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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
CBTWT
676
Community Bank & Trust (Waco, Texas)
Texas
$266K +$241K +2,006 New
HFP
677
Holistic Financial Partners
Indiana
$266K +$241K +2,006 New
CCM
678
Coldstream Capital Management
Washington
$265K -$98.9K -825 -29%
Credit Agricole
679
Credit Agricole
France
$265K – – –
LAM
680
Lynch Asset Management
Pennsylvania
$265K – – –
VWA
681
Visionary Wealth Advisors
Illinois
$265K – – –
FVWA
682
Foster Victor Wealth Advisors
South Carolina
$264K +$229K +1,913 New
EMG
683
ETF Managers Group
New Jersey
$263K -$181K -1,506 -43%
CMS
684
Capital Market Strategies
Florida
$261K -$86K -717 -27%
BCA
685
Bay Colony Advisors
Massachusetts
$261K +$236K +1,970 New
CA
686
CoreCap Advisors
Michigan
$260K -$6.6K -55 -3%
MLFP
687
MPS Loria Financial Planners
Illinois
$260K +$839 +7 +0.4%
GIA
688
Guyasuta Investment Advisors
Pennsylvania
$259K – – –
First Manhattan
689
First Manhattan
New York
$258K – – –
SSG
690
Summit Securities Group
New York
$255K -$117K -976 -34%
EH
691
Equitable Holdings
New York
$255K +$2.88K +24 +1%
CCM
692
Covington Capital Management
California
$255K +$3K +25 +1%
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$10.1K -84 -4%
EGM
694
Engineers Gate Manager
New York
$252K +$228K +1,898 New
RCAG
695
Rehmann Capital Advisory Group
Michigan
$252K -$50.5K -421 -18%
KCM
696
Kendall Capital Management
Maryland
$251K -$6.48K -54 -3%
PWP
697
Principle Wealth Partners
Connecticut
$249K – – –
HI
698
Hudock Inc
Pennsylvania
$249K +$240 +2 +0.1%
WAM
699
Wolverine Asset Management
Illinois
$248K – – –
Lazard Asset Management
700
Lazard Asset Management
New York
$246K -$3.23M -26,967 -94%
26 27
28
29 30

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.