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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
FHB
426
First Hawaiian Bank
Hawaii
$977K -$26.3K -210 -3%
EI
427
Ellevest Inc
New York
$973K +$140K +1,115 +18%
CWP
428
Cyndeo Wealth Partners
Florida
$969K +$896K +7,145 New
TYCC
429
Texas Yale Capital Corp
Florida
$958K
HKAM
430
Horizon Kinetics Asset Management
New York
$953K -$64.8K -517 -7%
JCM
431
Jag Capital Management
Missouri
$948K +$491K +3,912 +127%
BS
432
Boenning & Scattergood
Pennsylvania
$939K +$70.6K +563 +9%
OC
433
Oarsman Capital
Wisconsin
$934K -$211K -1,680 -20%
DWM
434
Dakota Wealth Management
Florida
$928K -$13.4K -107 -2%
VFA
435
Valeo Financial Advisors
Indiana
$923K +$234K +1,868 +38%
MAM
436
Marotta Asset Management
Virginia
$916K -$9.15K -73 -1%
CWS
437
Confluence Wealth Services
Pennsylvania
$913K
AIM
438
Allen Investment Management
New York
$912K -$50.3K -401 -6%
WS
439
Wedbush Securities
California
$911K -$107K -856 -11%
SWP
440
Stratos Wealth Partners
Ohio
$911K -$30K -239 -3%
GRP
441
Global Retirement Partners
California
$909K -$11K -88 -1%
SPC
442
Sigma Planning Corp
Michigan
$904K -$2.13K -17 -0.3%
IWM
443
IHT Wealth Management
Illinois
$904K +$102K +814 +14%
CBFP
444
Cedar Brook Financial Partners
Ohio
$898K +$78.9K +629 +10%
PA
445
Parallel Advisors
California
$897K -$51.7K -412 -6%
TFS
446
Thoroughbred Financial Services
Tennessee
$889K +$823K +6,559 New
TNA
447
True North Advisors
Texas
$888K
WFI
448
West Family Investments
California
$888K -$11.5K -92 -1%
SIA
449
Schechter Investment Advisors
Michigan
$887K +$90K +718 +12%
9WM
450
9258 Wealth Management
Ohio
$884K -$31.9K -254 -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.