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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
AWA
476
Amplius Wealth Advisors
Pennsylvania
$649K -$18.2K -152 -3%
KIA
477
KCM Investment Advisors
California
$647K -$124K -1,038 -18%
TIM
478
Thompson Investment Management
Wisconsin
$647K – – –
PSP
479
Principal Street Partners
Tennessee
$646K +$584K +4,869 New
RMCM
480
Reynders McVeigh Capital Management
Massachusetts
$641K -$5.52K -46 -0.9%
BWP
481
BSW Wealth Partners
Colorado
$641K +$65.5K +546 +13%
CG
482
Caprock Group
Idaho
$640K +$181K +1,508 +46%
FT
483
Fiduciary Trust
Massachusetts
$638K +$6.96K +58 +1%
Fiera Capital (Canada)
484
Fiera Capital (Canada)
Quebec, Canada
$637K -$2.22M -18,521 -79%
MA
485
Mutual Advisors
Nebraska
$632K -$34.1K -284 -6%
CIA
486
Cohen Investment Advisors
New Hampshire
$630K +$5.52K +46 +1%
FSC
487
Full Sail Capital
Oklahoma
$626K -$3.72K -31 -0.7%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$626K +$80.1K +668 +16%
SIG
489
Spinnaker Investment Group
California
$621K – – –
CG
490
Cutler Group
California
$620K +$54K +450 +11%
IWM
491
IHT Wealth Management
Illinois
$619K -$16.2K -135 -3%
CAG
492
Csenge Advisory Group
Florida
$613K -$23.7K -198 -4%
ASN
493
Advisory Services Network
Georgia
$609K +$166K +1,381 +43%
MPPW
494
Mitchell & Pahl Private Wealth
Oklahoma
$604K +$70.9K +591 +15%
GI
495
Gradient Investments
Minnesota
$597K -$36.8K -307 -6%
TBA
496
Tower Bridge Advisors
Pennsylvania
$597K – – –
FHA
497
Flagship Harbor Advisors
Massachusetts
$594K -$1.8K -15 -0.3%
CRC
498
Curi RMB Capital
Illinois
$594K +$41.1K +343 +8%
HNB
499
Huntington National Bank
Ohio
$593K +$109K +906 +25%
GAM
500
Garrison Asset Management
Arkansas
$589K -$959 -8 -0.2%
18 19
20
21 22

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.