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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
Wolverine Trading
326
Wolverine Trading
Illinois
$1.97M +$857K +6,832 +89%
JWM
327
Jackson Wealth Management
Florida
$1.92M +$18.9K +151 +1%
FA
328
FDx Advisors
Illinois
$1.88M -$220K -1,754 -11%
BMSSC
329
B. Metzler seel. Sohn & Co
Germany
$1.86M -$103K -824 -6%
QI
330
Qtron Investments
Massachusetts
$1.84M +$255K +2,035 +18%
HIP
331
HUB Investment Partners
Texas
$1.83M +$1.7M +13,526 New
LNC
332
Lincoln National Corp
Pennsylvania
$1.82M -$264K -2,106 -14%
TPCW
333
TD Private Client Wealth
New York
$1.76M +$6.27K +50 +0.4%
HVM
334
Harvest Volatility Management
Connecticut
$1.72M -$350K -2,789 -18%
IC
335
IEQ Capital
California
$1.71M -$155K -1,232 -9%
DADC
336
D.A. Davidson & Co
Montana
$1.71M +$24.2K +193 +2%
SWM
337
Sendero Wealth Management
Texas
$1.7M +$134K +1,069 +9%
CA
338
Cetera Advisors
Colorado
$1.7M -$310K -2,471 -16%
OPA
339
Old Port Advisors
Maine
$1.7M +$58.4K +466 +4%
SW
340
SVB Wealth
Massachusetts
$1.69M +$38.5K +307 +3%
NAM
341
NorthCrest Asset Manangement
Minnesota
$1.69M -$111K -882 -7%
Fayez Sarofim & Co
342
Fayez Sarofim & Co
Texas
$1.67M +$1.55M +12,348 New
HWM
343
HB Wealth Management
Georgia
$1.66M +$984K +7,847 +180%
AWS
344
Atria Wealth Solutions
New York
$1.63M +$7.4K +59 +0.5%
NHC
345
Nicholas Hoffman & Company
Georgia
$1.62M
MCM
346
MAI Capital Management
Ohio
$1.62M +$530K +4,225 +55%
EI
347
EDMP Inc
Florida
$1.61M -$45.6K -364 -3%
VWM
348
Venturi Wealth Management
Texas
$1.6M +$13K +104 +0.9%
Tudor Investment Corp
349
Tudor Investment Corp
Connecticut
$1.6M -$4.34M -34,605 -75%
XT
350
XTX Topco
Cayman Islands
$1.58M +$1.46M +11,675 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.