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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
CM
301
Columbus Macro
Pennsylvania
$1.38M -$86.4K -734 -6%
ZCM
302
Ziegler Capital Management
Illinois
$1.37M -$72.7K -618 -5%
LA
303
LVW Advisors
New York
$1.37M -$112K -956 -8%
Pacer Advisors
304
Pacer Advisors
Pennsylvania
$1.37M -$17.2K -146 -1%
FAM
305
Fred Alger Management
New York
$1.37M +$41.5K +353 +3%
VWM
306
Venturi Wealth Management
Texas
$1.33M +$70.2K +597 +6%
YAVAPFMC
307
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.32M
APA
308
American Portfolios Advisors
New York
$1.32M +$262K +2,223 +24%
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$1.31M -$3.28M -27,870 -71%
QI
310
Qtron Investments
Massachusetts
$1.3M -$1.53K -13 -0.1%
PFO
311
Pathstone Family Office
New Jersey
$1.3M +$95.5K +812 +8%
HDIM
312
Hanson & Doremus Investment Management
Vermont
$1.29M -$9.06K -77 -0.7%
OPA
313
Old Port Advisors
Maine
$1.27M +$49.3K +419 +4%
VPIM
314
Vanguard Personalized Indexing Management
California
$1.27M +$153K +1,304 +14%
CAM
315
Cresset Asset Management
Illinois
$1.26M -$347K -2,948 -21%
AIM
316
Aigen Investment Management
New York
$1.26M +$1.32M +11,223 New
TWI
317
Thomas White International
Illinois
$1.25M -$932K -7,925 -43%
FWM
318
Frontier Wealth Management
Missouri
$1.24M -$58.8K -500 -4%
SVWAG
319
Sound View Wealth Advisors Group
Georgia
$1.24M -$36.5K -310 -3%
AWM
320
Altium Wealth Management
New York
$1.24M +$162K +1,378 +15%
CAN
321
Cetera Advisor Networks
California
$1.22M -$292K -2,482 -19%
Bessemer Group
322
Bessemer Group
New Jersey
$1.22M +$270K +2,296 +28%
AP
323
Americana Partners
Texas
$1.21M +$1.22M +10,397 New
AssetMark Inc
324
AssetMark Inc
California
$1.21M +$467K +3,969 +62%
WA
325
Wealth Alliance
New York
$1.2M +$1.18K +10 +0.1%

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.