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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
New York State Common Retirement Fund
576
New York State Common Retirement Fund
New York
$342K
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
$341K -$187K -1,589 -35%
WWM
578
Western Wealth Management
Colorado
$340K +$343K +2,917 New
SSG
579
Summit Securities Group
New York
$338K
MCM
580
MAI Capital Management
Ohio
$337K -$51.7K -439 -13%
CS
581
Comerica Securities
Michigan
$337K +$13.6K +116 +4%
AG
582
Ascent Group
Virginia
$337K +$336K +2,852 New
BBA
583
BLB&B Advisors
Pennsylvania
$336K -$411K -3,491 -55%
GWSG
584
GPS Wealth Strategies Group
Colorado
$334K +$1.18K +10 +0.4%
DHFB
585
Dixon Hubard Feinour & Brown
Virginia
$334K +$14.7K +125 +5%
CCM
586
Coldstream Capital Management
Washington
$329K +$333K +2,826 New
WA
587
Winfield Associates
Ohio
$328K +$332K +2,818 New
KP
588
Keel Point
Alabama
$327K +$8.94K +76 +3%
EWA
589
Exencial Wealth Advisors
Oklahoma
$327K +$95.1K +808 +41%
IC
590
Inscription Capital
Texas
$325K -$5.88K -50 -2%
ST
591
Sentinel Trust
Texas
$324K +$327K +2,779 New
PP
592
PDS Planning
Ohio
$323K -$88.2K -750 -21%
NB
593
Northwest Bancshares
Pennsylvania
$322K -$22K -187 -6%
WTC
594
WhitTier Trust Company
Nevada
$322K
MMG
595
Monetary Management Group
Missouri
$320K
QCM
596
Quest Capital Management
Texas
$320K
TP
597
Tranquility Partners
Tennessee
$317K -$17.6K -150 -5%
BTW
598
Boston Trust Walden
Massachusetts
$315K
PCG
599
Private Capital Group
Connecticut
$313K -$66.7K -567 -17%
CMS
600
Capital Market Strategies
Florida
$313K +$316K +2,683 New

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.