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AstraZeneca
AZN

981 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 340 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 79

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

17% more capital invested

Capital invested by funds: $29.4B → $34.2B (+$4.85B)

14% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 299

3% more funds holding

Funds holding: 949 → 981 (+32)

10% more call options, than puts

Call options by funds: $495M | Put options by funds: $450M

0.4% more ownership

Funds ownership: 16.27% → 16.67% (+0.4%)

Holders
981
Holders Change
+32
Holders Change %
+3.37%
% of All Funds
15.47%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
120
Increased
340
Reduced
299
Closed
79
Calls
$495M
Puts
$450M
Net Calls
+$44.6M
Net Calls Change
-$159M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$317M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$263M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$197M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$128M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$414M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$150M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$81.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$75.4M
5
Legal & General Group
Legal & General Group
United Kingdom
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
401
Confluence Wealth Services
Pennsylvania
$935K +$845K +7,050 New
EI
402
Ellevest Inc
New York
$933K +$217K +1,808 +35%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$927K -$52K -434 -6%
ECM
404
Evergreen Capital Management
Washington
$925K +$108K +902 +15%
VCA
405
Verdence Capital Advisors
Maryland
$921K +$6.36K +53 +0.8%
CGL
406
Clarius Group LLC
Washington
$917K – – –
Wolverine Trading
407
Wolverine Trading
Illinois
$915K +$818K +6,817 New
FIM
408
Freedom Investment Management
Connecticut
$914K -$47.8K -399 -5%
MCC
409
Malaga Cove Capital
California
$914K – – –
CAM
410
Cresset Asset Management
Illinois
$913K -$476K -3,967 -37%
CFCI
411
Comprehensive Financial Consultants Institutional
Indiana
$913K +$851K +7,093 New
SW
412
SteelPeak Wealth
California
$896K -$414K -3,452 -34%
EP
413
Eudaimonia Partners
Tennessee
$896K +$810K +6,754 New
GWM
414
Geneos Wealth Management
Colorado
$889K -$50.1K -418 -6%
SPC
415
Sigma Planning Corp
Michigan
$885K -$1.68K -14 -0.2%
SCA
416
Snowden Capital Advisors
New York
$884K +$481K +4,014 +151%
TSW
417
Thompson Siegel & Walmsley
Virginia
$882K -$80K -667 -9%
ACA
418
Atlas Capital Advisors
Wyoming
$879K +$15.2K +127 +2%
WAM
419
Westport Asset Management
Connecticut
$874K – – –
GD
420
Grandfield & Dodd
New York
$870K -$24K -200 -3%
TNA
421
True North Advisors
Texas
$870K -$4.56K -38 -0.6%
RIM
422
Redpoint Investment Management
Australia
$870K – – –
TYCC
423
Texas Yale Capital Corp
Florida
$870K – – –
FHB
424
First Hawaiian Bank
Hawaii
$870K +$219K +1,826 +39%
BL
425
Balentine LLC
Georgia
$867K +$348K +2,899 +80%
15 16
17
18 19

AZN Hedge Fund Activity: Q1 2022 in Review

981 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2022, worth a combined $34.2B — up 17% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AZN positions and 79 closed out — a net gain of 41 holders — while 340 added to existing stakes and 299 trimmed.

The largest buyer was Franklin Resources, adding an estimated $317M. The largest seller was HSBC Holdings, cutting an estimated $414M.

  • 981 institutional investors held AstraZeneca (AZN) as of Q1 2022, up from 949 in Q4 2021.
  • Funds reported $34.2B of AstraZeneca stock for Q1 2022, up 17% quarter-over-quarter.
  • 120 funds opened new AstraZeneca positions in Q1 2022 and 79 closed out, a net change of +41 holders.
  • The largest AstraZeneca buyer in Q1 2022 was Franklin Resources, an estimated $317M added.
  • The largest AstraZeneca seller in Q1 2022 was HSBC Holdings, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2022.