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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
CS
776
Cannell & Spears
New York
$224K +$208K +1,655 New
GWA
777
GGM Wealth Advisors
Maryland
$223K +$198K +1,575 New
EP
778
Eudaimonia Partners
Tennessee
$223K +$206K +1,643 New
WSTAM
779
Wilbanks Smith & Thomas Asset Management
Virginia
$221K -$47K -375 -19%
FWA
780
FSM Wealth Advisors
Ohio
$221K +$204K +1,627 New
JWM
781
Jeppson Wealth Management
California
$219K +$203K +1,616 New
PPWM
782
PFG Private Wealth Management
Florida
$219K +$3.89K +31 +2%
JHCP
783
Jackson Hole Capital Partners
Oklahoma
$218K +$202K +1,610 New
ANBT
784
American National Bank & Trust
Texas
$218K +$108K +859 +115%
TBA
785
Tower Bridge Advisors
Pennsylvania
$217K +$201K +1,600 New
CWP
786
Core Wealth Partners
California
$217K +$103K +825 New
DE
787
Day & Ennis
Georgia
$216K +$200K +1,596 New
WWM
788
Western Wealth Management
Colorado
$216K -$439K -3,502 -69%
FANJ
789
Financial Architects (New Jersey)
New Jersey
$215K +$199K +1,586 New
SWM
790
SFG Wealth Management
Maryland
$215K +$199K +1,585 New
TPW
791
Tiller Private Wealth
Pennsylvania
$215K +$199K +1,585 New
SF
792
Summit Financial
New Jersey
$214K +$198K +1,580 New
BFA
793
Beaumont Financial Advisors
Massachusetts
$213K +$197K +1,570 New
FCA
794
Fortis Capital Advisors
Kansas
$210K +$194K +1,550 New
NJBEST
795
New Jersey Better Educational Savings Trust
New Jersey
$210K +$194K +1,550 New
MNBTD
796
Moody National Bank Trust Division
Texas
$210K -$113K -898 -37%
Vontobel Holding
797
Vontobel Holding
Switzerland
$210K -$85K -678 -30%
CCB
798
Country Club Bank
Missouri
$208K +$193K +1,535 New
EF
799
Empirical Finance
Pennsylvania
$208K +$193K +1,535 New
IPAM
800
ICICI Prudential Asset Management
India
$208K +$56.1K +447 +41%

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.