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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
PCM
651
Pointe Capital Management
Michigan
$359K
RCAG
652
Rehmann Capital Advisory Group
Michigan
$359K +$2.63K +21 +0.8%
FAFN
653
First Affirmative Financial Network
Colorado
$354K +$69.3K +553 +27%
HFP
654
Holistic Financial Partners
Indiana
$353K -$37.9K -302 -10%
WPC
655
Wedmont Private Capital
Pennsylvania
$351K +$33.7K +269 +12%
AMG
656
Advisors Management Group
Wisconsin
$351K
PCIA
657
Prime Capital Investment Advisors
Kansas
$351K +$94.3K +752 +41%
FCI
658
Financial Counselors Inc
Kansas
$347K
BIM
659
Baldwin Investment Management
Pennsylvania
$343K
FFWA
660
FRG Family Wealth Advisors
Washington
$342K
JIC
661
Johnson Investment Counsel
Ohio
$342K +$3.26K +26 +1%
APA
662
Astoria Portfolio Advisors
New York
$342K +$36.2K +289 +13%
IAIM
663
International Assets Investment Management
Florida
$341K +$316K +2,517 New
MS
664
Maven Securities
Jersey
$340K +$314K +2,506 New
HC
665
Hendley & Co
Ohio
$339K
CA
666
Crumly & Associates
Illinois
$336K +$311K +2,481 New
KWM
667
Kolinsky Wealth Management
New Jersey
$336K +$9.03K +72 +3%
RGC
668
Roberts, Glore & Co
Illinois
$335K -$23.3K -186 -7%
WDG
669
Wealth Dimensions Group
Ohio
$334K +$21.4K +171 +7%
CBTWT
670
Community Bank & Trust (Waco, Texas)
Texas
$332K +$3.13K +25 +1%
GA
671
Geller Advisors
New York
$330K -$18.1K -144 -6%
BL
672
Balentine LLC
Georgia
$328K -$55.9K -446 -16%
WH
673
Willner & Heller
California
$328K -$14K -112 -4%
LAS
674
LWM Advisory Services
Florida
$327K -$146K -1,166 -33%
LAI
675
Legal Advantage Investments
California
$325K

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.