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AstraZeneca
AZN

403 hedge funds and large institutions have $7.09B invested in AstraZeneca in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $958M | Put options by funds: $511M

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

23% more capital invested

Capital invested by funds: $5.76B → $7.09B (+$1.34B)

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more ownership

Funds ownership: 6.39% → 7.39% (+1%)

0% more funds holding

Funds holding: 401 → 403 (+2)

10% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 136

Holders
403
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
10.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
56
Increased
123
Reduced
136
Closed
49
Calls
$958M
Puts
$511M
Net Calls
+$447M
Net Calls Change
+$28.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$457M
2
Bank of America
Bank of America
North Carolina
+$267M
3
MAA
Managed Account Advisors
New Jersey
+$131M
4
TCIM
TIAA CREF Investment Management
New York
+$110M
5
Jennison Associates
Jennison Associates
New York
+$68.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$83.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$73.6M
3
Morgan Stanley
Morgan Stanley
New York
-$67.8M
4
Barclays
Barclays
United Kingdom
-$46.7M
5
SCCM
Schafer Cullen Capital Management
New York
-$42.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.35B +$457M +6,386,646 +24%
ACM
2
Americafirst Capital Management
California
$511M +$520K +7,258 New
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$320M +$11.7M +163,002 +4%
Bank of America
4
Bank of America
North Carolina
$305M +$267M +3,729,784 +616%
MAA
5
Managed Account Advisors
New Jersey
$209M +$131M +1,828,510 +161%
PI
6
Putnam Investments
Massachusetts
$198M +$4.48M +62,570 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$161M +$31.6M +440,800 +24%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$159M -$33.8M -472,588 -17%
Capital International Investors
9
Capital International Investors
California
$139M +$29.1M +406,730 +26%
TCIM
10
TIAA CREF Investment Management
New York
$134M +$110M +1,535,585 +425%
SCCM
11
Schafer Cullen Capital Management
New York
$120M -$42.8M -597,671 -26%
UBS Group
12
UBS Group
Switzerland
$119M +$121M +1,692,328 New
BIM
13
BlackRock Investment Management
Delaware
$116M +$49.1M +685,058 +71%
EIP
14
Epoch Investment Partners
New York
$96.8M +$1.27M +17,714 +1%
BA
15
BlackRock Advisors
Delaware
$91.4M +$52.9M +738,220 +132%
Millennium Management
16
Millennium Management
New York
$75.9M +$64.8M +904,479 +518%
JP Morgan Chase
17
JP Morgan Chase
New York
$68M -$73.6M -1,027,622 -52%
Jennison Associates
18
Jennison Associates
New York
$67M +$68.2M +952,529 New
Ameriprise
19
Ameriprise
Minnesota
$65.8M +$53.1M +741,920 +385%
Morgan Stanley
20
Morgan Stanley
New York
$62.9M -$67.8M -946,806 -51%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$60.7M +$4.51M +63,051 +8%
TA
22
Teachers Advisors
New York
$57.2M +$54.9M +766,435 +1,670%
AAMU
23
Amundi Asset Management US
Massachusetts
$53.1M +$37.7M +527,106 +232%
CCM
24
Cullen Capital Management
New York
$52.9M -$78.8K -1,100 -0.1%
SA
25
Smithwood Advisers
California
$52.7M -$129K -1,800 -0.2%
1
2 3 4 5

AZN Hedge Fund Activity: Q4 2014 in Review

403 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2014, worth a combined $7.09B — up 23% from $5.76B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AZN positions and 49 closed out — a net gain of 7 holders — while 123 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Susquehanna International Group, cutting an estimated $83.6M.

  • 403 institutional investors held AstraZeneca (AZN) as of Q4 2014, up from 401 in Q3 2014.
  • Funds reported $7.09B of AstraZeneca stock for Q4 2014, up 23% quarter-over-quarter.
  • 56 funds opened new AstraZeneca positions in Q4 2014 and 49 closed out, a net change of +7 holders.
  • The largest AstraZeneca buyer in Q4 2014 was Wellington Management Group, an estimated $457M added.
  • The largest AstraZeneca seller in Q4 2014 was Susquehanna International Group, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2014.