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AstraZeneca

1,061 hedge funds and large institutions have $34.9B invested in AstraZeneca in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 314 increasing their positions, 357 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more capital invested

Capital invested by funds: $28.4B → $34.9B (+$6.55B)

10% more funds holding

Funds holding: 9651,061 (+96)

0% more call options, than puts

Call options by funds: $468M | Put options by funds: $466M

0.31% less ownership

Funds ownership: 16.75%16.44% (-0.31%)

12% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 357

Holders
1,061
Holders Change
+96
Holders Change %
+9.95%
% of All Funds
17.06%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.31%
New
171
Increased
314
Reduced
357
Closed
51
Calls
$468M
Puts
$466M
Net Calls
+$1.23M
Net Calls Change
+$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
251
ING Group
Netherlands
$3.74M +$592K +4,719 +21%
Simplex Trading
252
Simplex Trading
Illinois
$3.71M +$3.43M +27,340 New
MAM
253
Madison Asset Management
Wisconsin
$3.69M -$1.18M -9,434 -26%
ET
254
Equitable Trust
Tennessee
$3.68M -$534K -4,261 -14%
AAM
255
Advisors Asset Management
Colorado
$3.59M +$244K +1,947 +8%
CPA
256
Cowen Prime Advisors
New York
$3.53M
YCM
257
Yousif Capital Management
Michigan
$3.51M
SG Americas Securities
258
SG Americas Securities
New York
$3.46M -$146K -1,165 -4%
VPIM
259
Vanguard Personalized Indexing Management
California
$3.45M +$109K +870 +4%
Cerity Partners
260
Cerity Partners
New York
$3.45M -$901K -7,185 -23%
PAG
261
Private Advisor Group
New Jersey
$3.42M +$97.6K +778 +2%
LI
262
LMCG Investments
Massachusetts
$3.37M +$46.5K +371 +2%
FFP
263
FourThought Financial Partners
Florida
$3.37M +$3.11M +24,831 New
SCM
264
Shelton Capital Management
Colorado
$3.36M -$89K -710 -3%
MCM
265
McKinley Capital Management
Alaska
$3.35M -$5.39K -43 -0.2%
CAN
266
Cetera Advisor Networks
California
$3.29M +$1.79M +14,267 +143%
HWM
267
Heirloom Wealth Management
Colorado
$3.28M +$3.03M +24,165 New
IWC
268
Integrated Wealth Concepts
Massachusetts
$3.27M -$48.7K -388 -2%
PAMP
269
Polar Asset Management Partners
Ontario, Canada
$3.21M +$2.97M +23,700 New
SCM
270
Seascape Capital Management
New Hampshire
$3.13M +$45.8K +365 +2%
OCA
271
Otter Creek Advisors
Florida
$3.12M +$2.88M +23,000 New
API
272
Advisor Partners II
California
$3.04M +$595K +4,747 +27%
BRA
273
Bender Robert & Associates
California
$3M -$137K -1,093 -5%
CI
274
Capital International
California
$2.93M +$741K +5,909 +38%
PCM
275
Penserra Capital Management
California
$2.91M +$2.65M +21,148 +6,714%

AZN Hedge Fund Activity: Q4 2022 in Review

1,061 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2022, worth a combined $34.9B — up 23% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new AZN positions and 51 closed out — a net gain of 120 holders — while 314 added to existing stakes and 357 trimmed.

The largest buyer was Capital World Investors, adding an estimated $238M. The largest seller was T. Rowe Price Associates, cutting an estimated $426M.

  • 1,061 institutional investors held AstraZeneca (AZN) as of Q4 2022, up from 965 in Q3 2022.
  • Funds reported $34.9B of AstraZeneca stock for Q4 2022, up 23% quarter-over-quarter.
  • 171 funds opened new AstraZeneca positions in Q4 2022 and 51 closed out, a net change of +120 holders.
  • The largest AstraZeneca buyer in Q4 2022 was Capital World Investors, an estimated $238M added.
  • The largest AstraZeneca seller in Q4 2022 was T. Rowe Price Associates, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.