AstraZeneca
AZN
388 hedge funds and large institutions have $7.81B invested in AstraZeneca in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 168 reducing their positions, and 41 closing their positions.
96% more call options, than puts
Call options by funds: $181M | Put options by funds: $92.7M
29% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 41
2% more funds holding
Funds holding: 380 → 388 (+8)
0.9% less ownership
Funds ownership: 10.44% → 9.54% (-0.9%)
2% less capital invested
Capital invested by funds: $8.01B → $7.81B (-$199M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
38% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 168
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$232M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$127M |
| 3 |
Jennison Associates
New York
|
+$73.1M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
+$26.2M |
| 5 |
Millennium Management
New York
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$219M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$111M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.9M |
| 4 |
Renaissance Technologies
New York
|
-$83.1M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$75.6M |
AZN Hedge Fund Activity: Q1 2014 in Review
388 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2014, worth a combined $7.81B — down 2.5% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new AZN positions and 41 closed out — a net gain of 12 holders — while 105 added to existing stakes and 168 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $232M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $219M sold.
- 388 institutional investors held AstraZeneca (AZN) as of Q1 2014, up from 380 in Q4 2013.
- Funds reported $7.81B of AstraZeneca stock for Q1 2014, down 2.5% quarter-over-quarter.
- 53 funds opened new AstraZeneca positions in Q1 2014 and 41 closed out, a net change of +12 holders.
- The largest AstraZeneca buyer in Q1 2014 was Wellington Management Group, an estimated $232M added.
- The largest AstraZeneca seller in Q1 2014 was Hotchkis & Wiley Capital Management, an estimated $219M sold.
Based on aggregated 13F filings for Q1 2014.