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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
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K -$6.83K -58 -7%
ME
752
McIlrath & Eck
Washington
$85K
HF
753
Halpern Financial
Virginia
$84.2K
TSWM
754
Tyler-Stone Wealth Management
Ohio
$84K +$84.6K +719 New
FHA
755
First Horizon Advisors
Tennessee
$82K -$7.06K -60 -8%
FWM
756
Focused Wealth Management
New York
$82K
SC
757
Seldon Capital
California
$82K +$83.2K +707 New
BFG
758
Baron Financial Group
New Jersey
$81.5K
CBT
759
CoreFirst Bank & Trust
Kansas
$81K
WFS
760
Widmann Financial Services
Maryland
$78K +$79.1K +672 New
AIP
761
Ahrens Investment Partners
Louisiana
$75K +$76.1K +647 New
AWA
762
Artemis Wealth Advisors
New York
$74.6K
Schroder Investment Management Group
763
Schroder Investment Management Group
United Kingdom
$74K -$41.2K -350 -52%
RK
764
Rather & Kittrell
Tennessee
$73K +$74.7K +635 New
FP
765
Financial Perspectives
Minnesota
$72.6K +$72.1K +613 +6,130%
OIA
766
Optimum Investment Advisors
Illinois
$71K -$11.8K -100 -14%
TWM
767
Tradition Wealth Management
Minnesota
$71K -$10.6K -90 -13%
LF
768
Lee Financial
Texas
$71K -$1.29K -11 -2%
CFO
769
CVA Family Office
Colorado
$71K +$71.8K +610 New
Toronto Dominion Bank
770
Toronto Dominion Bank
Ontario, Canada
$70K
SWM
771
Sugarloaf Wealth Management
Georgia
$69K
PB
772
Pinnacle Bancorp
Nebraska
$68K +$9.53K +81 +16%
VNA
773
Valley National Advisers
Pennsylvania
$67K -$19.3K -164 -22%
CA
774
Clearstead Advisors
Ohio
$65K -$82.4K -700 -55%
RE
775
RBC Europe
United Kingdom
$64K +$11.8K +100 +22%

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.