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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
3IP
701
3Chopt Investment Partners
Virginia
$297K +$274K +2,188 New
WCA
702
Westover Capital Advisors
Delaware
$293K +$1.25K +10 +0.5%
WI
703
WrapManager Inc
California
$293K -$82.8K -660 -23%
PA
704
Procyon Advisors
Connecticut
$293K +$5.89K +47 +2%
BIA
705
Barry Investment Advisors
Massachusetts
$292K -$35.4K -282 -12%
CCA
706
Cora Capital Advisors
New Jersey
$292K +$270K +2,153 New
AWM
707
Altus Wealth Management
Kentucky
$288K
SAM
708
Sequent Asset Management
Texas
$288K
MBT
709
Montecito Bank & Trust
California
$287K -$8.53K -68 -3%
AO
710
Advisor OS
Illinois
$286K +$30.5K +243 +13%
ST
711
Smithfield Trust
Pennsylvania
$286K -$54.6K -435 -17%
LWAC
712
Laurel Wealth Advisors (California)
California
$286K -$17.6K -140 -6%
BTI
713
Blue Trust Inc
Georgia
$286K +$182K +1,455 +126%
KMWM
714
Keudell/Morrison Wealth Management
Oregon
$284K -$8.65K -69 -3%
HWAM
715
Hennion & Walsh Asset Management
New Jersey
$283K +$262K +2,093 New
SPP
716
Single Point Partners
Massachusetts
$282K +$261K +2,078 New
CAM
717
Cresset Asset Management
Illinois
$282K -$288K -2,294 -45%
P
718
Palladiem
Pennsylvania
$280K
IFG
719
Independent Financial Group
California
$280K -$15.7K -125 -6%
SWA
720
SFMG Wealth Advisors
Texas
$280K -$11K -88 -4%
NQWM
721
Northwest Quadrant Wealth Management
Oregon
$280K
GCM
722
Gallacher Capital Management
Colorado
$279K +$258K +2,059 New
AG
723
Ascent Group
Virginia
$279K +$11.4K +91 +5%
SBH
724
Segall Bryant & Hamill
Illinois
$278K
PWP
725
Principle Wealth Partners
Connecticut
$277K +$21.2K +169 +9%

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.