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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
CF
526
Centaurus Financial
California
$419K -$21.2K -182 -5%
WB
527
WesBanco Bank
West Virginia
$416K +$21.3K +183 +6%
IAA
528
Independent Advisor Alliance
North Carolina
$411K +$79K +679 +25%
1WA
529
180 Wealth Advisors
Washington
$403K +$15.5K +133 +4%
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$401K +$101K +870 +35%
GLA
531
Good Life Advisors
Pennsylvania
$401K +$389K +3,341 New
CFN
532
Cordasco Financial Network
Florida
$400K
MCM
533
MAI Capital Management
Ohio
$400K +$128K +1,096 +49%
IRC
534
Investors Research Corp
Georgia
$399K +$37.5K +322 +11%
PGAM
535
Princeton Global Asset Management
New Jersey
$395K
CPIA
536
Cornell Pochily Investment Advisors
New York
$391K
TCOT
537
Trust Company of Toledo
Ohio
$391K +$41.8K +359 +12%
PCG
538
Private Capital Group
Connecticut
$391K +$113K +971 +42%
DWM
539
Doyle Wealth Management
Florida
$390K -$7.1K -61 -2%
HW
540
Hancock Whitney
Mississippi
$390K +$27.1K +233 +8%
FAM
541
Flaharty Asset Management
Florida
$389K +$377K +3,240 New
BSW
542
Buckingham Strategic Wealth
Missouri
$386K +$68.6K +589 +22%
JGGDR
543
JGP Global Gestao de Recursos
Brazil
$382K +$7.1K +61 +2%
SWA
544
SFMG Wealth Advisors
Texas
$381K +$78.8K +677 +27%
SW
545
SVB Wealth
Massachusetts
$378K +$5.94K +51 +2%
JCM
546
Jag Capital Management
Missouri
$377K -$38.6K -332 -10%
BBP
547
Banco BTG Pactual
Brazil
$372K +$11.6K +100 +3%
GT
548
Glenview Trust
Kentucky
$371K +$359K +3,086 New
PP
549
Prospector Partners
Connecticut
$364K
NCM
550
Noesis Capital Mangement
Florida
$361K

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.