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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
876
Bellevue Asset Management
Washington
$12K
BBPWM
877
Blue Bell Private Wealth Management
Pennsylvania
$12K +$11.6K +99 New
CWM
878
CarsonAllaria Wealth Management
Illinois
$12K +$11.8K +100 New
MTIC
879
Missouri Trust & Investment Company
Missouri
$12K +$11.8K +100 New
OA
880
Operose Advisors
Wisconsin
$12K +$11.8K +100 New
AIC
881
Archer Investment Corporation
Indiana
$11.7K
OSNBOA
882
Old Second National Bank of Aurora
Illinois
$10K -$5.88K -50 -33%
LWA
883
Lenox Wealth Advisors
New York
$10K
SCA
884
Stuart Chaussee & Associates
California
$10K
TCWM
885
Total Clarity Wealth Management
Illinois
$10K
CTB
886
Country Trust Bank
Illinois
$9K -$11.8K -100 -57%
NSB
887
Norway Savings Bank
Maine
$9K +$2.94K +25 +50%
FMTCOCP
888
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K +$5.53K +47 +168%
FCT
889
First Community Trust
Iowa
$8.74K +$8.82K +75 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
890
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K
TJHA
891
Thomas J. Herzfeld Advisors
Florida
$8K
CHA
892
Carmichael Hill & Associates
Maryland
$7K
BC
893
Barnett & Company
Tennessee
$7K +$6.83K +58 New
PFSC
894
Peoples Financial Services Corp
Pennsylvania
$6K -$2.94K -25 -33%
DAM
895
Delta Asset Management
Tennessee
$6K
KTC
896
Kistler-Tiffany Companies
Pennsylvania
$6K
LWA
897
Lowe Wealth Advisors
Maryland
$6K
MSFP
898
Mark Sheptoff Financial Planning
Connecticut
$6K
FBT
899
First Bank & Trust
South Dakota
$6K +$3.18K +27 +100%
RWA
900
RGT Wealth Advisors
Texas
$6K +$5.77K +49 New

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.