M +$44K +426 +0.1%
ZIC
54
ZWJ Investment Counsel
Georgia
$31.6M -$6.38M -61,733 -17%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$30.8M +$3.31M +32,066 +12%
Two Sigma Investments
56
Two Sigma Investments
New York
$30.3M +$24.9M +241,244 +529%
EP
57
Eversept Partners
New York
$29.7M +$10.8M +104,800 +59%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$29.4M -$1.34M -13,019 -4%
CAM
59
Cidel Asset Management
Ontario, Canada
$28M -$11.4M -110,115 -29%
TAM
60
Trillium Asset Management
Massachusetts
$25.9M +$2.78M +26,928 +12%
BPC
61
Banque Pictet & Cie
Switzerland
$23.8M -$141K -1,362 -1%
PNAA
62
Pictet North America Advisors
Switzerland
$23.8M -$141K -1,362 -1%
BCPEMI
63
Bain Capital Public Equity Management II
Massachusetts
$23.3M +$22.7M +220,144 New
William Blair & Company
64
William Blair & Company
Illinois
$23.1M -$111K -1,073 -0.5%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$20.6M -$53K -513 -0.3%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$20.5M +$123K +1,195 +0.6%
Citigroup
67
Citigroup
New York
$18.9M -$1.3M -12,611 -7%
Ameriprise
68
Ameriprise
Minnesota
$18.4M -$1.16M -11,245 -6%
VCM
69
Vigilant Capital Management
Maine
$17.5M +$181K +1,754 +1%
APM
70
Avidity Partners Management
Texas
$17.2M +$16.8M +162,995 New
Charles Schwab
71
Charles Schwab
California
$16.9M -$8.97M -86,850 -35%
Holocene Advisors
72
Holocene Advisors
New York
$16.7M +$16.3M +158,126 New
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$16.5M -$8.07M -78,175 -33%
PNC
74
Park National Corp
Ohio
$16.1M -$654K -6,337 -4%
BAMCO Inc
75
BAMCO Inc
New York
$15.5M +$5.45M +52,800 +56%

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.