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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
BL
526
Balentine LLC
Georgia
$423K +$79.5K +676 +23%
SL
527
Stevard LLC
Illinois
$422K
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$422K +$33.7K +286 +9%
FIM
529
Fruth Investment Management
Texas
$416K
HNB
530
Huntington National Bank
Ohio
$416K +$175K +1,485 +71%
SFI
531
SPC Financial Inc
Maryland
$414K -$35.3K -300 -8%
NP
532
NorthRock Partners
Minnesota
$411K -$20.6K -175 -5%
KWM
533
Kingsview Wealth Management
Oregon
$408K -$9.65K -82 -2%
MNBTD
534
Moody National Bank Trust Division
Texas
$406K -$1.28M -10,913 -76%
EMG
535
ETF Managers Group
New Jersey
$405K -$88.6K -753 -18%
GAMC
536
Garner Asset Management Corp
Texas
$402K -$11.8K -100 -3%
AFM
537
Andesa Financial Management
Pennsylvania
$396K -$59K -501 -13%
EWS
538
Evergreen Wealth Solutions
Pennsylvania
$396K +$400K +3,402 New
GLA
539
Good Life Advisors
Pennsylvania
$391K +$2K +17 +0.5%
IAA
540
Independent Advisor Alliance
North Carolina
$390K -$8.71K -74 -2%
CFN
541
Cordasco Financial Network
Florida
$388K
IRC
542
Investors Research Corp
Georgia
$387K
NG
543
Northstar Group
New York
$387K +$391K +3,323 New
DA
544
Dillon & Associates
Michigan
$387K +$392K +3,333 New
CG
545
Caprock Group
Idaho
$386K -$113K -963 -23%
NL
546
NWAM LLC
Washington
$386K +$182K +1,546 +88%
FAM
547
Flaharty Asset Management
Florida
$384K +$6.47K +55 +2%
IFWM
548
Institute for Wealth Management
Colorado
$383K -$302K -2,563 -44%
DCM
549
DGS Capital Management
New Jersey
$383K +$387K +3,292 New
ECM
550
ExodusPoint Capital Management
New York
$380K -$3.95M -33,582 -91%

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.