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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
SS
301
Simplicity Solutions
Minnesota
$2.31M +$79.5K +634 +4%
GG
302
Gofen & Glossberg
Illinois
$2.3M +$3.64K +29 +0.2%
FTDI
303
First Trust Direct Indexing
Massachusetts
$2.3M -$113K -903 -5%
AAS
304
Avantax Advisory Services
Texas
$2.29M +$184K +1,469 +10%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$2.28M -$3.13M -24,975 -60%
PIM
306
Perpetual Investment Management
Australia
$2.26M +$188K +1,500 +10%
AIG
307
American International Group
New York
$2.23M -$219K -1,750 -10%
Nomura Holdings
308
Nomura Holdings
Japan
$2.22M +$732K +5,836 +55%
SWP
309
Strategic Wealth Partners
Ohio
$2.22M +$645K +5,144 +46%
MWM
310
Moran Wealth Management
Florida
$2.19M +$2.03M +16,176 New
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$2.17M +$219K +1,749 +12%
BOPW
312
Brandywine Oak Private Wealth
Pennsylvania
$2.17M -$228K -1,820 -10%
DC
313
Davenport & Co
Virginia
$2.16M -$73.9K -589 -4%
WMSA
314
Weiss Multi-Strategy Advisers
New York
$2.13M -$11M -87,861 -85%
PAS
315
Park Avenue Securities
New York
$2.13M +$161K +1,283 +9%
GT
316
Greenleaf Trust
Michigan
$2.12M -$11.4K -91 -0.6%
CG
317
Colony Group
Massachusetts
$2.11M +$532K +4,242 +37%
PI
318
PFS Investments
Georgia
$2.09M +$1.93M +15,404 New
E
319
Ergoteles
New York
$2.07M +$516K +4,117 +37%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$2.06M -$87.8K -700 -4%
ZCM
321
Ziegler Capital Management
Illinois
$2.05M -$21.9K -175 -1%
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$2.05M +$182K +1,448 +11%
CQS
323
Credential Qtrade Securities
$2.04M +$57.3K +457 +3%
NW
324
NewEdge Wealth
Pennsylvania
$2.03M +$90.9K +725 +5%
LOAME
325
Lombard Odier Asset Management (Europe)
United Kingdom
$2.02M -$76.5K -610 -4%

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.