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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
AA
726
Ancora Advisors
Ohio
$128K
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$120K -$2.82K -24 -2%
SFPG
728
Stonebridge Financial Planning Group
Florida
$119K
ZB
729
Zions Bancorporation
Utah
$118K -$706 -6 -0.6%
MW
730
Milestone Wealth
New York
$117K +$118K +1,000 New
SCA
731
Sandy Cove Advisors
Massachusetts
$117K +$118K +1,000 New
NFSG
732
Newbridge Financial Services Group
Florida
$116K +$55.5K +472 +91%
JWA
733
JFS Wealth Advisors
Pennsylvania
$115K +$9.41K +80 +9%
BIP
734
Blueprint Investment Partners
North Carolina
$110K +$12.6K +107 +13%
CA
735
Crewe Advisors
Utah
$109K
NFG
736
Next Financial Group
Texas
$109K +$52K +442 +90%
PP
737
PrairieView Partners
Minnesota
$109K +$110K +932 New
HI
738
Harbour Investments
Wisconsin
$106K -$736K -6,254 -87%
FFC
739
First Financial Corp
Indiana
$103K
WTA
740
Washington Trust Advisors
Massachusetts
$103K +$104K +884 New
DWA
741
Dougherty Wealth Advisers
Minnesota
$100K
BHWM
742
Beaird Harris Wealth Management
Texas
$99K +$100K +850 New
BWA
743
BDO Wealth Advisors
Florida
$97K +$56.7K +482 +137%
FPS
744
Fieldpoint Private Securities
Connecticut
$96K +$12.6K +107 +15%
MHR
745
Matthew Hamilton Rosenberg
$93K +$48.1K +409 +105%
HNWAG
746
High Net Worth Advisory Group
Florida
$93K +$93.8K +797 New
EIP
747
Ellis Investment Partners
Pennsylvania
$92K +$53.9K +458 +136%
BCV
748
Banque Cantonale Vaudoise
Switzerland
$90K
KA
749
Kozak & Associates
Colorado
$89K
RA
750
Rise Advisors
New York
$88.1K +$89K +756 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.