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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
GEA
901
Glen Eagle Advisors
New Jersey
$5.71K -$26.8K -228 -82%
KFS
902
Kelly Financial Services
Massachusetts
$5.04K +$2.94K +25 +139%
HCM
903
Huber Capital Management
California
$5K -$201K -1,705 -97%
CWM
904
Cranbrook Wealth Management
Michigan
$5K
WWM
905
Wolff Wiese Magana
California
$5K +$4.82K +41 +513%
BIA
906
Bell Investment Advisors
California
$4K -$2.12K -18 -35%
WAS
907
Winch Advisory Services
Wisconsin
$4K -$1.18K -10 -20%
DSC
908
Duncker Streett & Co
Missouri
$4K
PSB
909
Piscataqua Savings Bank
New Hampshire
$4K
TF
910
TimeScale Financial
Massachusetts
$4K
WPWM
911
Western Pacific Wealth Management
Illinois
$4K +$4.12K +35 New
BC
912
Burleson & Co
California
$3K
HFM
913
Harvest Fund Management
China
$3K
LFG
914
Larson Financial Group
Missouri
$3K
AIM
915
AHL Investment Management
Florida
$3K +$2.94K +25 New
Kayne Anderson Rudnick Investment Management
916
Kayne Anderson Rudnick Investment Management
California
$3K +$3.29K +28 New
HIIFS
917
Harel Insurance Investments & Financial Services
Israel
$3K +$3.41K +29 New
EBA
918
Eagle Bay Advisors
New York
$2K -$16.2K -138 -91%
AIP
919
Ameritas Investment Partners
Nebraska
$2K
Bank Julius Baer & Co
920
Bank Julius Baer & Co
Switzerland
$2K
MCM
921
MV Capital Management
Maryland
$2K
AAP
922
Arax Advisory Partners
Colorado
$2K +$1.53K +13 +217%
AWA
923
Aquire Wealth Advisors
Utah
$2K +$1.65K +14 New
KFP
924
KB Financial Partners
New Jersey
$2K +$1.76K +15 New
FGAM
925
Financial Gravity Asset Management
Texas
$1.36K +$63.4K +539 +4,492%

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.