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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
VT
626
Vise Technologies
New York
$333K +$301K +2,513 New
HC
627
Hendley & Co
Ohio
$332K – – –
AIA
628
Alera Investment Advisors
Illinois
$332K +$300K +2,501 New
GC
629
Grimes & Company
Massachusetts
$328K +$2.28K +19 +0.8%
WH
630
Willner & Heller
California
$326K -$15.5K -129 -4%
BIA
631
Barry Investment Advisors
Massachusetts
$325K +$1.8K +15 +0.6%
IFG
632
Independent Financial Group
California
$324K – – –
LWM
633
Lyell Wealth Management
California
$324K +$293K +2,441 New
KOC
634
Koss-Olinger Consulting
Florida
$320K -$158K -1,318 -35%
CAAS
635
Capital Asset Advisory Services
Michigan
$320K +$289K +2,412 New
IP
636
Intellectus Partners
California
$319K -$20.7K -173 -7%
LAI
637
Legal Advantage Investments
California
$318K – – –
FB
638
Fulton Bank
Pennsylvania
$313K -$8.87K -74 -3%
PPW
639
Pinnacle Private Wealth
Massachusetts
$313K +$4.56K +38 +2%
KA
640
Kovack Advisors
Florida
$309K +$45.7K +381 +20%
IC
641
Intersect Capital
California
$309K +$73.3K +611 +36%
IA
642
IFP Advisors
Florida
$307K +$300K +2,501 +169%
ER
643
Enlightenment Research
Florida
$305K +$276K +2,300 New
WJWM
644
Williams Jones Wealth Management
New York
$305K +$276K +2,303 New
TIAM2
645
Tru Independence Asset Management 2
Oregon
$304K +$3.24K +27 +1%
BBHC
646
Brown Brothers Harriman & Co
New York
$304K +$237K +1,979 +640%
DT
647
Diversified Trust
Tennessee
$302K +$33.6K +280 +14%
HWAM
648
Hennion & Walsh Asset Management
New Jersey
$301K +$17.6K +147 +7%
CAM
649
Covenant Asset Management
New Jersey
$299K – – –
FAIM
650
Financial Advocates Investment Management
Washington
$299K +$6.6K +55 +3%
24 25
26
27 28

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.