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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
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$310K +$22.1K +188 +8%
GDP
602
Great Diamond Partners
Maine
$310K +$28.6K +243 +10%
SCA
603
Snowden Capital Advisors
New York
$309K -$288K -2,444 -48%
TCA
604
Transcend Capital Advisors
New Jersey
$309K +$45.7K +388 +17%
ONB
605
Old National Bancorp
Indiana
$308K +$11.6K +99 +4%
MWM
606
Mission Wealth Management
California
$307K -$4.59K -39 -1%
PA
607
Procyon Advisors
Connecticut
$307K +$23.9K +203 +8%
XF
608
XML Financial
Maryland
$306K
AMG
609
Advisors Management Group
Wisconsin
$302K
CGA
610
Crescent Grove Advisors
Illinois
$302K
IP
611
Intellectus Partners
California
$301K +$61.7K +524 +25%
ATC
612
Argent Trust Co
Tennessee
$297K -$21.8K -185 -7%
LC
613
Lindbrook Capital
California
$296K -$1.65K -14 -0.5%
TCOV
614
Trust Company of Vermont
Vermont
$295K
PCM
615
Pointe Capital Management
Michigan
$295K +$298K +2,529 New
FFWA
616
FRG Family Wealth Advisors
Washington
$294K
HC
617
Hendley & Co
Ohio
$291K
WAAG
618
Wealth Alliance Advisory Group
Kansas
$291K +$294K +2,498 New
SLAM
619
Swiss Life Asset Management
$290K
JIC
620
Joel Isaacson & Co
New York
$287K
GC
621
Grimes & Company
Massachusetts
$285K -$118 -1 -0%
IFG
622
Independent Financial Group
California
$285K +$27.4K +233 +11%
BIA
623
Barry Investment Advisors
Massachusetts
$284K
FRM
624
Fox Run Management
Connecticut
$284K +$287K +2,438 New
FB
625
Fulton Bank
Pennsylvania
$283K -$29.1K -247 -9%

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.