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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
Baillie Gifford & Co
801
Baillie Gifford & Co
United Kingdom
$24K +$23.3K +200 New
RTL
802
Red Tortoise LLC
Georgia
$24K +$25.8K +222 New
AIM
803
Anchor Investment Management
South Carolina
$23.4K
AFG
804
Albion Financial Group
Utah
$23K
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K
OAJ
806
Ogorek Anthony Joseph
New York
$23K
FCA
807
FinTrust Capital Advisors
South Carolina
$22K +$7.33K +63 +54%
CTB
808
Country Trust Bank
Illinois
$21K -$3.49K -30 -15%
HIA
809
Harbor Investment Advisory
Maryland
$21K
MFT
810
Moisand Fitzgerald Tamayo
Florida
$21K
PCFFS
811
Pacific Center for Financial Services
California
$21K
DOA
812
D'Orazio & Associates
Virginia
$21K +$20.3K +174 New
FMP
813
Financial Management Professionals
Texas
$19K +$4.77K +41 +36%
EBA
814
Eagle Bay Advisors
New York
$19K +$17.6K +151 New
TF
815
Tompkins Financial
New York
$19K +$18.9K +162 New
HCP
816
Hexagon Capital Partners
Arkansas
$18K
TH
817
TCTC Holdings
Texas
$18K
VRM
818
Vectors Research Management
New York
$18K
MFA
819
McClarren Financial Advisors
Pennsylvania
$18K +$116 +1 +0.7%
OSNBOA
820
Old Second National Bank of Aurora
Illinois
$18K +$5.82K +50 +50%
ACM
821
Antonetti Capital Management
Florida
$18K +$17.5K +150 New
AWM
822
Accel Wealth Management
Iowa
$17K -$3.26K -28 -16%
PWMG
823
Prestige Wealth Management Group
New Jersey
$17K +$1.51K +13 +10%
CCA
824
Column Capital Advisors
Indiana
$17K +$2.79K +24 +20%
ONST
825
Old North State Trust
North Carolina
$16K

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.