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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
ACS
551
Archford Capital Strategies
Illinois
$548K
HFS
552
Howard Financial Services
Texas
$547K
NL
553
NWAM LLC
Washington
$546K +$35.6K +284 +8%
CCG
554
Cloverfields Capital Group
Minnesota
$545K
FC
555
FCA Corp
Texas
$542K
AAM
556
AR Asset Management
California
$542K
FHA
557
Flagship Harbor Advisors
Massachusetts
$542K -$7.78K -62 -2%
VIM
558
VELA Investment Management
Ohio
$540K
PCA
559
Personal Capital Advisors
California
$539K -$34.5K -275 -6%
NB
560
Norinchukin Bank
Japan
$536K -$22.6K -180 -4%
CCM
561
Coldstream Capital Management
Washington
$535K +$495K +3,947 New
IC
562
Inscription Capital
Texas
$534K -$3.13K -25 -0.6%
BIP
563
Blueprint Investment Partners
North Carolina
$534K +$181K +1,441 +58%
RSWM
564
Robertson Stephens Wealth Management
California
$530K
IA
565
IFP Advisors
Florida
$527K +$255K +2,033 +41%
WAP
566
Wealthcare Advisory Partners
Pennsylvania
$525K +$17.3K +138 +4%
KFI
567
Key Financial Inc
Pennsylvania
$523K
MW
568
Marcum Wealth
Ohio
$513K -$33.4K -266 -7%
LCM
569
LVM Capital Management
Michigan
$512K
GI
570
Gradient Investments
Minnesota
$509K -$18.3K -146 -4%
EWA
571
EverSource Wealth Advisors
Alabama
$504K -$95.2K -759 -17%
PP
572
PDS Planning
Ohio
$501K +$4.39K +35 +1%
GWM
573
GDS Wealth Management
Texas
$499K -$2.76K -22 -0.6%
FRM
574
Fox Run Management
Connecticut
$499K +$461K +3,677 New
TP
575
Tranquility Partners
Tennessee
$494K

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.