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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.23B +$442M +3,759,115 +9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.74B -$355M -3,020,256 -11%
Primecap Management
3
Primecap Management
California
$2.72B -$92.7M -787,875 -3%
Capital International Investors
4
Capital International Investors
California
$2.06B +$32.7M +277,804 +2%
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.17B +$30.6M +260,129 +3%
GQG Partners
6
GQG Partners
Florida
$1.13B +$57.3M +486,699 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$858M -$92.6M -787,246 -10%
Bank of America
8
Bank of America
North Carolina
$618M +$10.8M +92,205 +2%
Franklin Resources
9
Franklin Resources
California
$588M +$33.7M +286,216 +6%
Norges Bank
10
Norges Bank
Norway
$542M -$4.12M -35,000 -0.7%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$494M +$151M +1,279,538 +43%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$466M +$37.3M +316,883 +9%
N
13
Nuveen
North Carolina
$453M -$27.9M -237,231 -6%
PI
14
Putnam Investments
Massachusetts
$415M +$3.36M +28,516 +0.8%
Invesco
15
Invesco
Georgia
$406M -$45.3M -384,636 -10%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$387M -$13M -110,595 -3%
Goldman Sachs
17
Goldman Sachs
New York
$366M -$308M -2,620,548 -45%
BlackRock
18
BlackRock
New York
$357M -$129M -1,092,720 -26%
Renaissance Technologies
19
Renaissance Technologies
New York
$339M -$62.7M -532,774 -15%
Capital World Investors
20
Capital World Investors
California
$303M +$978K +8,310 +0.3%
PPA
21
Parametric Portfolio Associates
Washington
$257M -$26.7M -226,928 -9%
Legal & General Group
22
Legal & General Group
United Kingdom
$236M -$84M -713,583 -26%
Ameriprise
23
Ameriprise
Minnesota
$218M +$59.5M +505,736 +37%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$217M -$22.7M -192,947 -9%
Morgan Stanley
25
Morgan Stanley
New York
$185M -$73.1M -621,459 -28%

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.