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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
AIP
451
Ameritas Investment Partners
Nebraska
$878K -$8.65K -69 -1%
RCA
452
Riverview Capital Advisers
Massachusetts
$876K
GWM
453
Geneos Wealth Management
Colorado
$875K -$18.9K -151 -2%
MWA
454
Moser Wealth Advisors
Washington
$861K
LJAC
455
L.J. Altfest & Co
New York
$860K -$455K -3,625 -36%
FCA
456
FinTrust Capital Advisors
South Carolina
$859K +$210K +1,677 +36%
GD
457
Grandfield & Dodd
New York
$859K -$125 -1 -0%
SWM
458
Stockman Wealth Management
Montana
$854K +$12.5K +100 +2%
HT
459
HighTower Trust
Texas
$851K +$229K +1,829 +41%
BPA
460
Beacon Pointe Advisors
California
$846K +$36.7K +293 +5%
Charles Schwab
461
Charles Schwab
California
$844K +$781K +6,228 New
WA
462
Wealth Alliance
New York
$823K -$184K -1,467 -19%
TSS
463
Two Sigma Securities
New York
$823K +$761K +6,068 New
FAM
464
Flaharty Asset Management
Florida
$822K
BP
465
Ballentine Partners
Massachusetts
$818K +$200K +1,597 +36%
RCM
466
RB Capital Management
Nevada
$817K +$22.4K +179 +3%
SWS
467
SYSTM Wealth Solutions
Illinois
$815K +$754K +6,012 New
OPS
468
Orion Portfolio Solutions
Nebraska
$807K +$63.6K +507 +9%
SN
469
Sittner & Nelson
Oregon
$805K
UB
470
UMB Bank
Missouri
$798K -$119K -945 -14%
VFA
471
Voya Financial Advisors
Connecticut
$797K +$92K +734 +14%
FIM
472
Freedom Investment Management
Connecticut
$792K -$43.8K -349 -6%
CSS
473
Cubist Systematic Strategies
Connecticut
$791K -$1.12M -8,932 -61%
FCCM
474
First City Capital Management
Georgia
$787K -$77.4K -617 -10%
BHPW
475
Beverly Hills Private Wealth
California
$786K +$727K +5,794 New

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.