AstraZeneca
AZN
557 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 68 closing their positions.
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: 3 → 5 (+2)
24% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 68
2% more funds holding
Funds holding: 544 → 557 (+13)
1.1% more ownership
Funds ownership: 17.28% → 18.38% (+1.1%)
2% more capital invested
Capital invested by funds: $17.3B → $17.7B (+$362M)
33% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$822M |
| 2 |
Jennison Associates
New York
|
+$236M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$236M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$58.5M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$56.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$82.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$81.5M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$63.4M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$58.9M |
| 5 |
BlackRock
New York
|
-$54.7M |
AZN Hedge Fund Activity: Q4 2018 in Review
557 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2018, worth a combined $17.7B — up 2.1% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new AZN positions and 68 closed out — a net gain of 16 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.
- 557 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 2.1% quarter-over-quarter.
- 84 funds opened new AstraZeneca positions in Q4 2018 and 68 closed out, a net change of +16 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.