We are live on ! Find out more
AZN icon

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
GPA
451
Guerra Pan Advisors
New Jersey
$741K – – –
GWMI
452
Guardian Wealth Management (Illinois)
Illinois
$725K +$13.4K +112 +2%
SRC
453
Sage Rhino Capital
California
$724K +$30.2K +252 +5%
AP
454
Americana Partners
Texas
$720K +$562K +4,683 +45%
MC
455
Moors & Cabot
Massachusetts
$719K +$17.5K +146 +3%
FFM
456
Forum Financial Management
Illinois
$715K -$600 -5 -0.1%
MWC
457
MBM Wealth Consultants
Missouri
$712K -$1.68K -14 -0.3%
CTC
458
Central Trust Company
Missouri
$710K -$92.2K -769 -13%
Lido Advisors
459
Lido Advisors
California
$710K +$81.1K +676 +14%
KLC
460
Knowledge Leaders Capital
Colorado
$709K – – –
SACTSONJ
461
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$705K – – –
VFA
462
Valeo Financial Advisors
Indiana
$705K +$55.6K +464 +10%
Zurich Cantonal Bank
463
Zurich Cantonal Bank
Switzerland
$704K +$31.9K +266 +5%
BAM
464
Berkshire Asset Management
Pennsylvania
$701K – – –
AWM
465
Affinity Wealth Management
Delaware
$700K – – –
OPS
466
Orion Portfolio Solutions
Nebraska
$698K +$631K +5,265 New
OC
467
Oakworth Capital
Alabama
$697K -$10.6K -88 -2%
RHBC
468
R.H. Bluestein & Co
Michigan
$685K -$180K -1,500 -23%
GI
469
GAMCO Investors
Connecticut
$683K +$18K +150 +3%
SWM
470
Spire Wealth Management
Virginia
$678K -$135K -1,124 -18%
CGA
471
Channing Global Advisors
Florida
$667K +$12.6K +105 +2%
CC
472
Courier Capital
New York
$665K – – –
KFI
473
Key Financial Inc
Pennsylvania
$659K +$60.9K +508 +11%
NL
474
NWAM LLC
Washington
$659K +$198K +1,655 +50%
CT
475
Coastline Trust
Rhode Island
$657K +$5.4K +45 +0.9%
17 18
19
20 21

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.