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AstraZeneca

530 hedge funds and large institutions have $14.3B invested in AstraZeneca in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $164M | Put options by funds: $57.1M

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

2% more funds holding

Funds holding: 519530 (+11)

3% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$421M)

0.41% more ownership

Funds ownership: 15.68%16.08% (+0.41%)

26% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 197

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
530
Holders Change
+11
Holders Change %
+2.12%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
59
Increased
145
Reduced
197
Closed
43
Calls
$164M
Puts
$57.1M
Net Calls
+$107M
Net Calls Change
+$53.4M

AZN Hedge Fund Activity: Q2 2018 in Review

530 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2018, worth a combined $14.3B — up 3% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AZN positions and 43 closed out — a net gain of 16 holders — while 145 added to existing stakes and 197 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $693M. The largest seller was Bank of America, cutting an estimated $345M.

  • 530 institutional investors held AstraZeneca (AZN) as of Q2 2018, up from 519 in Q1 2018.
  • Funds reported $14.3B of AstraZeneca stock for Q2 2018, up 3% quarter-over-quarter.
  • 59 funds opened new AstraZeneca positions in Q2 2018 and 43 closed out, a net change of +16 holders.
  • The largest AstraZeneca buyer in Q2 2018 was Jennison Associates, an estimated $693M added.
  • The largest AstraZeneca seller in Q2 2018 was Bank of America, an estimated $345M sold.

Based on aggregated 13F filings for Q2 2018.