We are live on ! Find out more
AZN icon

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
CYG
576
Clean Yield Group
Vermont
$404K +$11.3K +94 +3%
ATC
577
Argent Trust Co
Tennessee
$404K +$58.9K +491 +19%
BSW
578
Buckingham Strategic Wealth
Missouri
$403K +$3K +25 +0.8%
NAM
579
NTV Asset Management
West Virginia
$398K – – –
AWA
580
Arete Wealth Advisors
Illinois
$396K -$12.1K -101 -3%
MCWS
581
McKinley Carter Wealth Services
West Virginia
$392K – – –
NB
582
Norinchukin Bank
Japan
$392K +$354K +2,954 New
BIP
583
Blueprint Investment Partners
North Carolina
$391K +$240K +2,003 +213%
PP
584
Prospector Partners
Connecticut
$390K -$10.4K -87 -3%
ISWM
585
Independent Solutions Wealth Management
New York
$386K +$57.6K +480 +20%
VIM
586
VELA Investment Management
Ohio
$384K +$66.2K +552 +24%
DHFB
587
Dixon Hubard Feinour & Brown
Virginia
$380K – – –
GWSG
588
GPS Wealth Strategies Group
Colorado
$380K – – –
SB
589
Simmons Bank
Arkansas
$379K -$12.1K -101 -3%
WTC
590
WhitTier Trust Company
Nevada
$379K +$10.6K +88 +3%
AWM
591
Apollon Wealth Management
South Carolina
$378K -$269K -2,243 -44%
DWM
592
Doyle Wealth Management
Florida
$378K -$14.4K -120 -4%
DCM
593
DGS Capital Management
New Jersey
$377K -$53.7K -448 -14%
KWM
594
Kingsview Wealth Management
Oregon
$375K -$81.3K -678 -19%
WA
595
Winfield Associates
Ohio
$374K – – –
IC
596
Inscription Capital
Texas
$370K – – –
CS
597
Comerica Securities
Michigan
$368K -$13.9K -116 -4%
MMG
598
Monetary Management Group
Missouri
$365K – – –
AIA
599
Angeles Investment Advisors
California
$362K -$59.5K -496 -15%
ST
600
Sentinel Trust
Texas
$361K -$7.2K -60 -2%
22 23
24
25 26

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.