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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
DG
651
DMC Group
Alabama
$248K +$246K +2,090 New
FMBTD
652
First Midwest Bank Trust Division
Illinois
$248K +$250K +2,127 New
HWAM
653
Hennion & Walsh Asset Management
New Jersey
$247K -$67.7K -575 -21%
AWM
654
Altus Wealth Management
Kentucky
$247K
SAM
655
Sequent Asset Management
Texas
$247K
EFS
656
Essex Financial Services
Connecticut
$246K
LFA
657
Legacy Financial Advisors
Kentucky
$243K -$50.6K -430 -17%
CFGS
658
Concourse Financial Group Securities
Alabama
$242K +$4.47K +38 +2%
NQWM
659
Northwest Quadrant Wealth Management
Oregon
$238K
PWM
660
Perigon Wealth Management
California
$236K -$12K -102 -5%
FFBTD
661
First Financial Bank - Trust Division
Ohio
$236K
FOA
662
Five Oceans Advisors
California
$235K -$2.35K -20 -1%
RIA
663
Regal Investment Advisors
Michigan
$235K +$10.8K +92 +5%
CA
664
CoreCap Advisors
Michigan
$235K +$237K +2,017 New
Credit Agricole
665
Credit Agricole
France
$233K -$90K -765 -28%
LAM
666
Lynch Asset Management
Pennsylvania
$233K +$235K +2,000 New
NWM
667
Northcape Wealth Management
New York
$233K +$235K +2,000 New
DT
668
Diversified Trust
Tennessee
$232K -$4.35K -37 -2%
VWA
669
Visionary Wealth Advisors
Illinois
$232K +$235K +1,996 New
GIA
670
Gladstone Institutional Advisory
Florida
$231K +$233K +1,982 New
D
671
Diversified
Delaware
$230K
CAMG
672
CWA Asset Management Group
Florida
$229K +$17.5K +149 +8%
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$228K -$69.9K -594 -23%
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$36.6K -311 -14%
WSTAM
675
Wilbanks Smith & Thomas Asset Management
Virginia
$228K -$2.12K -18 -0.9%

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.