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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
FMTCOCP
876
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
FBT
877
First Bank & Trust
South Dakota
$3K
LFG
878
Larson Financial Group
Missouri
$3K
KIG
879
Kowal Investment Group
Wisconsin
$3K +$3.14K +27 New
HFM
880
Harvest Fund Management
China
$3K +$3.84K +33 New
KFS
881
Kelly Financial Services
Massachusetts
$2.13K -$121K -1,041 -98%
AIP
882
Ameritas Investment Partners
Nebraska
$2K
MCM
883
MV Capital Management
Maryland
$2K
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
$2K +$349 +3 +18%
AA
885
Addison Advisors
Vermont
$2K +$931 +8 +89%
VCM
886
Versant Capital Management
Arizona
$2K +$1.51K +13 New
HWMA
887
Heritage Wealth Management (Arizona)
Arizona
$2K +$1.86K +16 New
FP
888
Financial Perspectives
Minnesota
$1.17K -$358K -3,075 -100%
AAP
889
Arax Advisory Partners
Colorado
$1K -$2.44K -21 -78%
NSIM
890
North Star Investment Management
Illinois
$1K
SC
891
Solstein Capital
California
$1K
WWM
892
Wolff Wiese Magana
California
$1K
RG
893
Retirement Group
California
$1K +$582 +5 New
TFM
894
TFC Financial Management
Massachusetts
$1K +$582 +5 New
TFO
895
Tarbox Family Office
California
$1K +$815 +7 +700%
AW
896
Avion Wealth
Texas
$1K +$931 +8 New
AWM
897
Avior Wealth Management
Nebraska
$1K +$1.16K +10 New
Nisa Investment Advisors
898
Nisa Investment Advisors
Missouri
$713 +$691K +5,937 New
GFPC
899
Global Financial Private Client
Florida
$477 +$466 +4 New
WIM
900
Westside Investment Management
California
$425 +$87.2K +749 +27%

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.