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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
CA
701
Clearstead Advisors
Ohio
$152K +$116K +997 +376%
CAM
702
Close Asset Management
United Kingdom
$148K
BCA
703
Berman Capital Advisors
Georgia
$134K +$23.3K +200 +22%
AA
704
Ancora Advisors
Ohio
$132K -$6.05K -52 -5%
SFPG
705
Stonebridge Financial Planning Group
Florida
$128K
Koshinski Asset Management
706
Koshinski Asset Management
Illinois
$126K +$123K +1,053 New
GC
707
Garde Capital
Washington
$125K +$931 +8 +0.8%
EW
708
Evoke Wealth
California
$124K +$233 +2 +0.2%
ZB
709
Zions Bancorporation
Utah
$122K -$42.1K -362 -26%
CA
710
Crewe Advisors
Utah
$113K
JWA
711
JFS Wealth Advisors
Pennsylvania
$109K +$47.4K +407 +81%
FFC
712
First Financial Corp
Indiana
$106K
DWA
713
Dougherty Wealth Advisers
Minnesota
$103K
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
BIP
715
Blueprint Investment Partners
North Carolina
$100K +$97.1K +834 New
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$15K +129 +20%
BCV
717
Banque Cantonale Vaudoise
Switzerland
$93K +$16.2K +139 +22%
FHA
718
First Horizon Advisors
Tennessee
$92K +$7.22K +62 +9%
VNA
719
Valley National Advisers
Pennsylvania
$89K
ME
720
McIlrath & Eck
Washington
$88K +$68.1K +585 +406%
KA
721
Kozak & Associates
Colorado
$87K +$85K +730 New
HF
722
Halpern Financial
Virginia
$86.8K -$36.8K -316 -30%
FPS
723
Fieldpoint Private Securities
Connecticut
$86K +$15K +129 +22%
OIA
724
Optimum Investment Advisors
Illinois
$85K +$12.3K +106 +18%
BFG
725
Baron Financial Group
New Jersey
$84.1K -$11.6K -100 -13%

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.