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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
Brown Advisory
926
Brown Advisory
Maryland
-$380K -3,170 Closed
SFA
927
Sequoia Financial Advisors
Ohio
-$376K -3,139 Closed
RSWM
928
Robertson Stephens Wealth Management
California
-$350K -2,925 Closed
PCA
929
Peddock Capital Advisors
Massachusetts
-$283K -2,474 Closed
PAMG
930
Patton Albertson Miller Group
Tennessee
-$285K -2,375 Closed
KBC Group
931
KBC Group
Belgium
-$264K -2,209 Closed
VWA
932
Visionary Wealth Advisors
Illinois
-$254K -2,123 Closed
GSC
933
Ground Swell Capital
South Carolina
-$249K -2,080 Closed
LWM
934
Lyell Wealth Management
California
-$212K -1,766 Closed
CC
935
Centiva Capital
New York
-$143K -1,198 Closed
TI
936
tru Independence
Oregon
-$129K -1,075 Closed
PSIWM
937
Paradigm Strategies in Wealth Management
Minnesota
-$120K -1,000 Closed
WP
938
WealthShield Partners
North Carolina
-$82K -684 Closed
PGWM
939
Parisi Gray Wealth Management
New Jersey
-$74K -621 Closed
RDWM
940
Red Door Wealth Management
Tennessee
-$60K -507 Closed
CFO
941
CVA Family Office
Colorado
-$60K -504 Closed
AS
942
Altshuler Shaham
Israel
-$34K -286 Closed
PMFA
943
Plante Moran Financial Advisors
Michigan
-$34K -280 Closed
BBL
944
Beck Bode LLC
Massachusetts
-$30K -250 Closed
AWM
945
Activest Wealth Management
Florida
-$26K -221 Closed
EWM
946
Evermay Wealth Management
Virginia
-$24K -200 Closed
M1FG
947
Mach-1 Financial Group
Arkansas
-$14K -117 Closed
MCM
948
Manchester Capital Management
Vermont
-$8K -71 Closed
CWC
949
Carolinas Wealth Consulting
North Carolina
-$8K -67 Closed
CT
950
Caldwell Trust
Florida
-$2.81K -24 Closed

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.