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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
SA
651
Strategic Advisors
New York
$298K +$270K +2,250 New
KMWM
652
Keudell/Morrison Wealth Management
Oregon
$297K -$50.7K -423 -16%
GHAM
653
Gilman Hill Asset Management
Connecticut
$297K – – –
WDG
654
Wealth Dimensions Group
Ohio
$297K +$37.7K +314 +16%
ICG
655
InterOcean Capital Group
Tennessee
$295K +$33.1K +276 +14%
GCP
656
GSA Capital Partners
United Kingdom
$294K +$266K +2,214 New
PA
657
Procyon Advisors
Connecticut
$293K -$51.1K -426 -16%
PWM
658
Perigon Wealth Management
California
$292K +$21K +175 +9%
JWCA
659
J.W. Cole Advisors
Florida
$291K -$839 -7 -0.3%
MBT
660
Montecito Bank & Trust
California
$289K – – –
APA
661
Astoria Portfolio Advisors
New York
$289K +$2.4K +20 +0.9%
BFC
662
Bedel Financial Consulting
Indiana
$287K +$1.8K +15 +0.7%
SBH
663
Segall Bryant & Hamill
Illinois
$287K +$259K +2,162 New
ST
664
Smithfield Trust
Pennsylvania
$285K -$8.87K -74 -3%
ET
665
Equitable Trust
Tennessee
$285K – – –
BBNA
666
Bremer Bank National Association
Minnesota
$282K -$37.5K -313 -13%
SAM
667
Sequent Asset Management
Texas
$282K – – –
AWM
668
Altus Wealth Management
Kentucky
$281K – – –
EFS
669
Essex Financial Services
Connecticut
$281K +$839 +7 +0.3%
SWA
670
SFMG Wealth Advisors
Texas
$276K -$18.3K -153 -7%
NQWM
671
Northwest Quadrant Wealth Management
Oregon
$274K +$1.68K +14 +0.7%
D
672
Diversified
Delaware
$271K +$8.28K +69 +4%
FFBTD
673
First Financial Bank - Trust Division
Ohio
$269K – – –
SFA
674
Souders Financial Advisors
Ohio
$268K +$29.3K +244 +14%
FOA
675
Five Oceans Advisors
California
$267K – – –
25 26
27
28 29

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.