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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
PSP
976
Principal Street Partners
Tennessee
-$539K -4,491 Closed
GRP
977
Global Retirement Partners
California
-$472K -3,931 Closed
QP
978
Quilter Plc
United Kingdom
-$614K -3,797 Closed
WB
979
WesBanco Bank
West Virginia
-$416K -3,460 Closed
BBP
980
Banco BTG Pactual
Brazil
-$372K -3,100 Closed
GT
981
Glenview Trust
Kentucky
-$371K -3,086 Closed
TSS
982
Two Sigma Securities
New York
-$333K -2,776 Closed
AWA
983
Arkadios Wealth Advisors
Georgia
-$305K -2,546 Closed
KPW
984
Kore Private Wealth
New York
-$305K -2,540 Closed
Teacher Retirement System of Texas
985
Teacher Retirement System of Texas
Texas
-$303K -2,527 Closed
WCA
986
Westover Capital Advisors
Delaware
-$299K -2,490 Closed
AC
987
Allstate Corporation
Illinois
-$296K -2,462 Closed
CBN
988
Cadence Bank NA
Texas
-$288K -2,401 Closed
DA
989
DCM Advisors
New York
-$282K -2,350 Closed
VC
990
Veracity Capital
Georgia
-$272K -2,261 Closed
GVAG
991
Great Valley Advisor Group
Delaware
-$256K -2,134 Closed
GKWIM
992
Gerber Kawasaki Wealth & Investment Management
California
-$255K -2,129 Closed
LBC
993
Lawrence B. Cohen
-$250K -2,084 Closed
CWM
994
Centric Wealth Management
Illinois
-$242K -2,018 Closed
KCM
995
Kathmere Capital Management
Pennsylvania
-$242K -2,014 Closed
E
996
Ergoteles
New York
-$240K -1,997 Closed
SBH
997
Segall Bryant & Hamill
Illinois
-$234K -1,954 Closed
PMA
998
Prudent Man Advisors
Illinois
-$232K -1,928 Closed
AI
999
ArchPoint Investors
Florida
-$218K -1,811 Closed
CPC
1000
Cookson Peirce & Co
Pennsylvania
-$217K -1,805 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.