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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
ECM
401
Evergreen Capital Management
Washington
$1.13M +$11.8K +94 +1%
MFG
402
Monumental Financial Group
Maryland
$1.12M +$1.04M +8,287 New
ONB
403
Old National Bancorp
Indiana
$1.12M +$108K +859 +12%
DA
404
Dillon & Associates
Michigan
$1.11M +$150K +1,199 +17%
BWP
405
BSW Wealth Partners
Colorado
$1.11M +$158K +1,263 +18%
MIP
406
Marietta Investment Partners
Wisconsin
$1.11M +$16.2K +129 +2%
DBG
407
De Burlo Group
Massachusetts
$1.1M
LFAS
408
Level Four Advisory Services
Texas
$1.1M +$443K +3,530 +77%
BFEC
409
Benjamin F. Edwards & Company
Missouri
$1.09M -$30.3K -242 -3%
AG
410
Advocate Group
Minnesota
$1.09M -$75.2K -600 -7%
MWM
411
Meridian Wealth Management
Kentucky
$1.09M -$40.1K -320 -4%
CFCI
412
Comprehensive Financial Consultants Institutional
Indiana
$1.08M +$6.52K +52 +0.7%
Prudential Financial
413
Prudential Financial
New Jersey
$1.08M -$203K -1,619 -17%
SCM
414
Suvretta Capital Management
New York
$1.06M +$984K +7,845 New
QCM
415
Quantinno Capital Management
New York
$1.06M +$981K +7,824 New
PCS
416
Personal CFO Solutions
New Jersey
$1.04M -$74.9K -597 -7%
QFA
417
Quattro Financial Advisors
Texas
$1.02M
WAM
418
Westport Asset Management
Connecticut
$1.02M
AC
419
AXQ Capital
New Jersey
$1.01M +$935K +7,454 New
TF
420
TIAA FSB
Florida
$1M -$26.1K -208 -3%
CWM
421
Calamos Wealth Management
Illinois
$999K -$977K -7,790 -51%
BRWA
422
B. Riley Wealth Advisors
Florida
$993K -$123K -978 -12%
CAM
423
Connacht Asset Management
New York
$993K -$156K -1,242 -15%
HCM
424
Howland Capital Management
Massachusetts
$988K
ASN
425
Advisory Services Network
Georgia
$981K -$90.8K -724 -9%

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.