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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
GTCM
351
Gyon Technologies Capital Management
New Jersey
$998K -$3.05M -25,901 -75%
FFA
352
Fragasso Financial Advisors
Pennsylvania
$996K -$824 -7 -0.1%
CCA
353
Checchi Capital Advisers
California
$989K +$52.8K +449 +6%
S
354
SimplyRich
California
$986K
QCG
355
Quadrant Capital Group
Ohio
$985K +$1.76K +15 +0.2%
IIC
356
Integrated Investment Consultants
Michigan
$976K
DBG
357
De Burlo Group
Massachusetts
$976K +$26.2K +223 +3%
TAIM
358
TD Ameritrade Investment Management
Nebraska
$971K +$703K +5,978 +253%
MCM
359
Mitchell Capital Management
Kansas
$967K +$5.65K +48 +0.6%
WFI
360
West Family Investments
California
$966K -$13.5K -115 -1%
SWP
361
Strategic Wealth Partners
Ohio
$958K +$302K +2,564 +45%
AIA
362
Avalon Investment & Advisory
Texas
$953K -$840K -7,140 -47%
BNP Paribas Financial Markets
363
BNP Paribas Financial Markets
France
$946K -$16.8M -142,915 -95%
HCM
364
Howland Capital Management
Massachusetts
$936K +$6.35K +54 +0.7%
PWPS
365
Pinnacle Wealth Planning Services
Ohio
$928K +$3.06K +26 +0.3%
NERM
366
New England Research & Management
Illinois
$922K -$241K -2,050 -21%
BRWA
367
B. Riley Wealth Advisors
Florida
$919K -$207K -1,763 -18%
RC
368
RegentAtlantic Capital
New Jersey
$918K +$45.1K +383 +5%
CGL
369
Clarius Group LLC
Washington
$917K +$396K +3,365 +75%
PA
370
Profund Advisors
Maryland
$911K +$2.12K +18 +0.2%
HKAM
371
Horizon Kinetics Asset Management
New York
$889K
HC
372
Henshaw Capital
Massachusetts
$887K +$110K +933 +14%
MOS
373
MGO One Seven
Ohio
$884K +$33.7K +286 +4%
CSS
374
Cubist Systematic Strategies
Connecticut
$882K +$222K +1,884 +33%
WAM
375
Westport Asset Management
Connecticut
$874K

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.