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AstraZeneca

559 hedge funds and large institutions have $19.3B invested in AstraZeneca in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 141 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $17.7B → $19.3B (+$1.65B)

1% more funds holding

Funds holding: 556559 (+3)

0.46% more ownership

Funds ownership: 18.37%18.83% (+0.46%)

10% less call options, than puts

Call options by funds: $91.5M | Put options by funds: $101M

38% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 228

Holders
559
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
12.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
77
Increased
141
Reduced
228
Closed
68
Calls
$91.5M
Puts
$101M
Net Calls
-$9.65M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$6.1M -$972K -12,333 -14%
WMSA
102
Weiss Multi-Strategy Advisers
New York
$6.07M -$197K -2,500 -3%
SGH
103
Sivik Global Healthcare
Connecticut
$6.07M +$575K +7,300 +11%
BPGAM
104
BTG Pactual Global Asset Management
Bermuda
$6.07M +$5.91M +75,000 New
PL
105
Parkwood LLC
Ohio
$5.86M +$5.71M +72,500 New
FTI
106
Fiduciary Trust International
Massachusetts
$5.69M -$5.6K -71 -0.1%
CSS
107
Cubist Systematic Strategies
Connecticut
$5.64M +$5.09M +64,639 +1,268%
TA
108
Teachers Advisors
New York
$5.53M -$25.3M -320,781 -82%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$5.43M +$481K +6,099 +10%
GF
110
Gabelli Funds
New York
$5.42M -$78.8K -1,000 -1%
BAMCO Inc
111
BAMCO Inc
New York
$5.34M -$2.02M -25,596 -28%
Kayne Anderson Rudnick Investment Management
112
Kayne Anderson Rudnick Investment Management
California
$5.3M +$33.7K +428 +0.7%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$5.11M +$79.2K +1,005 +2%
AII
114
AGF Investments Inc
Ontario, Canada
$5.09M +$2M +25,436 +68%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$5.08M -$252K -3,202 -5%
FAM
116
Fred Alger Management
New York
$4.9M +$670K +8,500 +16%
TI
117
Trexquant Investment
Connecticut
$4.67M +$4.55M +57,741 New
MWNA
118
Marshall Wace North America
New York
$4.64M +$4.52M +57,326 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$4.63M -$167K -2,122 -4%
PCC
120
Park Circle Company
Maryland
$4.63M
CS
121
Credit Suisse
Switzerland
$4.58M +$4.46M +56,614 New
BF
122
BOK Financial
Oklahoma
$4.53M -$214K -2,718 -5%
DWA
123
Dorsey Wright & Associates
California
$4.42M +$36.3K +461 +0.9%
SFI
124
Susquehanna Fundamental Investments
Pennsylvania
$4.39M +$2.34M +29,659 +120%
Barclays
125
Barclays
United Kingdom
$4.35M -$137K -1,742 -3%

AZN Hedge Fund Activity: Q1 2019 in Review

559 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2019, worth a combined $19.3B — up 9.4% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AZN positions and 68 closed out — a net gain of 9 holders — while 141 added to existing stakes and 228 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Bank of America, cutting an estimated $243M.

  • 559 institutional investors held AstraZeneca (AZN) as of Q1 2019, up from 556 in Q4 2018.
  • Funds reported $19.3B of AstraZeneca stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 77 funds opened new AstraZeneca positions in Q1 2019 and 68 closed out, a net change of +9 holders.
  • The largest AstraZeneca buyer in Q1 2019 was Winslow Capital Management, an estimated $246M added.
  • The largest AstraZeneca seller in Q1 2019 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.