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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
NC
676
NinePointTwo Capital
California
$217K
CPC
677
Cookson Peirce & Co
Pennsylvania
$217K +$210K +1,805 New
CCM
678
Canal Capital Management
Virginia
$216K -$5K -43 -2%
STA
679
Summit Trail Advisors
New York
$216K +$209K +1,799 New
KCM
680
Karp Capital Management
California
$214K -$84.4K -725 -29%
BA
681
Bellwether Advisors
Nebraska
$212K +$9.43K +81 +5%
NL
682
NWAM LLC
Washington
$212K +$205K +1,764 New
HCM
683
Huber Capital Management
California
$210K -$69.8K -600 -26%
OPS
684
Orion Portfolio Solutions
Nebraska
$209K +$203K +1,743 New
FANJ
685
Financial Architects (New Jersey)
New Jersey
$208K +$116 +1 +0.1%
SSB
686
Sandy Spring Bank
Maryland
$205K -$37.8K -325 -16%
MAFM
687
Mid Atlantic Financial Management
Pennsylvania
$205K +$199K +1,709 New
AC
688
Avestar Capital
New York
$203K
SFA
689
Souders Financial Advisors
Ohio
$201K +$195K +1,678 New
CBTWT
690
Community Bank & Trust (Waco, Texas)
Texas
$200K +$194K +1,666 New
MAM
691
Meeder Asset Management
Ohio
$198K +$168K +1,444 +715%
IA
692
IFP Advisors
Florida
$187K -$35.3K -303 -16%
JFA
693
JNBA Financial Advisors
Minnesota
$187K
SWA
694
Sutton Wealth Advisors
Florida
$183K +$128K +1,100 +258%
CFA
695
Carroll Financial Associates
North Carolina
$180K +$3.73K +32 +2%
KPCM
696
Kings Point Capital Management
New York
$177K
AF
697
Allworth Financial
California
$175K +$121K +1,043 +252%
CPC
698
Consolidated Planning Corp
Georgia
$173K +$168K +1,439 New
CBT
699
Central Bank & Trust
Kentucky
$170K +$4.89K +42 +3%
Schroder Investment Management Group
700
Schroder Investment Management Group
United Kingdom
$160K +$31.3K +269 +68%

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.