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AstraZeneca
AZN

554 hedge funds and large institutions have $20.4B invested in AstraZeneca in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

43% more call options, than puts

Call options by funds: $104M | Put options by funds: $72.7M

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

7% more capital invested

Capital invested by funds: $19B → $20.4B (+$1.42B)

1% more funds holding

Funds holding: 546 → 554 (+8)

0.09% less ownership

Funds ownership: 17.53% → 17.44% (-0.09%)

2% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 185

Holders
554
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
12.15%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.15%
New
63
Increased
181
Reduced
185
Closed
52
Calls
$104M
Puts
$72.7M
Net Calls
+$31.6M
Net Calls Change
+$5M

Top Buyers

1
Invesco
Invesco
Georgia
+$150M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M
3
Jennison Associates
Jennison Associates
New York
+$90.9M
4
Goldman Sachs
Goldman Sachs
New York
+$68.6M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$58.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$331M
2
FCM
Farallon Capital Management
California
-$74.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$61.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$54.4M
5
EIP
Epoch Investment Partners
New York
-$43.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.98B +$13.1M +151,516 +0.5%
Primecap Management
2
Primecap Management
California
$2.62B +$34M +392,532 +1%
Dodge & Cox
3
Dodge & Cox
California
$2.2B +$528K +6,089 +0%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.15B +$149M +1,716,888 +8%
Jennison Associates
5
Jennison Associates
New York
$1.6B +$90.9M +1,048,300 +6%
Capital International Investors
6
Capital International Investors
California
$741M +$152K +1,750 +0%
Fisher Asset Management
7
Fisher Asset Management
Washington
$725M +$15.5M +178,835 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$546M -$20.7M -238,238 -4%
Bank of America
9
Bank of America
North Carolina
$455M -$331M -3,818,750 -43%
Capital World Investors
10
Capital World Investors
California
$437M +$23.6M +272,480 +6%
Invesco
11
Invesco
Georgia
$390M +$150M +1,726,021 +65%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$383M -$33.7M -388,819 -8%
Goldman Sachs
13
Goldman Sachs
New York
$296M +$68.6M +791,527 +31%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$292M +$18.5M +213,229 +7%
GQG Partners
15
GQG Partners
Florida
$264M +$36.7M +423,265 +17%
Franklin Resources
16
Franklin Resources
California
$240M +$29.7M +342,954 +15%
PI
17
Putnam Investments
Massachusetts
$207M +$2.42M +27,853 +1%
BlackRock
18
BlackRock
New York
$190M -$17M -196,087 -8%
MWNA
19
Marshall Wace North America
New York
$152M +$17.3M +199,013 +13%
Northern Trust
20
Northern Trust
Illinois
$145M -$5.61M -64,677 -4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$137M +$3.95M +45,518 +3%
PPA
22
Parametric Portfolio Associates
Washington
$134M +$9.44M +108,867 +8%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$121M -$185K -2,133 -0.2%
EIP
24
Epoch Investment Partners
New York
$117M -$43.2M -497,918 -27%
FCM
25
Farallon Capital Management
California
$106M -$74.8M -862,107 -42%
1
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AZN Hedge Fund Activity: Q3 2019 in Review

554 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2019, worth a combined $20.4B — up 7.5% from $19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AZN positions and 52 closed out — a net gain of 11 holders — while 181 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $331M.

  • 554 institutional investors held AstraZeneca (AZN) as of Q3 2019, up from 546 in Q2 2019.
  • Funds reported $20.4B of AstraZeneca stock for Q3 2019, up 7.5% quarter-over-quarter.
  • 63 funds opened new AstraZeneca positions in Q3 2019 and 52 closed out, a net change of +11 holders.
  • The largest AstraZeneca buyer in Q3 2019 was Invesco, an estimated $150M added.
  • The largest AstraZeneca seller in Q3 2019 was Bank of America, an estimated $331M sold.

Based on aggregated 13F filings for Q3 2019.