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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$185M -$43.3M -367,843 -19%
AllianceBernstein
27
AllianceBernstein
Tennessee
$184M +$4.25M +36,113 +2%
APM
28
Avidity Partners Management
Texas
$167M +$85.6M +727,600 +103%
Jennison Associates
29
Jennison Associates
New York
$164M -$13.5M -114,451 -8%
EIP
30
Epoch Investment Partners
New York
$159M +$61.6M +523,911 +62%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$144M -$3.24M -27,552 -2%
Swedbank
32
Swedbank
Sweden
$139M -$12.4M -105,500 -8%
Northern Trust
33
Northern Trust
Illinois
$129M -$1.4M -11,862 -1%
RJA
34
Raymond James & Associates
Florida
$124M -$2.16M -18,333 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$122M +$33.7M +286,461 +38%
Marshall Wace
36
Marshall Wace
United Kingdom
$119M +$108M +917,367 +900%
PF
37
Phoenix Financial
Israel
$118M +$36.6M +310,956 +44%
FCM
38
Farallon Capital Management
California
$111M +$92.5M +786,078 +471%
RL
39
Ruffer LLP
United Kingdom
$109M -$6.56M -55,782 -6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$108M +$7.37M +62,593 +7%
CIC
41
Crawford Investment Counsel
Georgia
$104M +$316K +2,687 +0.3%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$103M -$39.4M -334,844 -27%
SIG
43
Senator Investment Group
New York
$102M +$14.7M +125,000 +17%
State Street
44
State Street
Massachusetts
$98.3M +$7.82M +66,439 +9%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$96M +$31.2M +265,298 +47%
Wells Fargo
46
Wells Fargo
California
$90.7M +$1.06M +8,986 +1%
EAM
47
Eagle Asset Management
Florida
$86.2M -$764K -6,494 -0.9%
EVM
48
Eaton Vance Management
Massachusetts
$85.7M +$1.7M +14,427 +2%
American Century Companies
49
American Century Companies
Missouri
$83.1M +$7.07M +60,097 +9%
Allianz Asset Management
50
Allianz Asset Management
Germany
$73.1M -$896K -7,614 -1%

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.