AstraZeneca
AZN
386 hedge funds and large institutions have $6.15B invested in AstraZeneca in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 57 closing their positions.
158% more call options, than puts
Call options by funds: $129M | Put options by funds: $50.2M
0.28% less ownership
Funds ownership: 7.39% → 7.12% (-0.28%)
4% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 131
4% less funds holding
Funds holding: 404 → 386 (-18)
6% less capital invested
Capital invested by funds: $6.57B → $6.15B (-$416M)
25% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 57
60% less funds holding in top 10
Funds holding in top 10: 10 → 4 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$144M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$124M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$76.6M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$70M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$67.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$307M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$118M |
| 3 |
TA
Teachers Advisors
New York
|
-$54.5M |
| 4 |
SA
Smithwood Advisers
Los Angeles,
California
|
-$52.7M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$52.4M |
AZN Hedge Fund Activity: Q1 2015 in Review
386 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2015, worth a combined $6.15B — down 6.3% from $6.57B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of AZN and 43 opened new positions — a net loss of 14 holders — while 131 trimmed existing stakes and 126 added.
The largest buyer was Capital International Investors, adding an estimated $144M. The largest seller was Arrowstreet Capital, cutting an estimated $307M.
- 386 institutional investors held AstraZeneca (AZN) as of Q1 2015, down from 404 in Q4 2014.
- Funds reported $6.15B of AstraZeneca stock for Q1 2015, down 6.3% quarter-over-quarter.
- 43 funds opened new AstraZeneca positions in Q1 2015 and 57 closed out, a net change of -14 holders.
- The largest AstraZeneca buyer in Q1 2015 was Capital International Investors, an estimated $144M added.
- The largest AstraZeneca seller in Q1 2015 was Arrowstreet Capital, an estimated $307M sold.
Based on aggregated 13F filings for Q1 2015.