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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
CCMD
201
Cypress Capital Management (Delaware)
Delaware
$3.88M +$3.29M +27,983 +524%
MIH
202
Meitav Investment House
Israel
$3.86M
AIA
203
AIMZ Investment Advisors
California
$3.8M +$87.5K +744 +2%
CCM
204
Cinctive Capital Management
New York
$3.77M +$2.05M +17,400 +116%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$3.62M -$196K -1,668 -5%
CIS
206
Capital International Sarl
California
$3.61M +$540K +4,588 +17%
MLL
207
Moody Lynn & Lieberson
Massachusetts
$3.51M +$3.54M +30,119 New
BG
208
Bellevue Group
Switzerland
$3.44M +$3.47M +29,500 New
Mariner
209
Mariner
Kansas
$3.37M +$679K +5,768 +25%
Lazard Asset Management
210
Lazard Asset Management
New York
$3.36M -$44.4M -377,559 -93%
LNWWM
211
Laird Norton Wetherby Wealth Management
California
$3.29M -$7.18K -61 -0.2%
PG
212
Patten Group
Tennessee
$3.26M -$118 -1 -0%
AAM
213
Azzad Asset Management
Virginia
$3.24M +$1.79M +15,192 +120%
FF
214
FourThought Financial
Florida
$3.13M +$294K +2,498 +10%
PIM
215
Perpetual Investment Management
Australia
$3.12M
Voloridge Investment Management
216
Voloridge Investment Management
Florida
$3.12M +$3.15M +26,746 New
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$3.11M +$122K +1,041 +4%
RCM
218
RNC Capital Management
California
$3.08M -$1.16M -9,857 -27%
FA
219
FDx Advisors
Illinois
$3M -$182K -1,550 -6%
CPA
220
Cowen Prime Advisors
New York
$3M -$176K -1,500 -6%
UCFA
221
United Capital Financial Advisors
Texas
$2.96M +$417K +3,547 +16%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$187K +1,591 +7%
Nomura Holdings
223
Nomura Holdings
Japan
$2.88M -$647K -5,500 -18%
JG
224
Jefferies Group
New York
$2.82M -$1.64M -13,922 -37%
YCM
225
Yousif Capital Management
Michigan
$2.81M +$2.84M +24,123 New

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.