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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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$2.01M +$1.93M +24,481 +6,310%
QT
177
Quantbot Technologies
New York
$1.98M +$1.8M +22,837 +1,391%
WP
178
WealthPLAN Partners
Nebraska
$1.95M +$53.8K +682 +3%
SIS
179
Susquehanna International Securities
Ireland
$1.93M -$283K -3,589 -13%
BG
180
Bollard Group
Massachusetts
$1.91M +$39.6K +503 +2%
PP
181
Prospector Partners
Connecticut
$1.86M -$548K -6,950 -23%
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$1.85M +$50K +634 +3%
AG
183
Advisor Group
Arizona
$1.8M -$905K -11,488 -34%
KCM
184
Kornitzer Capital Management
Kansas
$1.75M +$1.71M +21,700 New
BOPW
185
Brandywine Oak Private Wealth
Pennsylvania
$1.73M -$78.1K -991 -4%
Creative Planning
186
Creative Planning
Kansas
$1.73M -$117K -1,482 -6%
CCP
187
Corient Capital Partners
California
$1.71M -$141K -1,791 -8%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$1.71M +$1.67M +21,130 New
CA
189
Continental Advisors
Utah
$1.69M -$1.44M -18,233 -47%
MYIA
190
Mount Yale Investment Advisors
Colorado
$1.67M -$105K -1,334 -6%
SVWA
191
Sound View Wealth Advisors
Georgia
$1.66M -$184K -2,338 -10%
HSBC Holdings
192
HSBC Holdings
United Kingdom
$1.65M -$668K -8,478 -29%
NA
193
Navellier & Associates
Nevada
$1.64M -$394 -5 -0%
SI
194
Stephens Inc
Arkansas
$1.63M -$2.23M -28,267 -58%
VIA
195
Vident Investment Advisory
Georgia
$1.63M -$3.39K -43 -0.2%
GG
196
Gofen & Glossberg
Illinois
$1.62M -$10.1K -128 -0.6%
SSA
197
Schonfeld Strategic Advisors
New York
$1.58M +$1.54M +19,500 New
Fiera Capital (Canada)
198
Fiera Capital (Canada)
Quebec, Canada
$1.56M -$166K -2,100 -10%
WAM
199
World Asset Management
Michigan
$1.55M
B
200
Bailard
California
$1.51M +$1.47M +18,630 New

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.