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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$4.98M -$657K -5,583 -12%
ProShare Advisors
177
ProShare Advisors
Maryland
$4.97M +$1.1M +9,336 +28%
KAS
178
Kestra Advisory Services
Texas
$4.77M -$316K -2,682 -6%
GCAC
179
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.73M -$62.7K -533 -1%
SC
180
Scotia Capital
Ontario, Canada
$4.72M +$1.07M +9,107 +29%
Victory Capital Management
181
Victory Capital Management
Texas
$4.67M +$2.36M +20,044 +100%
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$4.63M +$4.67M +39,702 +13,323%
AI
183
Atria Investments
North Carolina
$4.61M +$196K +1,664 +4%
BCI
184
Brinker Capital Investments
Pennsylvania
$4.53M +$188K +1,600 +4%
Comerica Bank
185
Comerica Bank
Texas
$4.41M -$177K -1,506 -4%
IAN
186
Integrated Advisors Network
Texas
$4.39M +$38.7K +329 +0.9%
AAM
187
Advisors Asset Management
Colorado
$4.39M -$257K -2,183 -5%
KeyBank National Association
188
KeyBank National Association
Ohio
$4.37M +$16.2K +138 +0.4%
ISL
189
Ingalls & Snyder LLC
New York
$4.33M -$23.8K -202 -0.5%
WP
190
WealthPLAN Partners
Nebraska
$4.3M
IUHSA
191
Itau Unibanco Holding S.A.
Brazil
$4.29M +$2.35M +20,003 +119%
BA
192
Bridgewater Associates
Connecticut
$4.25M -$1.84M -15,671 -30%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$4.14M -$75.9K -645 -2%
SC
194
SouthState Corp
Florida
$4.13M -$188K -1,599 -4%
RIG
195
Roosevelt Investment Group
New York
$4.08M +$588K +5,000 +17%
DZ Bank
196
DZ Bank
Germany
$4.07M -$3.63M -30,819 -47%
ACM
197
Azimuth Capital Management
Michigan
$4.03M -$33.5K -285 -0.8%
RJT
198
Raymond James Trust
Florida
$3.99M +$275K +2,337 +7%
ORI
199
Oak Ridge Investments
Illinois
$3.92M +$514K +4,368 +15%
Creative Planning
200
Creative Planning
Kansas
$3.89M -$87.7K -745 -2%

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.