AstraZeneca
AZN
451 hedge funds and large institutions have $10.9B invested in AstraZeneca in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 24 closing their positions.
308% more call options, than puts
Call options by funds: $138M | Put options by funds: $33.7M
248% more capital inflows, than outflows
Capital inflows: $1.94B | Capital outflows: $559M
242% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 24
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
29% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 120
13% more funds holding
Funds holding: 398 → 451 (+53)
3.33% more ownership
Funds ownership: 22.84% → 26.17% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$316M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 3 |
ClearBridge Investments
New York
|
+$171M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$146M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$212M |
| 2 |
Cambiar Investors
Denver,
Colorado
|
-$93.2M |
| 3 |
JP Morgan Chase
New York
|
-$42.5M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$31.8M |
| 5 |
HI
Honeywell International
Charlotte,
North Carolina
|
-$25.4M |
AZN Hedge Fund Activity: Q3 2016 in Review
451 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2016, worth a combined $10.9B — up 25% from $8.72B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new AZN positions and 24 closed out — a net gain of 58 holders — while 155 added to existing stakes and 120 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $316M. The largest seller was Arrowstreet Capital, cutting an estimated $212M.
- 451 institutional investors held AstraZeneca (AZN) as of Q3 2016, up from 398 in Q2 2016.
- Funds reported $10.9B of AstraZeneca stock for Q3 2016, up 25% quarter-over-quarter.
- 82 funds opened new AstraZeneca positions in Q3 2016 and 24 closed out, a net change of +58 holders.
- The largest AstraZeneca buyer in Q3 2016 was Dodge & Cox, an estimated $316M added.
- The largest AstraZeneca seller in Q3 2016 was Arrowstreet Capital, an estimated $212M sold.
Based on aggregated 13F filings for Q3 2016.