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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
BAM
851
Barrett Asset Management
New York
$19K +$10.6K +90 +120%
NIC
852
Northwest Investment Counselors
Oregon
$19K +$18.9K +161 New
DHGWA
853
Dixon Hughes Goodman Wealth Advisors
North Carolina
$19K +$19.4K +165 New
MFA
854
McClarren Financial Advisors
Pennsylvania
$18K +$118 +1 +0.7%
ACM
855
Antonetti Capital Management
Florida
$17K
TH
856
TCTC Holdings
Texas
$17K
VRM
857
Vectors Research Management
New York
$17K
BAM
858
Byrne Asset Management
New Jersey
$17K +$17.6K +150 New
KCM
859
KRS Capital Management
Michigan
$17K +$17.6K +150 New
FMP
860
Financial Management Professionals
Texas
$16K -$2K -17 -11%
PWMG
861
Prestige Wealth Management Group
New Jersey
$16K -$118 -1 -0.7%
Canada Life
862
Canada Life
Manitoba, Canada
$15K -$19.8M -168,099 -100%
APC
863
Aspire Private Capital
North Carolina
$15K -$235 -2 -2%
CAL
864
Capital Analysts LLC
Pennsylvania
$15K
GCM
865
Gables Capital Management
Florida
$15K
HPC
866
HM Payson & Co
Maine
$15K
MWM
867
Mascoma Wealth Management
New Hampshire
$15K
WB
868
Webster Bank
Connecticut
$15K
WOC
869
West Oak Capital
California
$15K
AII
870
AGF Investments Inc
Ontario, Canada
$14K
SWA
871
SOA Wealth Advisors
New York
$14K
HCP
872
Hexagon Capital Partners
Arkansas
$13K -$4.35K -37 -25%
TIM
873
Tortoise Investment Management
New York
$13K
M1FG
874
Mach-1 Financial Group
Arkansas
$13K +$13.8K +117 New
AP
875
Atwood & Palmer
Missouri
$12K

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.