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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
NGA
276
Naples Global Advisors
Florida
$2.85M +$57.9K +462 +2%
BFG
277
Bleakley Financial Group
New Jersey
$2.81M +$2.6M +20,751 New
AP
278
Americana Partners
Texas
$2.79M -$1.27M -10,119 -33%
BS
279
Banco Santander
Spain
$2.78M +$27.6K +220 +1%
S
280
SignatureFD
Georgia
$2.77M +$397K +3,166 +18%
TAM
281
Tealwood Asset Management
Minnesota
$2.76M -$141K -1,126 -5%
DWA
282
Dorsey Wright & Associates
California
$2.76M +$2.55M +20,326 New
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$2.75M +$1.47M +11,703 +136%
PRS
284
Pinkerton Retirement Specialists
Idaho
$2.73M +$202K +1,613 +9%
MMA
285
Miracle Mile Advisors
California
$2.71M +$86K +686 +4%
MCC
286
Money Concepts Capital
Florida
$2.66M +$147K +1,173 +6%
Nisa Investment Advisors
287
Nisa Investment Advisors
Missouri
$2.62M +$2.38M +19,000 +6,333%
PA
288
Profund Advisors
Maryland
$2.61M +$105K +841 +5%
CGH
289
Crossmark Global Holdings
Texas
$2.55M -$34.6K -276 -1%
LCM
290
Logan Capital Management
Pennsylvania
$2.54M +$90.2K +719 +4%
JFG
291
Jefferies Financial Group
New York
$2.46M +$2.28M +18,161 New
OAM
292
Oppenheimer Asset Management
New York
$2.45M -$80.5K -642 -3%
PMEF
293
Point72 Middle East FZE
United Arab Emirates
$2.43M +$2.25M +17,921 New
IAIM
294
Industrial Alliance Investment Management
Quebec, Canada
$2.4M -$4.91M -39,139 -69%
SC
295
Searle & Co
Connecticut
$2.4M
RWM
296
Ritholtz Wealth Management
New York
$2.38M -$838K -6,684 -28%
EDRH
297
Edmond de Rothschild Holding
Switzerland
$2.38M +$136K +1,087 +7%
SCA
298
Snowden Capital Advisors
New York
$2.36M +$124K +988 +6%
UCFA
299
United Capital Financial Advisors
Texas
$2.34M -$326K -2,602 -13%
NW
300
Naviter Wealth
Arkansas
$2.33M +$2.2M +17,563 New

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.