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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
PA
301
Pinnacle Associates
New York
$1.52M +$124K +1,062 +9%
AAM
302
Azzad Asset Management
Virginia
$1.52M +$92.2K +792 +7%
QFA
303
Quattro Financial Advisors
Texas
$1.51M
TF
304
TIAA FSB
Florida
$1.51M +$202K +1,735 +16%
CM
305
Columbus Macro
Pennsylvania
$1.51M +$297K +2,553 +26%
ZCM
306
Ziegler Capital Management
Illinois
$1.49M +$1.44M +12,385 New
NHC
307
Nicholas Hoffman & Company
Georgia
$1.47M -$141K -1,212 -9%
TPCW
308
TD Private Client Wealth
New York
$1.47M +$77.5K +666 +6%
CBB
309
Citizens Business Bank
California
$1.47M
SWP
310
Stratos Wealth Partners
Ohio
$1.45M -$36.4K -313 -3%
UBS AM
311
UBS AM
Illinois
$1.45M +$1.4M +12,058 New
State Board of Administration of Florida Retirement System
312
State Board of Administration of Florida Retirement System
Florida
$1.44M +$1.39M +11,981 New
ANI
313
American National Insurance
Texas
$1.43M
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$1.43M +$189K +1,625 +16%
FAM
315
Fred Alger Management
New York
$1.37M
YAVAPFMC
316
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.36M +$1.32M +11,300 New
QI
317
Qtron Investments
Massachusetts
$1.35M +$409K +3,510 +46%
FWM
318
Frontier Wealth Management
Missouri
$1.34M -$109K -933 -8%
MC
319
Maverick Capital
Texas
$1.34M -$103K -885 -7%
HDIM
320
Hanson & Doremus Investment Management
Vermont
$1.34M -$135K -1,159 -9%
CB
321
Commerce Bank
Missouri
$1.32M +$660K +5,668 +107%
SVWAG
322
Sound View Wealth Advisors Group
Georgia
$1.31M -$23.7K -204 -2%
BS
323
Banco Santander
Spain
$1.3M +$800K +6,875 +172%
VWM
324
Venturi Wealth Management
Texas
$1.3M +$58K +498 +5%
IC
325
IEQ Capital
California
$1.3M +$1.26M +10,810 New

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.