AstraZeneca
AZN
390 hedge funds and large institutions have $7.54B invested in AstraZeneca in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 108 reducing their positions, and 33 closing their positions.
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 108
15% more capital invested
Capital invested by funds: $6.54B → $7.54B (+$998M)
15% more call options, than puts
Call options by funds: $70.5M | Put options by funds: $61.5M
5% more funds holding
Funds holding: 371 → 390 (+19)
0.65% more ownership
Funds ownership: 8.13% → 8.79% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$386M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$77.9M |
| 3 |
HP
Holowesko Partners
Nassau,
Bahamas
|
+$54.5M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$45.9M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$43.9M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$42.6M |
| 3 |
Jennison Associates
New York
|
-$29.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$27.2M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$26.5M |
AZN Hedge Fund Activity: Q4 2015 in Review
390 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2015, worth a combined $7.54B — up 15% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AZN positions and 33 closed out — a net gain of 22 holders — while 137 added to existing stakes and 108 trimmed.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $386M. The largest seller was Arrowstreet Capital, cutting an estimated $43.9M.
- 390 institutional investors held AstraZeneca (AZN) as of Q4 2015, up from 371 in Q3 2015.
- Funds reported $7.54B of AstraZeneca stock for Q4 2015, up 15% quarter-over-quarter.
- 55 funds opened new AstraZeneca positions in Q4 2015 and 33 closed out, a net change of +22 holders.
- The largest AstraZeneca buyer in Q4 2015 was Dodge & Cox, an estimated $386M added.
- The largest AstraZeneca seller in Q4 2015 was Arrowstreet Capital, an estimated $43.9M sold.
Based on aggregated 13F filings for Q4 2015.