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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
PWPS
376
Pinnacle Wealth Planning Services
Ohio
$1.3M +$52.5K +419 +5%
NSEDCP
377
NJ State Employees Deferred Compensation Plan
New Jersey
$1.3M
VCA
378
Verdence Capital Advisors
Maryland
$1.27M +$80.4K +641 +7%
4WM
379
44 Wealth Management
Oregon
$1.27M +$14.3K +114 +1%
GTCM
380
Gyon Technologies Capital Management
New Jersey
$1.26M -$1.96M -15,648 -63%
DWT
381
Dorsey & Whitney Trust
South Dakota
$1.26M +$114K +906 +11%
CGL
382
Clarius Group LLC
Washington
$1.25M +$116K +923 +11%
FBT
383
First Bankers Trust
Kentucky
$1.25M
HSA
384
HBK Sorce Advisory
Pennsylvania
$1.21M +$286K +2,282 +34%
IAMOG
385
Investors Asset Management of Georgia
Georgia
$1.21M
MCC
386
Malaga Cove Capital
California
$1.18M
CIC
387
Carnegie Investment Counsel
Ohio
$1.18M +$16.2K +129 +2%
CB
388
Commerce Bank
Missouri
$1.18M -$58.4K -466 -5%
COI
389
Connable Office Inc
Michigan
$1.18M +$9.15K +73 +0.8%
MCM
390
Mitchell Capital Management
Kansas
$1.17M +$2.51K +20 +0.2%
EWA
391
EP Wealth Advisors
California
$1.17M +$1.08M +8,646 New
AWM
392
AE Wealth Management
Kansas
$1.17M +$16.6K +132 +2%
SWA
393
Stratos Wealth Advisors
Ohio
$1.17M +$1.08M +8,598 New
FFA
394
Fragasso Financial Advisors
Pennsylvania
$1.16M +$1.76K +14 +0.2%
IUHSA
395
Itau Unibanco Holding S.A.
Brazil
$1.16M -$250K -1,997 -19%
SWM
396
SeaCrest Wealth Management
New York
$1.15M -$11.3K -90 -1%
CAM
397
Cozad Asset Management
Illinois
$1.15M +$538K +4,288 +103%
S
398
SimplyRich
California
$1.15M
GP
399
Geneva Partners
Wisconsin
$1.15M -$330K -2,632 -24%
HDIM
400
Hanson & Doremus Investment Management
Vermont
$1.13M -$50.5K -403 -5%

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.