We are live on ! Find out more
AZN icon

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
IB
476
Intrust Bank
Kansas
$771K +$95.9K +765 +16%
Lido Advisors
477
Lido Advisors
California
$768K -$75.4K -601 -10%
CRC
478
Curi RMB Capital
Illinois
$768K -$74.5K -594 -9%
BFS
479
Bradley Foster & Sargent
Connecticut
$766K
VT
480
Vise Technologies
New York
$765K +$89.5K +714 +14%
VVP
481
Venture Visionary Partners
Ohio
$764K -$75.2K -600 -10%
CA
482
Cullinan Associates
Kentucky
$760K +$384K +3,063 +121%
GPA
483
Guerra Pan Advisors
New Jersey
$759K
GBT
484
Grove Bank & Trust
Florida
$759K -$12.8K -102 -2%
OC
485
Oppenheimer & Co
New York
$758K +$10.4K +83 +2%
WTC
486
WhitTier Trust Company
Nevada
$758K +$115K +914 +20%
V
487
Veritable
Delaware
$757K +$9.15K +73 +1%
MPPW
488
Mitchell & Pahl Private Wealth
Oklahoma
$757K +$85.5K +682 +14%
MHS
489
M Holdings Securities
Oregon
$757K
Fifth Third Bancorp
490
Fifth Third Bancorp
Ohio
$755K -$210K -1,675 -23%
YIH
491
Y-Intercept (HK)
Hong Kong
$754K +$697K +5,561 New
BOH
492
Bank of Hawaii
Hawaii
$749K -$276K -2,197 -28%
SFS
493
Sowell Financial Services
Arkansas
$744K +$688K +5,486 New
GWMI
494
Guardian Wealth Management (Illinois)
Illinois
$738K -$8.15K -65 -1%
BAM
495
Belpointe Asset Management
Nevada
$737K -$42.1K -336 -6%
KPWS
496
Kestra Private Wealth Services
Texas
$734K -$222K -1,771 -25%
FFM
497
Forum Financial Management
Illinois
$732K +$502 +4 +0.1%
MC
498
Moors & Cabot
Massachusetts
$730K +$11.2K +89 +2%
AAS
499
Ameritas Advisory Services
Nebraska
$726K -$7.27K -58 -1%
SRC
500
Sage Rhino Capital
California
$720K -$22.9K -183 -3%

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.