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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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$230M +$6.72M +53,560 +3%
JP Morgan Chase
27
JP Morgan Chase
New York
$226M +$96.9M +772,722 +86%
Ameriprise
28
Ameriprise
Minnesota
$219M -$17.7M -141,111 -8%
Northern Trust
29
Northern Trust
Illinois
$210M -$6.43M -51,242 -3%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$207M -$235M -1,870,092 -55%
AI
31
Axiom Investors
Connecticut
$184M +$22.9M +182,775 +16%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$169M +$44.8M +357,349 +40%
Swedbank
33
Swedbank
Sweden
$164M +$6.46M +51,550 +4%
Holocene Advisors
34
Holocene Advisors
New York
$163M +$18.9M +150,816 +14%
RJA
35
Raymond James & Associates
Florida
$163M -$8.7M -69,366 -5%
Marshall Wace
36
Marshall Wace
United Kingdom
$158M +$33.5M +266,954 +30%
Wells Fargo
37
Wells Fargo
California
$155M -$6.4M -51,040 -4%
DCP
38
DSM Capital Partners
Florida
$151M -$3.39M -27,044 -2%
Artisan Partners
39
Artisan Partners
Wisconsin
$151M +$140M +1,113,529 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$144M -$12.8M -101,958 -9%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$144M +$1.28M +10,227 +1%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$123M +$99.2M +791,328 +683%
EIP
43
Epoch Investment Partners
New York
$119M -$19.2M -153,184 -15%
EAM
44
Eagle Asset Management
Florida
$115M -$8.78M -69,979 -8%
Two Sigma Investments
45
Two Sigma Investments
New York
$112M +$54.2M +431,920 +109%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$110M -$45.4M -361,787 -31%
CIC
47
Crawford Investment Counsel
Georgia
$110M -$835K -6,662 -0.8%
State Street
48
State Street
Massachusetts
$105M -$11.5M -91,565 -11%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$104M -$205M -1,636,085 -68%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$101M +$1.19M +9,497 +1%

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.