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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
HFA
776
HC Financial Advisors
California
$63K
AF
777
Advisornet Financial
Minnesota
$63K +$5.41K +46 +9%
NSIM
778
North Star Investment Management
Illinois
$63K +$63K +535 +5,350%
GWS
779
Glassman Wealth Services
Virginia
$61K +$4.59K +39 +8%
WPA
780
West Paces Advisors
Georgia
$59.7K
SC
781
Stephens Consulting
Michigan
$59.3K +$59.9K +509 New
PCMC
782
Paragon Capital Management (Colorado)
Colorado
$58K +$58.8K +500 New
JWM
783
Janiczek Wealth Management
Colorado
$57K -$1.76K -15 -3%
IAG
784
Investmark Advisory Group
Connecticut
$57K +$57.8K +491 New
MA
785
MUFG Americas
New York
$55K
BG
786
Bollard Group
Massachusetts
$53K
PH
787
Pinnacle Holdings
Oklahoma
$52.4K
EWM
788
Endurance Wealth Management
Rhode Island
$51K
ASBI
789
American State Bank (Iowa)
Iowa
$49.5K
BWM
790
BerganKDV Wealth Management
Minnesota
$49K
TWA
791
TCI Wealth Advisors
Arizona
$47K +$9.18K +78 +24%
JGIA
792
Jackson Grant Investment Advisers
Connecticut
$45K
DAC
793
Dividend Assets Capital
South Carolina
$44K
GAM
794
Gemmer Asset Management
California
$44K
FFA
795
Freedman Financial Associates
Massachusetts
$43K
FAG
796
Fortitude Advisory Group
Washington
$42K +$42.1K +358 New
IPW
797
IronBridge Private Wealth
Texas
$41K
MRCM
798
M&R Capital Management
New Jersey
$40K
AAP
799
Ardsley Advisory Partners
Connecticut
$38K -$17.7M -150,025 -100%
IBOK
800
Independence Bank of Kentucky
Kentucky
$38K

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.