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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
1WA
676
180 Wealth Advisors
Washington
$323K -$107K -856 -26%
JE
677
JMAC Enterprises
Pennsylvania
$323K
PGAM
678
Princeton Global Asset Management
New Jersey
$322K
CAG
679
Csenge Advisory Group
Florida
$320K -$752 -6 -0.3%
NB
680
Northwest Bancshares
Pennsylvania
$320K -$6.77K -54 -2%
LWM
681
Lyell Wealth Management
California
$319K
SIS
682
Strategic Investment Solutions
Illinois
$319K +$317K +2,527 New
P
683
Pitcairn
Pennsylvania
$317K -$20.7K -165 -7%
N
684
Natixis
France
$315K +$292K +2,325 New
DT
685
Diversified Trust
Tennessee
$315K -$1.5K -12 -0.5%
SIC
686
Salem Investment Counselors
North Carolina
$313K +$110K +877 +61%
FFN
687
Focus Financial Network
Minnesota
$311K -$8.9K -71 -3%
DG
688
DMC Group
Alabama
$308K +$29K +231 +12%
AF
689
Allworth Financial
California
$306K +$13.3K +106 +5%
CAM
690
Covenant Asset Management
New Jersey
$306K
HC
691
Henshaw Capital
Massachusetts
$305K -$464K -3,698 -62%
SFI
692
SPC Financial Inc
Maryland
$305K -$37.6K -300 -12%
SA
693
Strategic Advisors
New York
$305K
TCA
694
Transcend Capital Advisors
New Jersey
$301K -$26.1K -208 -9%
JF
695
Jump Financial
Illinois
$301K +$10.2K +81 +4%
AGC
696
Aspen Grove Capital
Colorado
$300K +$278K +2,214 New
KCM
697
Kathmere Capital Management
Pennsylvania
$300K +$3.39K +27 +1%
D
698
Diversified
Delaware
$299K +$20.2K +161 +8%
EFS
699
Essex Financial Services
Connecticut
$298K
GT
700
Glenview Trust
Kentucky
$297K +$13.8K +110 +5%

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.