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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
CCG
401
Cloverfields Capital Group
Minnesota
$772K
TNA
402
True North Advisors
Texas
$768K -$121K -1,032 -14%
RIM
403
Redpoint Investment Management
Australia
$764K
TYCC
404
Texas Yale Capital Corp
Florida
$764K
ACA
405
Atlas Capital Advisors
Wyoming
$757K +$24.9K +212 +3%
RCA
406
Riverview Capital Advisers
Massachusetts
$753K +$760K +6,460 New
MWA
407
Moser Wealth Advisors
Washington
$746K
DA
408
DCF Advisers
Connecticut
$742K
SM
409
SG3 Management
Puerto Rico
$728K -$5.27M -44,800 -88%
HF
410
HRT Financial
New York
$727K -$12.3M -104,309 -94%
SWM
411
Spire Wealth Management
Virginia
$726K +$157K +1,337 +27%
SWM
412
Stockman Wealth Management
Montana
$722K
OC
413
Oppenheimer & Co
New York
$722K +$17.4K +148 +2%
FCCM
414
First City Capital Management
Georgia
$721K -$58.8K -500 -7%
BS
415
Boenning & Scattergood
Pennsylvania
$720K +$4.94K +42 +0.7%
CTC
416
Central Trust Company
Missouri
$714K -$6K -51 -0.8%
VVP
417
Venture Visionary Partners
Ohio
$713K
ECM
418
Evergreen Capital Management
Washington
$707K +$116K +990 +19%
SFA
419
Sequoia Financial Advisors
Ohio
$702K +$709K +6,029 New
GBT
420
Grove Bank & Trust
Florida
$696K
PIMG
421
Patriot Investment Management Group
Tennessee
$696K +$24.8K +211 +4%
SN
422
Sittner & Nelson
Oregon
$691K
KIA
423
KCM Investment Advisors
California
$689K -$519K -4,415 -43%
KWMG
424
King Wealth Management Group
Florida
$664K -$494K -4,200 -42%
MIP
425
Marietta Investment Partners
Wisconsin
$664K

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.