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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
SACTSONJ
501
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$720K
BAM
502
Berkshire Asset Management
Pennsylvania
$716K
LSAG
503
Lake Street Advisors Group
New Hampshire
$714K -$14.9K -119 -2%
AWM
504
Affinity Wealth Management
Delaware
$685K
IIC
505
Integrated Investment Consultants
Michigan
$683K +$9.28K +74 +1%
1IA
506
1620 Investment Advisors
Massachusetts
$681K +$12.2K +97 +2%
EGM
507
Engineers Gate Manager
New York
$679K -$58.2K -464 -8%
CC
508
Courier Capital
New York
$679K
MWC
509
MBM Wealth Consultants
Missouri
$669K -$42.9K -342 -7%
AWM
510
Aries Wealth Management
Maine
$668K
CGIM
511
Capital Group Investment Management
Singapore
$667K +$617K +4,919 New
CT
512
Coastline Trust
Rhode Island
$661K
JGGDR
513
JGP Global Gestao de Recursos
Brazil
$658K -$1.38K -11 -0.2%
CAM
514
Columbia Asset Management
Michigan
$658K
JWCA
515
J.W. Cole Advisors
Florida
$654K +$292K +2,328 +93%
FC
516
FORA Capital
Florida
$653K -$3.32M -26,507 -85%
RMCM
517
Reynders McVeigh Capital Management
Massachusetts
$651K
SIG
518
Stonegate Investment Group
Alabama
$651K -$6.14K -49 -1%
FAIM
519
Financial Advocates Investment Management
Washington
$637K +$186K +1,486 +46%
CL
520
COWA LLC
Oklahoma
$636K -$64K -510 -10%
ACA
521
Atlas Capital Advisors
Wyoming
$633K -$245K -1,954 -30%
SG
522
Stonnington Group
California
$632K -$31.4K -250 -5%
VIA
523
Vident Investment Advisory
Georgia
$631K -$459K -3,664 -44%
MA
524
Mutual Advisors
Nebraska
$629K -$217K -1,734 -27%
HNB
525
Huntington National Bank
Ohio
$625K +$2.26K +18 +0.4%

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.