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AstraZeneca

905 hedge funds and large institutions have $31.1B invested in AstraZeneca in 2021 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 418 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 50

173% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 153

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

48% more call options, than puts

Call options by funds: $925M | Put options by funds: $625M

19% more capital invested

Capital invested by funds: $26B → $31.1B (+$5.05B)

18% more funds holding

Funds holding: 768905 (+137)

0.15% more ownership

Funds ownership: 16.53%16.68% (+0.15%)

Holders
905
Holders Change
+137
Holders Change %
+17.84%
% of All Funds
15.84%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
196
Increased
418
Reduced
153
Closed
50
Calls
$925M
Puts
$625M
Net Calls
+$299M
Net Calls Change
+$95.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
226
Fiera Capital (Canada)
Quebec, Canada
$2.9M -$76.2K -655 -3%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$373K +3,200 +16%
TAM
228
Tealwood Asset Management
Minnesota
$2.8M +$2.71M +23,311 New
BRA
229
Bender Robert & Associates
California
$2.8M +$2.71M +23,290 New
CCP
230
Corient Capital Partners
California
$2.8M +$208K +1,789 +8%
Mariner
231
Mariner
Kansas
$2.78M +$597K +5,128 +28%
PHIMC
232
Private Harbour Investment Management & Counsel
Ohio
$2.67M -$8.38K -72 -0.3%
NA
233
NewEdge Advisors
Louisiana
$2.66M -$675K -5,797 -21%
MCM
234
McKinley Capital Management
Alaska
$2.65M -$113K -968 -4%
UCFA
235
United Capital Financial Advisors
Texas
$2.63M +$420K +3,605 +20%
IWC
236
Integrated Wealth Concepts
Massachusetts
$2.61M +$538K +4,624 +27%
SCM
237
Seascape Capital Management
New Hampshire
$2.6M +$422K +3,627 +20%
AWM
238
AE Wealth Management
Kansas
$2.56M +$94.3K +810 +4%
CAC
239
Cowen and Company
New York
$2.55M +$2.47M +21,246 New
VAS
240
Vestmark Advisory Solutions
Massachusetts
$2.54M -$159K -1,370 -6%
OAM
241
Oppenheimer Asset Management
New York
$2.54M +$1.1M +9,480 +82%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$2.51M +$588K +5,053 +32%
FIA
243
FNY Investment Advisers
New York
$2.5M +$2.42M +20,805 New
AP
244
Advisor Partners
California
$2.45M +$537K +4,614 +29%
Victory Capital Management
245
Victory Capital Management
Texas
$2.41M -$337K -2,899 -13%
CA
246
Cullinan Associates
Kentucky
$2.38M +$2.31M +19,847 New
GCC
247
Guardian Capital (Canada)
Ontario, Canada
$2.37M -$47.8K -411 -2%
NGA
248
Naples Global Advisors
Florida
$2.36M +$23.3K +200 +1%
PRS
249
Pinkerton Retirement Specialists
Idaho
$2.36M +$87K +747 +4%
BOPW
250
Brandywine Oak Private Wealth
Pennsylvania
$2.35M -$25.7K -221 -1%

AZN Hedge Fund Activity: Q3 2021 in Review

905 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2021, worth a combined $31.1B — up 19% from $26B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new AZN positions and 50 closed out — a net gain of 146 holders — while 418 added to existing stakes and 153 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $836M. The largest seller was Citigroup, cutting an estimated $658M.

  • 905 institutional investors held AstraZeneca (AZN) as of Q3 2021, up from 768 in Q2 2021.
  • Funds reported $31.1B of AstraZeneca stock for Q3 2021, up 19% quarter-over-quarter.
  • 196 funds opened new AstraZeneca positions in Q3 2021 and 50 closed out, a net change of +146 holders.
  • The largest AstraZeneca buyer in Q3 2021 was T. Rowe Price Associates, an estimated $836M added.
  • The largest AstraZeneca seller in Q3 2021 was Citigroup, an estimated $658M sold.

Based on aggregated 13F filings for Q3 2021.