We are live on ! Find out more
AZN icon

AstraZeneca

556 hedge funds and large institutions have $17.7B invested in AstraZeneca in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 144 increasing their positions, 215 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

22% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 69

2% more funds holding

Funds holding: 544556 (+12)

1.1% more ownership

Funds ownership: 17.28%18.37% (+1.1%)

2% more capital invested

Capital invested by funds: $17.3B → $17.7B (+$312M)

33% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 215

Holders
556
Holders Change
+12
Holders Change %
+2.21%
% of All Funds
12.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
84
Increased
144
Reduced
215
Closed
69
Calls
$131M
Puts
$67.3M
Net Calls
+$63.4M
Net Calls Change
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.39B -$45.1M -577,818 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.14B +$822M +10,524,091 +60%
Primecap Management
3
Primecap Management
California
$2.13B +$29.2M +374,320 +1%
Dodge & Cox
4
Dodge & Cox
California
$1.88B -$63.4M -811,954 -3%
Jennison Associates
5
Jennison Associates
New York
$1.74B +$236M +3,026,242 +15%
Bank of America
6
Bank of America
North Carolina
$961M -$82.8M -1,060,799 -8%
Fisher Asset Management
7
Fisher Asset Management
Washington
$568M +$56.6M +724,258 +11%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$522M +$22.1M +282,764 +4%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$445M +$236M +3,021,635 +107%
Capital International Investors
10
Capital International Investors
California
$427M +$58.5M +748,739 +15%
EIP
11
Epoch Investment Partners
New York
$229M -$58.9M -753,717 -20%
Capital World Investors
12
Capital World Investors
California
$228M -$39.3M -503,264 -14%
BlackRock
13
BlackRock
New York
$192M -$54.7M -700,244 -22%
Franklin Resources
14
Franklin Resources
California
$173M +$38.6M +494,331 +28%
PI
15
Putnam Investments
Massachusetts
$172M +$4.44M +56,867 +3%
FCM
16
Farallon Capital Management
California
$148M +$18.2M +232,500 +14%
Northern Trust
17
Northern Trust
Illinois
$128M -$6.62M -84,762 -5%
Goldman Sachs
18
Goldman Sachs
New York
$124M +$11.8M +150,887 +10%
Federated Hermes
19
Federated Hermes
Pennsylvania
$117M +$25.4M +324,808 +27%
Wells Fargo
20
Wells Fargo
California
$115M -$10.8M -138,750 -8%
GQG Partners
21
GQG Partners
Florida
$114M +$12.1M +154,615 +12%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$102M +$3.16M +40,446 +3%
RJA
23
Raymond James & Associates
Florida
$99.6M -$13.2M -169,232 -11%
PPA
24
Parametric Portfolio Associates
Washington
$94.2M -$6.13M -78,446 -6%
Morgan Stanley
25
Morgan Stanley
New York
$84.7M -$8.97M -114,895 -9%

AZN Hedge Fund Activity: Q4 2018 in Review

556 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2018, worth a combined $17.7B — up 1.8% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AZN positions and 69 closed out — a net gain of 15 holders — while 144 added to existing stakes and 215 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $822M. The largest seller was Bank of America, cutting an estimated $82.8M.

  • 556 institutional investors held AstraZeneca (AZN) as of Q4 2018, up from 544 in Q3 2018.
  • Funds reported $17.7B of AstraZeneca stock for Q4 2018, up 1.8% quarter-over-quarter.
  • 84 funds opened new AstraZeneca positions in Q4 2018 and 69 closed out, a net change of +15 holders.
  • The largest AstraZeneca buyer in Q4 2018 was Fidelity Investments, an estimated $822M added.
  • The largest AstraZeneca seller in Q4 2018 was Bank of America, an estimated $82.8M sold.

Based on aggregated 13F filings for Q4 2018.