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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
CBT
726
CoreFirst Bank & Trust
Kansas
$84K
TWM
727
Tradition Wealth Management
Minnesota
$84K
FWM
728
Focused Wealth Management
New York
$84K +$116 +1 +0.1%
AWA
729
Artemis Wealth Advisors
New York
$76.9K +$582 +5 +0.8%
RCA
730
Ranch Capital Advisors
Florida
$74K -$9.31K -80 -12%
LF
731
Lee Financial
Texas
$74K +$1.86K +16 +3%
Toronto Dominion Bank
732
Toronto Dominion Bank
Ontario, Canada
$72K
SWM
733
Sugarloaf Wealth Management
Georgia
$71K +$3.03K +26 +5%
GPA
734
Guidance Point Advisors
Massachusetts
$71K +$69.7K +599 New
HFA
735
HC Financial Advisors
California
$65K +$33.5K +288 +115%
NFSG
736
Newbridge Financial Services Group
Florida
$63K +$1.75K +15 +3%
WPA
737
West Paces Advisors
Georgia
$61.6K
SNT
738
Security National Trust
West Virginia
$61K
JWM
739
Janiczek Wealth Management
Colorado
$61K +$2.33K +20 +4%
PB
740
Pinnacle Bancorp
Nebraska
$60K
SIC
741
Salem Investment Counselors
North Carolina
$60K
FGAM
742
Financial Gravity Asset Management
Texas
$60K +$1.28K +11 +1,100%
CB
743
CNB Bank
Pennsylvania
$60K +$52.1K +448 +896%
AF
744
Advisornet Financial
Minnesota
$59K +$9.43K +81 +20%
BEI
745
Benjamin Edwards Inc
Missouri
$59K +$39.5K +339 +226%
NFG
746
Next Financial Group
Texas
$59K +$39.7K +341 +229%
GWS
747
Glassman Wealth Services
Virginia
$58K +$17.5K +150 +45%
BWM
748
Baystate Wealth Management
Massachusetts
$58K +$56K +481 New
CI
749
CX Institutional
Indiana
$57K +$55.5K +477 New
MA
750
MUFG Americas
New York
$56K

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.