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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
WJWM
601
Williams Jones Wealth Management
New York
$442K -$88.8K -708 -18%
FWP
602
FAS Wealth Partners
Kansas
$438K +$4.76K +38 +1%
AIA
603
Avalon Investment & Advisory
Texas
$433K -$69.6K -555 -15%
GAMC
604
Garner Asset Management Corp
Texas
$433K -$3.76K -30 -0.9%
ACM
605
Advisors Capital Management
New Jersey
$432K -$50.4K -402 -11%
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K +$38.6K +308 +11%
CIAS
607
Capital Investment Advisory Services
North Carolina
$429K -$74.9K -597 -16%
GI
608
GAMCO Investors
Connecticut
$428K +$15.9K +127 +4%
BSW
609
Buckingham Strategic Wealth
Missouri
$427K +$30.1K +240 +8%
TC
610
Telemus Capital
Michigan
$426K +$5.02K +40 +1%
MAM
611
McLean Asset Management
Virginia
$425K
HI
612
Harbour Investments
Wisconsin
$423K +$15.7K +125 +4%
CUAMC
613
China Universal Asset Management Company
China
$421K +$31.2K +249 +9%
PWM
614
Perigon Wealth Management
California
$419K +$42.4K +338 +12%
ES
615
Eagle Strategies
New York
$415K +$72.4K +577 +23%
NCM
616
Noesis Capital Mangement
Florida
$415K
VWA
617
V Wealth Advisors
Kansas
$413K +$382K +3,044 New
MA
618
Momentum Advisors
New York
$412K -$125 -1 -0%
NAM
619
NTV Asset Management
West Virginia
$407K
ZB
620
Zions Bancorporation
Utah
$405K +$40.9K +326 +12%
XF
621
XML Financial
Maryland
$403K +$12.5K +100 +3%
GLA
622
Good Life Advisors
Pennsylvania
$403K -$25.5K -203 -6%
JIC
623
Joel Isaacson & Co
New York
$402K
MCWS
624
McKinley Carter Wealth Services
West Virginia
$401K
CYG
625
Clean Yield Group
Vermont
$400K

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.