We are live on ! Find out more
AZN icon

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
Truist Financial
126
Truist Financial
North Carolina
$11.8M +$2.84M +24,165 +31%
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$11.7M +$11.8M +100,599 New
BPC
128
Banque Pictet & Cie
Switzerland
$11.7M -$199K -1,695 -2%
PNAA
129
Pictet North America Advisors
Switzerland
$11.4M -$132K -1,126 -1%
BCMO
130
Buckingham Capital Management (Ohio)
Ohio
$11.2M +$242K +2,053 +2%
ST
131
SAL Trading
Pennsylvania
$11M +$11.1M +94,138 New
GT
132
Glenmede Trust
Pennsylvania
$10.7M -$798K -6,785 -7%
PL
133
Parkwood LLC
Ohio
$10.4M -$6.12M -52,005 -37%
Osaic Holdings
134
Osaic Holdings
Arizona
$10.2M -$124K -1,056 -1%
CTI
135
Community Trust & Investment
Kentucky
$10.1M +$5.18M +44,045 +103%
ECG
136
Edge Capital Group
Georgia
$9.87M -$114K -970 -1%
FLPIM
137
F.L. Putnam Investment Management
Massachusetts
$9.73M +$431K +3,659 +5%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$9.34M -$72.4K -615 -0.8%
BF
139
BOK Financial
Oklahoma
$9.24M +$195K +1,653 +2%
CM
140
Caption Management
Oklahoma
$9.16M +$8.18M +69,494 +759%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$9.15M -$97.8K -831 -1%
HT
142
HAP Trading
New York
$8.57M +$904K +7,684 +12%
Verition Fund Management
143
Verition Fund Management
Connecticut
$7.86M -$149M -1,268,601 -95%
SF
144
Synovus Financial
Georgia
$7.61M +$407K +3,455 +6%
B
145
Bailard
California
$7.57M -$473K -4,018 -6%
M
146
MOTCO
Texas
$7.55M +$43.5K +370 +0.6%
SIS
147
Susquehanna International Securities
Ireland
$7.36M +$6.78M +57,621 +1,037%
JIR
148
James Investment Research
Ohio
$7.32M -$318K -2,699 -4%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$7.28M -$476K -4,043 -6%
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$7.27M +$1.64M +13,907 +29%

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.