AstraZeneca
AZN
633 hedge funds and large institutions have $22.3B invested in AstraZeneca in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 179 increasing their positions, 209 reducing their positions, and 30 closing their positions.
303% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 30
45% more call options, than puts
Call options by funds: $103M | Put options by funds: $71.3M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
14% more funds holding
Funds holding: 554 → 633 (+79)
9% more capital invested
Capital invested by funds: $20.4B → $22.3B (+$1.9B)
0.41% less ownership
Funds ownership: 17.44% → 17.03% (-0.41%)
14% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$297M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$232M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$50.4M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$39M |
| 5 |
Renaissance Technologies
New York
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$512M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$277M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$106M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$82M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$59.8M |
AZN Hedge Fund Activity: Q4 2019 in Review
633 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2019, worth a combined $22.3B — up 9.3% from $20.4B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new AZN positions and 30 closed out — a net gain of 91 holders — while 179 added to existing stakes and 209 trimmed.
The largest buyer was Capital International Investors, adding an estimated $297M. The largest seller was Dodge & Cox, cutting an estimated $512M.
- 633 institutional investors held AstraZeneca (AZN) as of Q4 2019, up from 554 in Q3 2019.
- Funds reported $22.3B of AstraZeneca stock for Q4 2019, up 9.3% quarter-over-quarter.
- 121 funds opened new AstraZeneca positions in Q4 2019 and 30 closed out, a net change of +91 holders.
- The largest AstraZeneca buyer in Q4 2019 was Capital International Investors, an estimated $297M added.
- The largest AstraZeneca seller in Q4 2019 was Dodge & Cox, an estimated $512M sold.
Based on aggregated 13F filings for Q4 2019.