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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
GC
701
Gratus Capital
Georgia
$208K +$210K +1,786 New
SFA
702
Souders Financial Advisors
Ohio
$207K +$11.9K +101 +6%
DAS
703
Dynamic Advisor Solutions
Arizona
$207K +$209K +1,777 New
BA
704
Bellwether Advisors
Nebraska
$206K
FANJ
705
Financial Architects (New Jersey)
New Jersey
$202K
PAM
706
Paradigm Asset Management
New York
$201K -$29.4K -250 -13%
IC
707
Intersect Capital
California
$200K -$23.5K -200 -10%
OL
708
Optas LLC
Texas
$200K +$201K +1,712 New
Allspring Global Investments
709
Allspring Global Investments
North Carolina
$195K +$198K +1,681 New
AWM
710
Atticus Wealth Management
Florida
$190K +$168K +1,428 +714%
JFA
711
JNBA Financial Advisors
Minnesota
$182K
SWA
712
Sutton Wealth Advisors
Florida
$178K
SSB
713
Sandy Spring Bank
Maryland
$176K -$23.5K -200 -12%
IA
714
IFP Advisors
Florida
$175K -$7.77K -66 -4%
CFA
715
Carroll Financial Associates
North Carolina
$173K -$1.29K -11 -0.7%
KPCM
716
Kings Point Capital Management
New York
$171K
EWA
717
EverSource Wealth Advisors
Alabama
$171K +$174K +1,475 New
AF
718
Allworth Financial
California
$170K
GC
719
Garde Capital
Washington
$168K +$47.1K +400 +38%
SIC
720
Salem Investment Counselors
North Carolina
$165K +$108K +920 +184%
CBT
721
Central Bank & Trust
Kentucky
$149K -$15.9K -135 -10%
ONST
722
Old North State Trust
North Carolina
$147K +$133K +1,132 +864%
CWP
723
Concord Wealth Partners
Virginia
$146K +$106K +904 +261%
EW
724
Evoke Wealth
California
$145K +$25.5K +217 +21%
CAM
725
Close Asset Management
United Kingdom
$143K

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.