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AstraZeneca

949 hedge funds and large institutions have $29.4B invested in AstraZeneca in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 325 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 87

40% more call options, than puts

Call options by funds: $713M | Put options by funds: $509M

5% more funds holding

Funds holding: 905949 (+44)

0.41% less ownership

Funds ownership: 16.68%16.27% (-0.41%)

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.7B)

17% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 325

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
949
Holders Change
+44
Holders Change %
+4.86%
% of All Funds
14.6%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.2%
New
149
Increased
269
Reduced
325
Closed
87
Calls
$713M
Puts
$509M
Net Calls
+$204M
Net Calls Change
-$95.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CII
251
Capital International Inc
California
$2.11M +$18.4K +156 +0.9%
GCC
252
Guardian Capital (Canada)
Ontario, Canada
$2.09M -$209K -1,775 -9%
BMSSC
253
B. Metzler seel. Sohn & Co
Germany
$2.08M -$67.4K -573 -3%
SC
254
Searle & Co
Connecticut
$2.07M
FC
255
Fore Capital
New York
$2.04M +$2.06M +17,500 New
MCC
256
Money Concepts Capital
Florida
$2.04M +$2.06M +17,478 New
GG
257
Gofen & Glossberg
Illinois
$2.03M -$164K -1,394 -7%
GWMIA
258
Global Wealth Management Investment Advisory
Florida
$1.96M +$59.8K +508 +3%
Sumitomo Mitsui Trust Group
259
Sumitomo Mitsui Trust Group
Japan
$1.95M -$201K -1,710 -9%
DC
260
Davenport & Co
Virginia
$1.94M +$1.3M +11,047 +196%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$1.93M -$13.3K -113 -0.7%
SG Americas Securities
262
SG Americas Securities
New York
$1.93M -$233K -1,981 -11%
RFC
263
Regions Financial Corp
Alabama
$1.92M -$20.9K -178 -1%
RFA
264
Reilly Financial Advisors
California
$1.9M -$147K -1,249 -7%
FTDI
265
First Trust Direct Indexing
Massachusetts
$1.89M +$41.7K +354 +2%
SW
266
SVB Wealth
Massachusetts
$1.87M +$1.52M +12,937 +411%
CGH
267
Crossmark Global Holdings
Texas
$1.85M
S
268
SignatureFD
Georgia
$1.84M +$95.3K +810 +5%
AAS
269
Avantax Advisory Services
Texas
$1.83M +$16.7K +142 +0.9%
PTC
270
Private Trust Company
Ohio
$1.79M -$350K -2,972 -16%
DS
271
DRW Securities
Illinois
$1.78M -$166K -1,412 -8%
APF
272
Alaska Permanent Fund
Alaska
$1.78M
Lord, Abbett & Co
273
Lord, Abbett & Co
New Jersey
$1.77M +$51.1K +434 +3%
LNC
274
Lincoln National Corp
Pennsylvania
$1.75M -$28.5K -242 -2%
LCM
275
Logan Capital Management
Pennsylvania
$1.75M +$118K +1,004 +7%

AZN Hedge Fund Activity: Q4 2021 in Review

949 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2021, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AZN positions and 87 closed out — a net gain of 62 holders — while 269 added to existing stakes and 325 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $442M. The largest seller was Wellington Management Group, cutting an estimated $355M.

  • 949 institutional investors held AstraZeneca (AZN) as of Q4 2021, up from 905 in Q3 2021.
  • Funds reported $29.4B of AstraZeneca stock for Q4 2021, down 5.5% quarter-over-quarter.
  • 149 funds opened new AstraZeneca positions in Q4 2021 and 87 closed out, a net change of +62 holders.
  • The largest AstraZeneca buyer in Q4 2021 was T. Rowe Price Associates, an estimated $442M added.
  • The largest AstraZeneca seller in Q4 2021 was Wellington Management Group, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.