We are live on ! Find out more
AZN icon

AstraZeneca

343 hedge funds and large institutions have $6.87B invested in AstraZeneca in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $140M | Put options by funds: $49.7M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

51% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 93

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $5.84B → $6.87B (+$1.03B)

4% more funds holding

Funds holding: 331343 (+12)

0.6% more ownership

Funds ownership: 9.87%10.47% (+0.6%)

Holders
343
Holders Change
+12
Holders Change %
+3.63%
% of All Funds
11.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.29%
New
49
Increased
140
Reduced
93
Closed
34
Calls
$140M
Puts
$49.7M
Net Calls
+$89.9M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.32B +$92.1M +1,834,080 +8%
Allianz Asset Management
2
Allianz Asset Management
Germany
$556M -$107M -2,138,081 -17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$357M +$37.5M +746,811 +12%
U
4
UBS
Switzerland
$295M +$22.1M +440,846 +8%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$255M -$1.62M -32,293 -0.7%
EIP
6
Epoch Investment Partners
New York
$214M +$48.5M +966,314 +31%
MAA
7
Managed Account Advisors
New Jersey
$210M -$31M -616,609 -13%
Federated Hermes
8
Federated Hermes
Pennsylvania
$209M +$16.5M +328,954 +9%
SCCM
9
Schafer Cullen Capital Management
New York
$197M +$4.18M +83,239 +2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$164M -$151M -3,005,328 -49%
LBA
11
Letko, Brosseau & Associates
Quebec, Canada
$160M +$1.98M +39,435 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$151M -$25.7M -511,900 -15%
Boston Partners
13
Boston Partners
Massachusetts
$136M +$127M +2,532,101 +2,695%
BIP
14
Brandes Investment Partners
California
$124M +$8.78M +174,818 +8%
PI
15
Putnam Investments
Massachusetts
$114M +$85.1M +1,695,258 +336%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$91M +$8.29M +165,065 +10%
Capital World Investors
17
Capital World Investors
California
$86.7M
ClearBridge Investments
18
ClearBridge Investments
New York
$84.2M +$81.3M +1,618,854 +83,662%
Wells Fargo
19
Wells Fargo
California
$80.6M +$1.76M +34,987 +2%
CCM
20
Cullen Capital Management
New York
$78.6M
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$77.9M -$5.88M -117,164 -7%
BA
22
BlackRock Advisors
Delaware
$69.3M +$17M +338,600 +34%
CS
23
Credit Suisse
Switzerland
$67.8M +$1.07M +21,367 +2%
BTS
24
BB&T Securities
Virginia
$62.8M -$295K -5,872 -5%
Capital Research Global Investors
25
Capital Research Global Investors
California
$60.8M +$58.8M +1,171,000 New

AZN Hedge Fund Activity: Q3 2013 in Review

343 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2013, worth a combined $6.87B — up 18% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AZN positions and 34 closed out — a net gain of 15 holders — while 140 added to existing stakes and 93 trimmed.

The largest buyer was Boston Partners, adding an estimated $127M. The largest seller was Arrowstreet Capital, cutting an estimated $151M.

  • 343 institutional investors held AstraZeneca (AZN) as of Q3 2013, up from 331 in Q2 2013.
  • Funds reported $6.87B of AstraZeneca stock for Q3 2013, up 18% quarter-over-quarter.
  • 49 funds opened new AstraZeneca positions in Q3 2013 and 34 closed out, a net change of +15 holders.
  • The largest AstraZeneca buyer in Q3 2013 was Boston Partners, an estimated $127M added.
  • The largest AstraZeneca seller in Q3 2013 was Arrowstreet Capital, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2013.