We are live on ! Find out more
AZN icon

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
Connor, Clark & Lunn Investment Management (CC&L)
126
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.84M +$5.7M +55,175 New
AllianceBernstein
127
AllianceBernstein
Tennessee
$5.73M +$1.48M +14,326 +36%
WMSA
128
Weiss Multi-Strategy Advisers
New York
$5.55M -$735K -7,121 -12%
Macquarie Group
129
Macquarie Group
Australia
$5.44M +$1.06M +10,239 +25%
PAM
130
Panagora Asset Management
Massachusetts
$5.42M +$2.03M +19,686 +62%
CM
131
Caption Management
Oklahoma
$5.39M +$5.26M +50,975 New
Squarepoint
132
Squarepoint
New York
$5.33M +$5.21M +50,419 New
CS
133
Credit Suisse
Switzerland
$5.22M +$5.09M +49,325 New
RJFSA
134
Raymond James Financial Services Advisors
Florida
$5.16M -$1.31M -12,731 -21%
KCM
135
Kornitzer Capital Management
Kansas
$4.97M +$261K +2,529 +6%
LSV Asset Management
136
LSV Asset Management
Illinois
$4.93M -$723K -7,000 -13%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$4.93M +$524K +5,070 +12%
AIA
138
Avalon Investment & Advisory
Texas
$4.87M -$1.12M -10,831 -19%
JIR
139
James Investment Research
Ohio
$4.84M +$4.73M +45,771 +208,050%
State Street
140
State Street
Massachusetts
$4.83M +$279K +2,704 +6%
BIM
141
Bogle Investment Management
Massachusetts
$4.82M +$4.71M +45,573 New
BBA
142
BLB&B Advisors
Pennsylvania
$4.73M -$331K -3,206 -7%
ECM
143
ETrade Capital Management
Virginia
$4.62M +$2.23M +21,626 +98%
US Bancorp
144
US Bancorp
Minnesota
$4.54M -$70.8K -686 -2%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$4.45M -$394K -3,815 -8%
DWA
146
Dorsey Wright & Associates
California
$4.3M -$339K -3,284 -7%
GF
147
Gabelli Funds
New York
$4.18M -$671K -6,500 -14%
WC
148
Wexford Capital
Florida
$4.14M +$4.04M +39,166 New
SC
149
SouthState Corp
Florida
$4.1M +$620K +6,006 +18%
GCM
150
Gunderson Capital Management
South Carolina
$4.06M +$3.55M +34,405 +869%

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.