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AstraZeneca

603 hedge funds and large institutions have $19.8B invested in AstraZeneca in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

0.18% less ownership

Funds ownership: 17.03%16.85% (-0.18%)

2% less call options, than puts

Call options by funds: $88.9M | Put options by funds: $90.8M

5% less funds holding

Funds holding: 634603 (-31)

11% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 222

11% less capital invested

Capital invested by funds: $22.3B → $19.8B (-$2.53B)

28% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 85

Holders
603
Holders Change
-31
Holders Change %
-4.89%
% of All Funds
13.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
61
Increased
197
Reduced
222
Closed
85
Calls
$88.9M
Puts
$90.8M
Net Calls
-$1.9M
Net Calls Change
-$33.7M

AZN Hedge Fund Activity: Q1 2020 in Review

603 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2020, worth a combined $19.8B — down 11% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of AZN and 61 opened new positions — a net loss of 24 holders — while 222 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, adding an estimated $253M. The largest seller was Dodge & Cox, cutting an estimated $404M.

  • 603 institutional investors held AstraZeneca (AZN) as of Q1 2020, down from 634 in Q4 2019.
  • Funds reported $19.8B of AstraZeneca stock for Q1 2020, down 11% quarter-over-quarter.
  • 61 funds opened new AstraZeneca positions in Q1 2020 and 85 closed out, a net change of -24 holders.
  • The largest AstraZeneca buyer in Q1 2020 was Capital International Investors, an estimated $253M added.
  • The largest AstraZeneca seller in Q1 2020 was Dodge & Cox, an estimated $404M sold.

Based on aggregated 13F filings for Q1 2020.