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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
UBS Group
51
UBS Group
Switzerland
$97.3M +$18.8M +149,787 +26%
SEI Investments
52
SEI Investments
Pennsylvania
$94.6M +$19.1M +152,635 +28%
Legal & General Group
53
Legal & General Group
United Kingdom
$90.9M -$7.7M -61,435 -8%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$86.6M +$50.3M +401,011 +169%
First Trust Advisors
55
First Trust Advisors
Illinois
$85.2M -$14.9M -118,639 -16%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$85M -$1.87M -14,912 -2%
PF
57
Phoenix Financial
Israel
$84M -$21.2M -168,934 -21%
APM
58
Avidity Partners Management
Texas
$81.4M +$39.9M +318,400 +113%
Stifel Financial
59
Stifel Financial
Missouri
$80.9M +$1.89M +15,038 +3%
FAM
60
Fred Alger Management
New York
$76.9M -$6.4M -51,020 -8%
SC
61
Saturna Capital
Washington
$72.4M +$1.58M +12,630 +2%
TCM
62
Tekla Capital Management
Massachusetts
$69.3M -$15.7M -125,469 -20%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$65.2M -$7.33M -58,437 -11%
Citigroup
64
Citigroup
New York
$63.2M +$26.2M +208,763 +81%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$59.9M -$1.36M -10,865 -2%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$58.9M +$26.4M +210,484 +94%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$57.6M +$22.9K +183 +0%
TAM
68
Trillium Asset Management
Massachusetts
$56.9M +$1.23M +9,772 +2%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$52.2M -$1.6M -12,786 -3%
American Century Companies
70
American Century Companies
Missouri
$49.9M -$26.7M -212,762 -37%
TIM
71
Thornburg Investment Management
New Mexico
$49.7M -$8.05M -64,220 -15%
HPG
72
Harvest Portfolios Group
Ontario, Canada
$48.7M +$45M +359,097 New
AM
73
AGF Management
Ontario, Canada
$47.5M +$43.9M +350,285 New
HJGA
74
Hardman Johnston Global Advisors
Connecticut
$47.2M -$5.41M -43,165 -11%
CGPCS
75
Capital Group Private Client Services
California
$46.5M +$206K +1,642 +0.5%

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.