AstraZeneca
AZN
450 hedge funds and large institutions have $8.63B invested in AstraZeneca in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 74 closing their positions.
177% more call options, than puts
Call options by funds: $211M | Put options by funds: $76.1M
4% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 74
0% less funds holding
Funds holding: 451 → 450 (-1)
0.61% less ownership
Funds ownership: 13.09% → 12.48% (-0.61%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
21% less capital invested
Capital invested by funds: $10.9B → $8.63B (-$2.25B)
29% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$262M |
| 2 |
Primecap Management
Pasadena,
California
|
+$246M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$211M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42M |
| 5 |
Jennison Associates
New York
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$451M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
-$148M |
| 3 |
ClearBridge Investments
New York
|
-$131M |
| 4 |
Renaissance Technologies
New York
|
-$122M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$96.1M |
AZN Hedge Fund Activity: Q4 2016 in Review
450 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2016, worth a combined $8.63B — down 21% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new AZN positions and 74 closed out — a net gain of 3 holders — while 115 added to existing stakes and 161 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $262M. The largest seller was Wellington Management Group, cutting an estimated $451M.
- 450 institutional investors held AstraZeneca (AZN) as of Q4 2016, down from 451 in Q3 2016.
- Funds reported $8.63B of AstraZeneca stock for Q4 2016, down 21% quarter-over-quarter.
- 77 funds opened new AstraZeneca positions in Q4 2016 and 74 closed out, a net change of +3 holders.
- The largest AstraZeneca buyer in Q4 2016 was T. Rowe Price Associates, an estimated $262M added.
- The largest AstraZeneca seller in Q4 2016 was Wellington Management Group, an estimated $451M sold.
Based on aggregated 13F filings for Q4 2016.