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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
Hudson Bay Capital Management
376
Hudson Bay Capital Management
Connecticut
$874K +$882K +7,500 New
BFEC
377
Benjamin F. Edwards & Company
Missouri
$864K +$149K +1,265 +21%
TSW
378
Thompson Siegel & Walmsley
Virginia
$852K -$90.2K -767 -9%
9WM
379
9258 Wealth Management
Ohio
$851K +$5.65K +48 +0.7%
LJAC
380
L.J. Altfest & Co
New York
$851K +$229K +1,943 +36%
FIM
381
Freedom Investment Management
Connecticut
$849K -$14.1K -120 -2%
CA
382
Cetera Advisors
Colorado
$848K -$317K -2,697 -27%
UB
383
UMB Bank
Missouri
$844K +$852K +7,242 New
SIG
384
Stonegate Investment Group
Alabama
$844K +$853K +7,247 New
BCM
385
Bluefin Capital Management
New York
$842K +$27.2K +231 +3%
AIM
386
Allen Investment Management
New York
$830K +$839K +7,127 New
GWM
387
Geneos Wealth Management
Colorado
$829K +$103K +877 +14%
WS
388
Wedbush Securities
California
$827K -$85.9K -730 -9%
PA
389
Parallel Advisors
California
$826K +$13.1K +111 +2%
HWM
390
Hohimer Wealth Management
Washington
$824K +$3.41K +29 +0.4%
BCM
391
Bayesian Capital Management
New York
$821K -$906K -7,700 -52%
SWM
392
SeaCrest Wealth Management
New York
$819K +$24.7K +210 +3%
MAM
393
Marotta Asset Management
Virginia
$810K +$24.4K +207 +3%
VCA
394
Verdence Capital Advisors
Maryland
$803K +$94.7K +805 +13%
MCC
395
Malaga Cove Capital
California
$802K
DWT
396
Dorsey & Whitney Trust
South Dakota
$802K +$63.5K +540 +9%
GD
397
Grandfield & Dodd
New York
$790K -$41.9K -356 -5%
SPC
398
Sigma Planning Corp
Michigan
$779K -$249K -2,117 -24%
PG
399
Pendal Group
Australia
$777K -$61.5K -523 -7%
RHBC
400
R.H. Bluestein & Co
Michigan
$776K -$118K -1,000 -13%

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.