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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
WOC
826
West Oak Capital
California
$16K
APC
827
Aspire Private Capital
North Carolina
$16K +$3.14K +27 +26%
LWM
828
Liberty Wealth Management
California
$16K +$4.07K +35 +36%
MWM
829
Mascoma Wealth Management
New Hampshire
$16K +$15.4K +132 New
RIA
830
RPG Investment Advisory
California
$16K +$15.5K +133 New
CAL
831
Capital Analysts LLC
Pennsylvania
$15K -$2.44K -21 -14%
GCM
832
Gables Capital Management
Florida
$15K
HPC
833
HM Payson & Co
Maine
$15K
WB
834
Webster Bank
Connecticut
$15K +$14.8K +127 New
SWA
835
SOA Wealth Advisors
New York
$14K -$14.3K -123 -50%
TIM
836
Tortoise Investment Management
New York
$14K
AII
837
AGF Investments Inc
Ontario, Canada
$14K +$1.75K +15 +14%
EARNEST Partners
838
EARNEST Partners
Georgia
$13K +$12.2K +105 New
AIC
839
Archer Investment Corporation
Indiana
$12K
AP
840
Atwood & Palmer
Missouri
$12K
BAM
841
Bellevue Asset Management
Washington
$12K
SFP
842
Sterling Financial Planning
New Jersey
$12K
LWA
843
Lenox Wealth Advisors
New York
$11K
WQ
844
Wealth Quarterback
New Jersey
$11K +$116 +1 +1%
SCA
845
Stuart Chaussee & Associates
California
$10K
TCWM
846
Total Clarity Wealth Management
Illinois
$10K +$9.89K +85 New
EFSCE
847
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$67.9K -583 -88%
COCM
848
Charter Oak Capital Management
New Hampshire
$9K
PFSC
849
Peoples Financial Services Corp
Pennsylvania
$9K
CAGAS
850
Capital Advisory Group Advisory Services
Minnesota
$9K +$6.63K +57 +259%

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.