AstraZeneca
AZN
546 hedge funds and large institutions have $19B invested in AstraZeneca in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 186 increasing their positions, 196 reducing their positions, and 60 closing their positions.
25% more call options, than puts
Call options by funds: $134M | Put options by funds: $107M
2% less capital invested
Capital invested by funds: $19.3B → $19B (-$319M)
5% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 196
1.3% less ownership
Funds ownership: 18.83% → 17.53% (-1.3%)
3% less funds holding
Funds holding: 561 → 546 (-15)
10% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 60
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$211M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$142M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$114M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$103M |
| 5 |
Primecap Management
Pasadena,
California
|
+$66.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$475M |
| 2 |
Jennison Associates
New York
|
-$375M |
| 3 |
Morgan Stanley
New York
|
-$196M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$121M |
| 5 |
YCMGA
York Capital Management Global Advisors
New York
|
-$57.9M |
AZN Hedge Fund Activity: Q2 2019 in Review
546 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2019, worth a combined $19B — down 1.6% from $19.3B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of AZN and 54 opened new positions — a net loss of 6 holders — while 196 trimmed existing stakes and 186 added.
The largest buyer was Capital International Investors, adding an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $475M.
- 546 institutional investors held AstraZeneca (AZN) as of Q2 2019, down from 561 in Q1 2019.
- Funds reported $19B of AstraZeneca stock for Q2 2019, down 1.6% quarter-over-quarter.
- 54 funds opened new AstraZeneca positions in Q2 2019 and 60 closed out, a net change of -6 holders.
- The largest AstraZeneca buyer in Q2 2019 was Capital International Investors, an estimated $211M added.
- The largest AstraZeneca seller in Q2 2019 was Fidelity Investments, an estimated $475M sold.
Based on aggregated 13F filings for Q2 2019.