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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
KA
676
Kovack Advisors
Florida
$227K -$52K -442 -18%
MLFP
677
MPS Loria Financial Planners
Illinois
$227K -$40.7K -346 -15%
KCM
678
Kendall Capital Management
Maryland
$227K -$5.41K -46 -2%
First Manhattan
679
First Manhattan
New York
$227K
GIA
680
Guyasuta Investment Advisors
Pennsylvania
$227K
ICG
681
InterOcean Capital Group
Tennessee
$227K +$5.88K +50 +3%
MMA
682
Miracle Mile Advisors
California
$226K +$228K +1,938 New
WDG
683
Wealth Dimensions Group
Ohio
$224K +$1.53K +13 +0.7%
EF
684
Empirical Finance
Pennsylvania
$222K -$13.4K -114 -6%
SG
685
StoneX Group
New York
$221K +$224K +1,900 New
EH
686
Equitable Holdings
New York
$221K -$2.35K -20 -1%
CCM
687
Covington Capital Management
California
$221K
CCC
688
Crescent Capital Consulting
Louisiana
$221K
LFM
689
LGT Fund Management
Liechtenstein
$219K +$221K +1,880 New
HI
690
Hudock Inc
Pennsylvania
$218K
PWP
691
Principle Wealth Partners
Connecticut
$218K
WAM
692
Wolverine Asset Management
Illinois
$218K
OBWG
693
Onyx Bridge Wealth Group
New York
$214K -$23.3K -198 -10%
Jones Financial Companies
694
Jones Financial Companies
Missouri
$214K +$190K +1,615 +727%
BFA
695
Beaumont Financial Advisors
Massachusetts
$214K +$217K +1,841 New
NC
696
NinePointTwo Capital
California
$211K
CCM
697
Canal Capital Management
Virginia
$210K
BCM
698
Brookstone Capital Management
Illinois
$209K -$1.06K -9 -0.5%
KCM
699
Karp Capital Management
California
$208K
SWM
700
SFG Wealth Management
Maryland
$208K +$210K +1,785 New

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.