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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
PCA
751
Providence Capital Advisors
North Carolina
$55K +$53.7K +461 New
PH
752
Pinnacle Holdings
Oklahoma
$54.1K
RE
753
RBC Europe
United Kingdom
$54.1K
BG
754
Bollard Group
Massachusetts
$54K +$52.8K +454 New
EWM
755
Endurance Wealth Management
Rhode Island
$53K +$15.4K +132 +43%
BWM
756
BerganKDV Wealth Management
Minnesota
$51K +$10.5K +90 +27%
PA
757
PSI Advisors
Florida
$51K +$49.4K +424 New
ASBI
758
American State Bank (Iowa)
Iowa
$51K +$49.5K +425 New
MHR
759
Matthew Hamilton Rosenberg
$47K +$11.4K +98 +34%
JGIA
760
Jackson Grant Investment Advisers
Connecticut
$46K
DAC
761
Dividend Assets Capital
South Carolina
$45K
GAM
762
Gemmer Asset Management
California
$45K
FFA
763
Freedman Financial Associates
Massachusetts
$44K +$25.6K +220 +150%
EWA
764
Evolution Wealth Advisors
Florida
$43K -$60.6K -521 -59%
IPW
765
IronBridge Private Wealth
Texas
$42K +$116 +1 +0.3%
CWP
766
Concord Wealth Partners
Virginia
$42K +$1.28K +11 +3%
BWA
767
BDO Wealth Advisors
Florida
$42K +$29.2K +251 +249%
MRCM
768
M&R Capital Management
New Jersey
$41K
IBOK
769
Independence Bank of Kentucky
Kentucky
$40K
EIP
770
Ellis Investment Partners
Pennsylvania
$40K +$233 +2 +0.6%
TWA
771
TCI Wealth Advisors
Arizona
$39K +$6.17K +53 +20%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$37.4K +$1.63K +14 +5%
BC
773
Bartlett & Co
Ohio
$37K +$1.63K +14 +5%
CFD
774
Creative Financial Designs
Indiana
$37K +$31K +266 +633%
WT
775
Washington Trust
Rhode Island
$36K -$10.8K -93 -24%

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.