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AstraZeneca

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: 1317 (+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: 949981 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BO
726
BRR OpCo
Ohio
$217K +$196K +1,632 New
OBWG
727
Onyx Bridge Wealth Group
New York
$215K -$25.2K -210 -11%
CCB
728
Country Club Bank
Missouri
$215K +$192K +1,598 New
RIA
729
Regal Investment Advisors
Michigan
$214K -$48.2K -402 -20%
JWM
730
Jeppson Wealth Management
California
$214K +$194K +1,616 New
GIA
731
Gladstone Institutional Advisory
Florida
$213K -$45.2K -377 -19%
AWM
732
Atticus Wealth Management
Florida
$212K -$3.48K -29 -2%
WPC
733
Wedmont Private Capital
Pennsylvania
$212K +$191K +1,594 New
DE
734
Day & Ennis
Georgia
$212K +$191K +1,596 New
PAA
735
Peregrine Asset Advisers
Oregon
$212K +$192K +1,600 New
PMA
736
Prudent Man Advisors
Illinois
$210K +$190K +1,582 New
TPW
737
Tiller Private Wealth
Pennsylvania
$210K +$190K +1,585 New
MG
738
Mather Group
Illinois
$209K +$189K +1,579 New
FTUS
739
Flow Traders U.S.
New York
$208K -$369K -3,080 -66%
JFA
740
JNBA Financial Advisors
Minnesota
$207K
FCH
741
Freestone Capital Holdings
Washington
$207K +$187K +1,563 New
SAM
742
Seelaus Asset Management
New Jersey
$207K +$187K +1,563 New
NJBEST
743
New Jersey Better Educational Savings Trust
New Jersey
$206K +$186K +1,550 New
WP
744
WMS Partners
Maryland
$206K +$186K +1,553 New
WEG
745
World Equity Group
Illinois
$206K +$186K +1,551 New
OL
746
Optas LLC
Texas
$205K -$19.9K -166 -10%
FCFC
747
First Citizens Financial Corp
Iowa
$204K +$184K +1,538 New
SWA
748
Sutton Wealth Advisors
Florida
$202K
VC
749
Veery Capital
Delaware
$200K +$180K +1,505 New
LRWA
750
Long Run Wealth Advisors
New York
$200K +$181K +1,506 New

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.