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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
AFG
826
Albion Financial Group
Utah
$27K +$4.59K +39 +20%
PA
827
PSI Advisors
Florida
$26K -$23.5K -200 -47%
TFGT
828
TS Financial Group (TSFG)
Illinois
$26K -$8.24K -70 -24%
SCA
829
Stonebridge Capital Advisors
Minnesota
$26K -$2.35K -20 -8%
CFFP
830
Center for Financial Planning
Michigan
$26K
HS
831
Horan Securities
United States
$26K +$26.1K +222 New
MGI
832
MayTech Global Investments
New York
$25K
AP
833
Arlington Partners
Alabama
$25K +$24.8K +211 New
ATC
834
Adirondack Trust Company
New York
$24K
SFM
835
Signet Financial Management
New Jersey
$24K +$24.2K +206 New
Baillie Gifford & Co
836
Baillie Gifford & Co
United Kingdom
$23K
RF
837
Robbins Farley
New Hampshire
$23K
FMII
838
Farmers & Merchants Investments Inc
Nebraska
$23K +$23.7K +201 New
AIM
839
Anchor Investment Management
South Carolina
$22.7K
LWANC
840
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
OAJ
841
Ogorek Anthony Joseph
New York
$22K
FCA
842
FinTrust Capital Advisors
South Carolina
$21K
BWM
843
Baystate Wealth Management
Massachusetts
$20K -$36.5K -310 -64%
MFT
844
Moisand Fitzgerald Tamayo
Florida
$20K
PCFFS
845
Pacific Center for Financial Services
California
$20K
HIA
846
Harbor Investment Advisory
Maryland
$20K +$235 +2 +1%
CCA
847
Column Capital Advisors
Indiana
$20K +$3.06K +26 +18%
AWM
848
Accel Wealth Management
Iowa
$20K +$3.41K +29 +20%
S
849
Surevest
California
$20K +$19.8K +168 New
TF
850
Tompkins Financial
New York
$19K

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.