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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
Zurich Cantonal Bank
451
Zurich Cantonal Bank
Switzerland
$587K
AWM
452
Aries Wealth Management
Maine
$584K -$84.8K -721 -13%
GI
453
GAMCO Investors
Connecticut
$583K -$268K -2,275 -31%
CC
454
Courier Capital
New York
$583K
CAG
455
Csenge Advisory Group
Florida
$581K -$217K -1,845 -28%
FC
456
FORA Capital
Florida
$579K +$585K +4,971 New
SG
457
Stonnington Group
California
$577K +$2.94K +25 +0.5%
BCP
458
Berkeley Capital Partners
Georgia
$576K -$32.2K -274 -5%
CGA
459
Channing Global Advisors
Florida
$574K +$580K +4,925 New
CT
460
Coastline Trust
Rhode Island
$571K +$5.06K +43 +0.9%
TIM
461
Thompson Investment Management
Wisconsin
$568K -$41.2K -350 -7%
RMCM
462
Reynders McVeigh Capital Management
Massachusetts
$568K +$574K +4,880 New
VFA
463
Valeo Financial Advisors
Indiana
$565K -$5.06K -43 -0.9%
GI
464
Gradient Investments
Minnesota
$560K -$28.2K -240 -5%
SIG
465
Spinnaker Investment Group
California
$560K +$554K +4,705 New
IWM
466
IHT Wealth Management
Illinois
$559K -$43.8K -372 -7%
IB
467
Intrust Bank
Kansas
$557K +$1.88K +16 +0.3%
CP
468
Covenant Partners
Tennessee
$555K
FT
469
Fiduciary Trust
Massachusetts
$554K -$6.24K -53 -1%
FHB
470
First Hawaiian Bank
Hawaii
$552K +$558K +4,739 New
FSC
471
Full Sail Capital
Oklahoma
$549K
CIA
472
Cohen Investment Advisors
New Hampshire
$548K -$471 -4 -0.1%
FFN
473
Focus Financial Network
Minnesota
$547K -$192K -1,634 -26%
MFW
474
Meristem Family Wealth
Minnesota
$546K
Lido Advisors
475
Lido Advisors
California
$544K -$100K -854 -15%

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.