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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
FMWA
701
Forvis Mazars Wealth Advisors
Missouri
$245K -$129K -1,077 -37%
BFA
702
Beaumont Financial Advisors
Massachusetts
$241K -$3K -25 -1%
EF
703
Empirical Finance
Pennsylvania
$240K -$11.8K -98 -5%
NC
704
NinePointTwo Capital
California
$240K – – –
STA
705
Summit Trail Advisors
New York
$239K -$54.7K -456 -20%
CCM
706
Canal Capital Management
Virginia
$239K – – –
GC
707
Gratus Capital
Georgia
$237K – – –
SWM
708
SFG Wealth Management
Maryland
$237K – – –
GW
709
GW & Wade
Massachusetts
$237K +$214K +1,787 New
KCM
710
Karp Capital Management
California
$236K – – –
BA
711
Bellwether Advisors
Nebraska
$234K – – –
IWA
712
IBEX Wealth Advisors
New Jersey
$234K +$211K +1,761 New
NWM
713
Northcape Wealth Management
New York
$232K -$30K -250 -13%
CF
714
Centaurus Financial
California
$231K -$181K -1,510 -46%
PAM
715
Paradigm Asset Management
New York
$229K – – –
Fifth Third Bancorp
716
Fifth Third Bancorp
Ohio
$226K -$30.6K -255 -13%
CAMG
717
CWA Asset Management Group
Florida
$224K -$33K -275 -14%
FANJ
718
Financial Architects (New Jersey)
New Jersey
$224K -$5.76K -48 -3%
MM
719
Meridian Management
Arkansas
$224K +$202K +1,687 New
JHCP
720
Jackson Hole Capital Partners
Oklahoma
$222K +$201K +1,675 New
GIA
721
Gateway Investment Advisers
Ohio
$222K +$201K +1,676 New
1SB
722
1ST Source Bank
Indiana
$221K +$200K +1,666 New
CS
723
Cannell & Spears
New York
$220K +$198K +1,655 New
VWA
724
V Wealth Advisors
Kansas
$220K +$198K +1,655 New
MGIA
725
Moneta Group Investment Advisors
Missouri
$218K +$197K +1,643 New
27 28
29
30 31

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.