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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
CWM
576
CIBC World Markets
New York
$492K +$455K +3,632 New
CPO
577
Cerity Partners OCIO
New York
$492K +$11.8K +94 +3%
HT
578
Headlands Technologies
Illinois
$492K +$455K +3,628 New
SL
579
Stevard LLC
Illinois
$491K
NA
580
NewEdge Advisors
Louisiana
$491K +$117K +929 +6%
WGAM
581
Wilkinson Global Asset Management
New York
$486K
FTA
582
Financial & Tax Architects
Missouri
$481K +$437K +3,482 New
CG
583
Cutler Group
California
$481K -$94.1K -750 -17%
GC
584
Grimes & Company
Massachusetts
$479K +$3.89K +31 +0.9%
PIMG
585
Patriot Investment Management Group
Tennessee
$477K -$118K -944 -21%
FIM
586
Fruth Investment Management
Texas
$477K
BIAS
587
Beacon Investment Advisory Services
New Jersey
$475K
WANY
588
Wealthspire Advisors (New York)
New York
$468K +$433K +3,449 New
FOA
589
Five Oceans Advisors
California
$467K -$125 -1 -0%
NERM
590
New England Research & Management
Illinois
$464K
SYBT
591
Stock Yards Bank & Trust
Kentucky
$464K +$16.9K +135 +4%
YDMI
592
Y.D. More Investments
Israel
$464K +$427K +3,405 New
JCM
593
Jacobi Capital Management
Pennsylvania
$460K -$6.65K -53 -2%
AIA
594
Alera Investment Advisors
Illinois
$457K +$3.89K +31 +0.9%
WI
595
Wintrust Investments
Illinois
$456K
KP
596
Keel Point
Alabama
$454K +$38.8K +309 +10%
IRC
597
Investors Research Corp
Georgia
$452K
NG
598
Northstar Group
New York
$451K
LFA
599
Legacy Financial Advisors
Kentucky
$449K +$62.2K +496 +18%
LC
600
Lindbrook Capital
California
$448K +$17.6K +140 +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.