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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
BDS
576
Banco de Sabadell
Florida
$328K -$18.4K -158 -5%
KP
577
Keel Point
Alabama
$328K +$46.6K +400 +17%
HWAM
578
Hennion & Walsh Asset Management
New Jersey
$324K -$792K -6,808 -72%
TIAM2
579
Tru Independence Asset Management 2
Oregon
$324K -$57.3K -492 -15%
BTW
580
Boston Trust Walden
Massachusetts
$324K
FB
581
Fulton Bank
Pennsylvania
$322K +$312K +2,680 New
MWM
582
Mission Wealth Management
California
$321K +$58.7K +504 +23%
XF
583
XML Financial
Maryland
$315K +$305K +2,624 New
AMG
584
Advisors Management Group
Wisconsin
$312K -$19K -163 -6%
CGA
585
Crescent Grove Advisors
Illinois
$311K +$302K +2,593 New
ONB
586
Old National Bancorp
Indiana
$306K
LC
587
Lindbrook Capital
California
$306K +$30.1K +259 +11%
Fifth Third Bancorp
588
Fifth Third Bancorp
Ohio
$306K +$120K +1,028 +68%
AWA
589
Arkadios Wealth Advisors
Georgia
$305K +$260K +2,236 +721%
KPW
590
Kore Private Wealth
New York
$305K +$296K +2,540 New
BPA
591
Beacon Pointe Advisors
California
$303K -$5.59K -48 -2%
FFWA
592
FRG Family Wealth Advisors
Washington
$303K
TCOV
593
Trust Company of Vermont
Vermont
$303K +$64K +550 +28%
Teacher Retirement System of Texas
594
Teacher Retirement System of Texas
Texas
$303K +$294K +2,527 New
LFA
595
Legacy Financial Advisors
Kentucky
$302K +$72.2K +620 +33%
HC
596
Hendley & Co
Ohio
$300K
WCA
597
Westover Capital Advisors
Delaware
$299K +$13.2K +113 +5%
BBNA
598
Bremer Bank National Association
Minnesota
$299K +$290K +2,492 New
SLAM
599
Swiss Life Asset Management
$299K +$290K +2,490 New
KMWM
600
Keudell/Morrison Wealth Management
Oregon
$297K -$233 -2 -0.1%

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.