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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$71.7M -$24.2M -205,330 -25%
Citadel Advisors
52
Citadel Advisors
Florida
$68.5M +$12.1M +103,029 +21%
Federated Hermes
53
Federated Hermes
Pennsylvania
$68.5M +$16.3M +138,810 +31%
Jane Street
54
Jane Street
New York
$68.5M -$1.23M -10,448 -2%
SI
55
Scharf Investments
California
$63M +$6.82M +57,976 +12%
First Trust Advisors
56
First Trust Advisors
Illinois
$62.3M +$3.63M +30,886 +6%
CS
57
Candriam SCA
Luxembourg
$61.8M +$1.93M +16,388 +3%
HJGA
58
Hardman Johnston Global Advisors
Connecticut
$61.8M -$3.75M -31,890 -6%
TIM
59
Thornburg Investment Management
New Mexico
$61.8M +$5.61M +47,685 +10%
SFM
60
Sphera Funds Management
Israel
$61.5M -$13.9M -118,100 -18%
UBS Group
61
UBS Group
Switzerland
$56.9M -$901K -7,656 -2%
EP
62
Eversept Partners
New York
$55.3M +$3.44M +29,208 +7%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$52.3M +$14.9M +126,920 +40%
Two Sigma Investments
64
Two Sigma Investments
New York
$51.3M +$34M +288,878 +191%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$50M +$6.36M +54,053 +14%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$49.9M +$40.4M +343,348 +404%
Optiver Holding
67
Optiver Holding
Netherlands
$49.8M +$50.2M +427,038 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$49.5M -$119M -1,015,311 -70%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$47.8M -$21M -178,080 -30%
Dodge & Cox
70
Dodge & Cox
California
$47.6M -$1.53M -12,985 -3%
Arrowstreet Capital
71
Arrowstreet Capital
Massachusetts
$47M +$47.5M +403,604 New
TCM
72
Tekla Capital Management
Massachusetts
$45.9M -$1.5M -12,721 -3%
PHS
73
PFM Health Sciences
California
$45.8M
Macquarie Group
74
Macquarie Group
Australia
$45.4M -$2.18M -18,558 -5%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$43.7M -$121M -1,031,832 -73%

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.