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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
CP
426
Camelot Portfolios
Ohio
$663K +$233K +1,980 +53%
CBFP
427
Cedar Brook Financial Partners
Ohio
$653K +$20.4K +173 +3%
AAS
428
Ameritas Advisory Services
Nebraska
$653K +$660K +5,607 New
GPA
429
Guerra Pan Advisors
New Jersey
$652K +$659K +5,601 New
XT
430
XTX Topco
Cayman Islands
$651K +$657K +5,585 New
CAM
431
Columbia Asset Management
Michigan
$643K -$16.1K -137 -2%
FFM
432
Forum Financial Management
Illinois
$629K +$636K +5,401 New
MWC
433
MBM Wealth Consultants
Missouri
$626K +$114K +971 +22%
QT
434
Quantbot Technologies
New York
$626K +$633K +5,381 New
LFAS
435
Level Four Advisory Services
Texas
$623K -$908K -7,714 -59%
GWMI
436
Guardian Wealth Management (Illinois)
Illinois
$623K +$630K +5,351 New
OC
437
Oakworth Capital
Alabama
$622K
KLC
438
Knowledge Leaders Capital
Colorado
$622K +$52.4K +445 +9%
SACTSONJ
439
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$619K
BAM
440
Berkshire Asset Management
Pennsylvania
$615K
MC
441
Moors & Cabot
Massachusetts
$614K +$32.6K +277 +6%
EI
442
Ellevest Inc
New York
$608K -$45.7K -388 -7%
SRC
443
Sage Rhino Capital
California
$606K +$78K +663 +15%
AWM
444
Affinity Wealth Management
Delaware
$602K
BBA
445
Braun-Bostich & Associates
Pennsylvania
$602K +$594K +5,049 New
BPA
446
Beacon Pointe Advisors
California
$596K +$305K +2,595 +103%
SFS
447
Sowell Financial Services
Arkansas
$596K +$602K +5,113 New
AWM
448
Apollon Wealth Management
South Carolina
$593K +$377K +3,201 +169%
MA
449
Mutual Advisors
Nebraska
$588K +$235 +2 +0%
AWA
450
Amplius Wealth Advisors
Pennsylvania
$588K +$594K +5,048 New

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.