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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
MHS
501
M Holdings Securities
Oregon
$589K +$532K +4,437 New
DY
502
Dowling & Yahnke
California
$588K – – –
HWM
503
HB Wealth Management
Georgia
$588K +$175K +1,461 +49%
JGGDR
504
JGP Global Gestao de Recursos
Brazil
$585K +$148K +1,237 +39%
CPIA
505
Cornell Pochily Investment Advisors
New York
$583K +$136K +1,135 +35%
DA
506
Dillon & Associates
Michigan
$581K +$128K +1,069 +32%
V
507
Veritable
Delaware
$580K +$5.16K +43 +1%
AFM
508
Andesa Financial Management
Pennsylvania
$577K +$114K +950 +28%
CL
509
COWA LLC
Oklahoma
$572K – – –
AIA
510
Avalon Investment & Advisory
Texas
$565K -$470K -3,922 -48%
BCA
511
Bray Capital Advisors
Florida
$564K – – –
RCM
512
RB Capital Management
Nevada
$556K +$9.11K +76 +2%
EWA
513
EP Wealth Advisors
California
$546K -$15.2K -127 -3%
WWM
514
Western Wealth Management
Colorado
$541K +$139K +1,161 +40%
PTC
515
Philadelphia Trust Company
Pennsylvania
$540K – – –
VFA
516
Voya Financial Advisors
Connecticut
$536K +$197K +1,646 +70%
1IA
517
1620 Investment Advisors
Massachusetts
$535K – – –
JC
518
JB Capital
Connecticut
$532K -$60.3K -503 -11%
MWM
519
Meridian Wealth Management
Kentucky
$532K -$5.64K -47 -1%
AAM
520
AR Asset Management
California
$531K – – –
FC
521
FCA Corp
Texas
$531K – – –
TSS
522
Two Sigma Securities
New York
$523K +$472K +3,940 New
QTM
523
qPULA Trading Management
New York
$521K +$471K +3,927 New
GA
524
Geller Advisors
New York
$518K -$5.04K -42 -1%
EWA
525
EverSource Wealth Advisors
Alabama
$515K +$288K +2,403 +163%
19 20
21
22 23

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.