AstraZeneca
AZN
390 hedge funds and large institutions have $7.26B invested in AstraZeneca in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 42 closing their positions.
76% more call options, than puts
Call options by funds: $30.9M | Put options by funds: $17.5M
11% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 123
1.41% more ownership
Funds ownership: 8.79% → 10.2% (+1.4%)
5% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 42
0% more funds holding
Funds holding: 390 → 390 (0)
4% less capital invested
Capital invested by funds: $7.54B → $7.26B (-$277M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$429M |
| 2 |
Primecap Management
Pasadena,
California
|
+$363M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$90.5M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$76.3M |
| 2 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$67.9M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$52.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.7M |
| 5 |
TA
Tamarack Advisers
Carlsbad,
California
|
-$13.6M |
AZN Hedge Fund Activity: Q1 2016 in Review
390 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2016, worth a combined $7.26B — down 3.7% from $7.54B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AZN positions and 42 closed out — a net gain of 2 holders — while 136 added to existing stakes and 123 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $429M. The largest seller was Wellington Management Group, cutting an estimated $76.3M.
- 390 institutional investors held AstraZeneca (AZN) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $7.26B of AstraZeneca stock for Q1 2016, down 3.7% quarter-over-quarter.
- 44 funds opened new AstraZeneca positions in Q1 2016 and 42 closed out, a net change of +2 holders.
- The largest AstraZeneca buyer in Q1 2016 was Dodge & Cox, an estimated $429M added.
- The largest AstraZeneca seller in Q1 2016 was Wellington Management Group, an estimated $76.3M sold.
Based on aggregated 13F filings for Q1 2016.