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AstraZeneca

905 hedge funds and large institutions have $31.1B invested in AstraZeneca in 2021 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 418 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 50

173% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 153

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

48% more call options, than puts

Call options by funds: $925M | Put options by funds: $625M

19% more capital invested

Capital invested by funds: $26B → $31.1B (+$5.05B)

18% more funds holding

Funds holding: 768905 (+137)

0.15% more ownership

Funds ownership: 16.53%16.68% (+0.15%)

Holders
905
Holders Change
+137
Holders Change %
+17.84%
% of All Funds
15.84%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
196
Increased
418
Reduced
153
Closed
50
Calls
$925M
Puts
$625M
Net Calls
+$299M
Net Calls Change
+$95.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
AR Asset Management
California
$480K
RGC
502
Roberts, Glore & Co
Illinois
$477K +$462K +3,970 New
GA
503
Geller Advisors
New York
$474K +$65.1K +559 +17%
GRP
504
Global Retirement Partners
California
$472K +$382K +3,281 +505%
BWP
505
BSW Wealth Partners
Colorado
$471K +$45.4K +390 +11%
BP
506
Ballentine Partners
Massachusetts
$470K +$37.5K +322 +9%
AFM
507
Andesa Financial Management
Pennsylvania
$468K +$454K +3,902 New
ASN
508
Advisory Services Network
Georgia
$467K +$58.6K +503 +15%
PCA
509
Personal Capital Advisors
California
$462K -$17K -146 -4%
SFI
510
SPC Financial Inc
Maryland
$462K +$448K +3,850 New
HJIM
511
Henry James International Management
New York
$456K
JCM
512
Jacobi Capital Management
Pennsylvania
$454K -$17.2K -148 -4%
CAM
513
Cozad Asset Management
Illinois
$452K +$3.96K +34 +0.9%
CP
514
Camelot Portfolios
Ohio
$446K +$432K +3,714 New
NP
515
NorthRock Partners
Minnesota
$444K +$54.8K +471 +15%
MPPW
516
Mitchell & Pahl Private Wealth
Oklahoma
$440K +$11.6K +100 +3%
LCM
517
LVM Capital Management
Michigan
$438K
JIC
518
Johnson Investment Counsel
Ohio
$438K +$70.3K +604 +20%
SL
519
Stevard LLC
Illinois
$435K
KWM
520
Kingsview Wealth Management
Oregon
$431K +$10.2K +88 +3%
MW
521
Marcum Wealth
Ohio
$431K +$203K +1,747 +95%
BIAS
522
Beacon Investment Advisory Services
New Jersey
$430K -$4.66K -40 -1%
FIM
523
Fruth Investment Management
Texas
$429K
GAMC
524
Garner Asset Management Corp
Texas
$427K -$1.16K -10 -0.3%
PP
525
PDS Planning
Ohio
$423K +$78.3K +673 +24%

AZN Hedge Fund Activity: Q3 2021 in Review

905 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2021, worth a combined $31.1B — up 19% from $26B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new AZN positions and 50 closed out — a net gain of 146 holders — while 418 added to existing stakes and 153 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $836M. The largest seller was Citigroup, cutting an estimated $658M.

  • 905 institutional investors held AstraZeneca (AZN) as of Q3 2021, up from 768 in Q2 2021.
  • Funds reported $31.1B of AstraZeneca stock for Q3 2021, up 19% quarter-over-quarter.
  • 196 funds opened new AstraZeneca positions in Q3 2021 and 50 closed out, a net change of +146 holders.
  • The largest AstraZeneca buyer in Q3 2021 was T. Rowe Price Associates, an estimated $836M added.
  • The largest AstraZeneca seller in Q3 2021 was Citigroup, an estimated $658M sold.

Based on aggregated 13F filings for Q3 2021.