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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
CIA
526
Cohen Investment Advisors
New Hampshire
$624K +$19.6K +156 +4%
CGA
527
Channing Global Advisors
Florida
$624K -$20.6K -164 -3%
NFC
528
Northeast Financial Consultants
Connecticut
$622K
PSP
529
Principal Street Partners
Tennessee
$612K -$44.8K -357 -7%
HJIM
530
Henry James International Management
New York
$609K +$88.2K +703 +19%
HW
531
Hancock Whitney
Mississippi
$604K +$46K +367 +9%
FSC
532
Full Sail Capital
Oklahoma
$600K -$19.8K -158 -3%
OC
533
Oakworth Capital
Alabama
$597K +$4.51K +36 +0.8%
KIA
534
KCM Investment Advisors
California
$596K -$16.1K -128 -3%
CPIA
535
Cornell Pochily Investment Advisors
New York
$595K
WCP
536
Wick Capital Partners
Pennsylvania
$595K +$17.6K +140 +3%
ISWM
537
Independent Solutions Wealth Management
New York
$590K -$9.41K -75 -2%
GAM
538
Garrison Asset Management
Arkansas
$585K -$6.27K -50 -1%
TAIM
539
TD Ameritrade Investment Management
Nebraska
$584K -$177K -1,408 -25%
DTL
540
Dynamic Technology Lab
Singapore
$577K -$135K -1,078 -20%
CG
541
Caprock Group
Idaho
$577K -$1.5K -12 -0.3%
BCA
542
Bray Capital Advisors
Florida
$576K
TC
543
TownSquare Capital
Utah
$576K +$284K +2,262 +114%
AFM
544
Andesa Financial Management
Pennsylvania
$571K -$61.7K -492 -10%
GDP
545
Great Diamond Partners
Maine
$565K -$1.38K -11 -0.3%
DI
546
DFPG Investments
Utah
$564K +$502K +4,005 New
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$563K -$175K -1,398 -25%
FT
548
Fiduciary Trust
Massachusetts
$563K +$7.15K +57 +1%
SWM
549
Spire Wealth Management
Virginia
$557K +$3.01K +24 +0.6%
CTC
550
Central Trust Company
Missouri
$554K -$187K -1,494 -27%

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.