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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
BAM
851
Barrett Asset Management
New York
$9K +$8.73K +75 New
CFA
852
Cahill Financial Advisors
Minnesota
$9K +$9.08K +78 New
TJHA
853
Thomas J. Herzfeld Advisors
Florida
$8K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
854
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K +$8.15K +70 New
CHA
855
Carmichael Hill & Associates
Maryland
$7K +$1.4K +12 +24%
SAI
856
Systematic Alpha Investments
New Jersey
$7K +$6.29K +54 New
LS
857
Leelyn Smith
Illinois
$7K +$6.87K +59 New
KTC
858
Kistler-Tiffany Companies
Pennsylvania
$6K -$53.7K -461 -90%
MSFP
859
Mark Sheptoff Financial Planning
Connecticut
$6K -$29.1K -250 -83%
APWA
860
Atlas Private Wealth Advisors
New Jersey
$6K -$20.1K -173 -77%
DAM
861
Delta Asset Management
Tennessee
$6K
LWA
862
Lowe Wealth Advisors
Maryland
$6K
WAS
863
Winch Advisory Services
Wisconsin
$6K +$2.44K +21 +75%
GI
864
GS Investments
Minnesota
$6K +$5.82K +50 New
NSB
865
Norway Savings Bank
Maine
$6K +$5.82K +50 New
BIA
866
Bell Investment Advisors
California
$6K +$6.05K +52 New
JWM
867
Jackson Wealth Management
Florida
$6K +$35.3K +303 +3%
TF
868
TimeScale Financial
Massachusetts
$5K +$4.42K +38 New
CWM
869
Cranbrook Wealth Management
Michigan
$5K +$4.77K +41 New
DSC
870
Duncker Streett & Co
Missouri
$4K
DWP
871
Destiny Wealth Partners
Florida
$4K +$3.49K +30 New
WLPWM
872
Walled Lake Planning & Wealth Management
Illinois
$4K +$3.49K +30 New
PSB
873
Piscataqua Savings Bank
New Hampshire
$4K +$4.07K +35 New
PFBT
874
Parkside Financial Bank & Trust
Missouri
$4K +$4.19K +36 New
BC
875
Burleson & Co
California
$3K

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.