AstraZeneca
AZN
503 hedge funds and large institutions have $13.4B invested in AstraZeneca in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 173 increasing their positions, 109 reducing their positions, and 46 closing their positions.
113% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 46
59% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 109
44% more call options, than puts
Call options by funds: $192M | Put options by funds: $133M
11% more funds holding
Funds holding: 455 → 503 (+48)
5% more capital invested
Capital invested by funds: $12.7B → $13.4B (+$651M)
0.39% more ownership
Funds ownership: 14.82% → 15.21% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 2 |
Primecap Management
Pasadena,
California
|
+$86.9M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$79.5M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$59.2M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$109M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$97.4M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$40.4M |
| 4 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$34.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.4M |
AZN Hedge Fund Activity: Q4 2017 in Review
503 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2017, worth a combined $13.4B — up 5.1% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new AZN positions and 46 closed out — a net gain of 52 holders — while 173 added to existing stakes and 109 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was Bank of America, cutting an estimated $109M.
- 503 institutional investors held AstraZeneca (AZN) as of Q4 2017, up from 455 in Q3 2017.
- Funds reported $13.4B of AstraZeneca stock for Q4 2017, up 5.1% quarter-over-quarter.
- 98 funds opened new AstraZeneca positions in Q4 2017 and 46 closed out, a net change of +52 holders.
- The largest AstraZeneca buyer in Q4 2017 was Fidelity Investments, an estimated $146M added.
- The largest AstraZeneca seller in Q4 2017 was Bank of America, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2017.