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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
EARNEST Partners
926
EARNEST Partners
Georgia
$1K -$10.8K -92 -88%
VCM
927
Versant Capital Management
Arizona
$1K -$235 -2 -15%
AW
928
Avion Wealth
Texas
$1K
AWM
929
Avior Wealth Management
Nebraska
$1K
RG
930
Retirement Group
California
$1K
SC
931
Solstein Capital
California
$1K
TFM
932
TFC Financial Management
Massachusetts
$1K
CA
933
Centerpoint Advisors
Massachusetts
$1K +$588 +5 New
GFPC
934
Global Financial Private Client
Florida
$466
BIM
935
Baldwin Investment Management
Pennsylvania
$344
FHC
936
First Heartland Consultants
Missouri
$310 -$16.8K -143 -5%
WC
937
Wexford Capital
Florida
$205 +$208K +1,764 New
WIM
938
Westside Investment Management
California
$69 -$346K -2,942 -83%
EOJOAM
939
E. Ohman J:or Asset Management
Sweden
$58
CP
940
Castleview Partners
Texas
$46 +$158K +1,340 New
SFCL
941
Strengthening Families & Communities LLC
Massachusetts
$37 +$36.9K +314 New
BBHC
942
Brown Brothers Harriman & Co
New York
$36
FFG
943
Ford Financial Group
California
$1 +$1.18K +10 New
Holocene Advisors
944
Holocene Advisors
New York
-$69M -574,697 Closed
SI
945
Sofinnova Investments
California
-$67.8M -564,136 Closed
PC
946
PointState Capital
New York
-$48.4M -410,950 Closed
ITP
947
Iron Triangle Partners
Connecticut
-$18M -150,000 Closed
Calamos Advisors
948
Calamos Advisors
Illinois
-$17.8M -148,454 Closed
SFI
949
Susquehanna Fundamental Investments
Pennsylvania
-$16.6M -138,056 Closed
LP
950
LMR Partners
United Kingdom
-$16.4M -135,587 Closed

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.