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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
OPS
1001
Orion Portfolio Solutions
Nebraska
-$209K -1,743 Closed
AC
1002
Avestar Capital
New York
-$203K -1,688 Closed
CBTWT
1003
Community Bank & Trust (Waco, Texas)
Texas
-$200K -1,666 Closed
MAM
1004
Meeder Asset Management
Ohio
-$198K -1,646 Closed
CPC
1005
Consolidated Planning Corp
Georgia
-$173K -1,439 Closed
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$98.4K -836 -100%
RCA
1007
Ranch Capital Advisors
Florida
-$74K -614 Closed
GPA
1008
Guidance Point Advisors
Massachusetts
-$71K -599 Closed
CI
1009
CX Institutional
Indiana
-$57K -477 Closed
PCA
1010
Providence Capital Advisors
North Carolina
-$55K -461 Closed
EWA
1011
Evolution Wealth Advisors
Florida
-$43K -359 Closed
BC
1012
Bartlett & Co
Ohio
-$37K -312 Closed
BCWM
1013
Bartlett & Co Wealth Management
Ohio
-$37.4K -312 Closed
CFD
1014
Creative Financial Designs
Indiana
-$37K -308 Closed
BMD
1015
Better Money Decisions
New Mexico
-$29K -243 Closed
RTL
1016
Red Tortoise LLC
Georgia
-$24K -222 Closed
DOA
1017
D'Orazio & Associates
Virginia
-$21K -174 Closed
RIA
1018
RPG Investment Advisory
California
-$16K -133 Closed
LWM
1019
Liberty Wealth Management
California
-$16K -131 Closed
SFP
1020
Sterling Financial Planning
New Jersey
-$12K -100 Closed
CAGAS
1021
Capital Advisory Group Advisory Services
Minnesota
-$9K -79 Closed
CFA
1022
Cahill Financial Advisors
Minnesota
-$9K -78 Closed
EFSCE
1023
Enterprise Financial Services Corp (EFSC)
Missouri
-$9K -76 Closed
COCM
1024
Charter Oak Capital Management
New Hampshire
-$8.82K -75 -99%
LS
1025
Leelyn Smith
Illinois
-$7K -59 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.