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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
CA
801
Cornerstone Advisory
Maryland
$38K +$38.7K +329 New
Axa
802
Axa
France
$35K
EL
803
EMFO LLC
Florida
$35K
RMC
804
Resources Management Corp
Connecticut
$35K
WT
805
Washington Trust
Rhode Island
$35K
ACM
806
Aquatic Capital Management
Illinois
$35K +$35.3K +300 New
BLC
807
Brown, Lisle/Cummings
Rhode Island
$35K +$35.3K +300 New
CB
808
CNB Bank
Pennsylvania
$34K -$24.1K -205 -41%
TCWA
809
Ten Capital Wealth Advisors
Washington
$33K
CI
810
Carroll Investors
South Carolina
$33K +$33.5K +285 New
AA
811
Addison Advisors
Vermont
$32K +$30.6K +260 +1,529%
CWM
812
Cedar Wealth Management
California
$31K +$31.4K +267 New
QC
813
Quent Capital
New York
$31K +$31.5K +268 New
CT
814
Cambridge Trust
Massachusetts
$31K +$31.7K +269 New
FRA
815
Front Row Advisors
California
$30K -$1.18K -10 -4%
RBC
816
Roble Belko & Company
Pennsylvania
$30K
AA
817
AlphaMark Advisors
Kentucky
$30K +$353 +3 +1%
CIA
818
Cascade Investment Advisors
Oregon
$29.1K
CLOS
819
Compagnie Lombard Odier SCmA
Switzerland
$29K
CC
820
Corsicana & Co
Texas
$29K
TVWM
821
Tower View Wealth Management
Wisconsin
$29K
SOW
822
State of Wyoming
Wyoming
$29K +$29.5K +251 +25,100%
ZIG
823
Zullo Investment Group
Pennsylvania
$28K +$28.2K +240 New
ECM
824
Estabrook Capital Management
New York
$27.7K +$28K +238 New
HFS
825
Hantz Financial Services
Michigan
$27K -$1.06K -9 -4%

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.