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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
ISWM
651
Independent Solutions Wealth Management
New York
$239K +$231K +1,986 New
FC
652
FCA Corp
Texas
$238K
JWCA
653
J.W. Cole Advisors
Florida
$238K +$7.68K +66 +3%
PAM
654
Paradigm Asset Management
New York
$237K +$230K +1,977 New
D
655
Diversified
Delaware
$237K +$931 +8 +0.4%
WSTAM
656
Wilbanks Smith & Thomas Asset Management
Virginia
$237K +$230K +1,975 New
GIA
657
Guyasuta Investment Advisors
Pennsylvania
$235K +$26.8K +230 +13%
First Manhattan
658
First Manhattan
New York
$234K -$69.8K -600 -24%
SBH
659
Segall Bryant & Hamill
Illinois
$234K +$1.98K +17 +0.9%
PMA
660
Prudent Man Advisors
Illinois
$232K
XS
661
XR Securities
Illinois
$231K -$46.3K -398 -17%
RIA
662
Regal Investment Advisors
Michigan
$231K -$6.4K -55 -3%
IC
663
Intersect Capital
California
$230K +$223K +1,917 New
EH
664
Equitable Holdings
New York
$230K +$223K +1,918 New
WDG
665
Wealth Dimensions Group
Ohio
$229K +$3.61K +31 +2%
CCC
666
Crescent Capital Consulting
Louisiana
$228K
ICG
667
InterOcean Capital Group
Tennessee
$228K
CCM
668
Covington Capital Management
California
$228K +$134K +1,148 +153%
AWM
669
Apollon Wealth Management
South Carolina
$227K +$220K +1,893 New
HI
670
Hudock Inc
Pennsylvania
$225K +$22.7K +195 +12%
PWP
671
Principle Wealth Partners
Connecticut
$225K +$218K +1,876 New
WAM
672
Wolverine Asset Management
Illinois
$224K +$218K +1,872 New
BCM
673
Brookstone Capital Management
Illinois
$221K -$117K -1,001 -35%
CAMG
674
CWA Asset Management Group
Florida
$218K +$3.03K +26 +1%
AI
675
ArchPoint Investors
Florida
$218K +$211K +1,811 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.