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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
CF
551
Centaurus Financial
California
$379K -$27.7K -235 -7%
TCOT
552
Trust Company of Toledo
Ohio
$379K -$471 -4 -0.1%
CPIA
553
Cornell Pochily Investment Advisors
New York
$379K
PGAM
554
Princeton Global Asset Management
New Jersey
$376K -$7.41K -63 -2%
AIA
555
Angeles Investment Advisors
California
$375K +$50.1K +426 +15%
ASN
556
Advisory Services Network
Georgia
$373K -$80K -680 -17%
FWP
557
FAS Wealth Partners
Kansas
$370K +$26.7K +227 +8%
JGGDR
558
JGP Global Gestao de Recursos
Brazil
$369K -$588 -5 -0.2%
JIC
559
Johnson Investment Counsel
Ohio
$366K -$58.5K -497 -14%
JCM
560
Jag Capital Management
Missouri
$364K -$1.18K -10 -0.3%
AWA
561
Arete Wealth Advisors
Illinois
$359K +$363K +3,084 New
NCM
562
Noesis Capital Mangement
Florida
$357K +$7.06K +60 +2%
PP
563
Prospector Partners
Connecticut
$353K
WH
564
Willner & Heller
California
$352K +$345K +2,929 New
BSW
565
Buckingham Strategic Wealth
Missouri
$351K -$24K -204 -6%
BDS
566
Banco de Sabadell
Florida
$351K +$32.5K +276 +10%
NAM
567
NTV Asset Management
West Virginia
$350K
FIA
568
FNY Investment Advisers
New York
$349K -$2.1M -17,805 -86%
MW
569
Marcum Wealth
Ohio
$348K -$71.1K -604 -17%
MM
570
MQS Management
New York
$348K +$352K +2,990 New
HWM
571
HB Wealth Management
Georgia
$346K +$350K +2,972 New
DWM
572
Doyle Wealth Management
Florida
$345K -$33.3K -283 -9%
CYG
573
Clean Yield Group
Vermont
$344K
MCWS
574
McKinley Carter Wealth Services
West Virginia
$344K
SB
575
Simmons Bank
Arkansas
$344K

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.