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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
MBT
626
Montecito Bank & Trust
California
$262K +$254K +2,182 New
TAIM
627
TD Ameritrade Investment Management
Nebraska
$259K -$100K -863 -27%
ET
628
Equitable Trust
Tennessee
$258K
BFC
629
Bedel Financial Consulting
Indiana
$258K +$815 +7 +0.3%
GVAG
630
Great Valley Advisor Group
Delaware
$256K -$97.8K -840 -28%
PWM
631
Perigon Wealth Management
California
$256K +$248K +2,129 New
AWM
632
Altus Wealth Management
Kentucky
$255K
GKWIM
633
Gerber Kawasaki Wealth & Investment Management
California
$255K +$10.8K +93 +5%
SAM
634
Sequent Asset Management
Texas
$255K +$247K +2,124 New
EFS
635
Essex Financial Services
Connecticut
$253K +$246K +2,109 New
HNB
636
Huntington National Bank
Ohio
$250K +$34.7K +298 +17%
LBC
637
Lawrence B. Cohen
$250K +$243K +2,084 New
IP
638
Intellectus Partners
California
$247K +$239K +2,057 New
CFGS
639
Concourse Financial Group Securities
Alabama
$245K +$12.9K +111 +6%
NQWM
640
Northwest Quadrant Wealth Management
Oregon
$244K -$13.4K -115 -5%
FFBTD
641
First Financial Bank - Trust Division
Ohio
$244K
DT
642
Diversified Trust
Tennessee
$244K +$237K +2,032 New
FOA
643
Five Oceans Advisors
California
$244K +$237K +2,034 New
EF
644
Empirical Finance
Pennsylvania
$243K +$235K +2,021 New
CWM
645
Centric Wealth Management
Illinois
$242K
KCM
646
Kathmere Capital Management
Pennsylvania
$242K +$234K +2,014 New
OBWG
647
Onyx Bridge Wealth Group
New York
$241K +$237K +2,035 New
EWA
648
Exencial Wealth Advisors
Oklahoma
$240K -$46.2K -397 -17%
KCM
649
Kendall Capital Management
Maryland
$240K +$6.17K +53 +3%
E
650
Ergoteles
New York
$240K +$232K +1,997 New

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.