We are live on ! Find out more
AZN icon

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
OPA
326
Old Port Advisors
Maine
$1.3M +$308K +2,643 +32%
FBT
327
First Bankers Trust
Kentucky
$1.25M -$78.1K -671 -6%
PFO
328
Pathstone Family Office
New Jersey
$1.24M +$264K +2,267 +28%
Twin Tree Management
329
Twin Tree Management
Texas
$1.24M -$13.9M -119,417 -92%
KIA
330
KCM Investment Advisors
California
$1.24M -$717K -6,158 -37%
WA
331
Wealth Alliance
New York
$1.24M +$177K +1,521 +17%
LIM
332
Leavell Investment Management
Alabama
$1.23M +$1.19M +10,217 New
SI
333
Stephens Inc
Arkansas
$1.22M +$211K +1,811 +22%
BAM
334
Blueshift Asset Management
New Jersey
$1.22M +$695K +5,969 +143%
CA
335
Cetera Advisors
Colorado
$1.2M +$201K +1,726 +21%
NERM
336
New England Research & Management
Illinois
$1.2M +$220K +1,888 +23%
KWMG
337
King Wealth Management Group
Florida
$1.19M
TFIPS
338
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.18M +$190K +1,636 +20%
DADC
339
D.A. Davidson & Co
Montana
$1.18M +$108K +932 +11%
BRWA
340
B. Riley Wealth Advisors
Florida
$1.16M +$472K +4,059 +73%
AI
341
Aperture Investors
New York
$1.16M
VPIM
342
Vanguard Personalized Indexing Management
California
$1.16M +$379K +3,256 +51%
CL
343
CPWM LLC
Washington
$1.16M +$2.91K +25 +0.3%
NSEDCP
344
NJ State Employees Deferred Compensation Plan
New Jersey
$1.15M +$1.11M +9,560 New
KPWS
345
Kestra Private Wealth Services
Texas
$1.13M +$198K +1,702 +22%
4WM
346
44 Wealth Management
Oregon
$1.13M -$11.1K -95 -1%
PAS
347
Park Avenue Securities
New York
$1.13M +$415K +3,569 +61%
AWM
348
Altium Wealth Management
New York
$1.11M +$60.6K +521 +6%
IAMOG
349
Investors Asset Management of Georgia
Georgia
$1.1M
CM
350
Caption Management
Oklahoma
$1.1M -$10.6M -90,894 -91%

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.