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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
FCFC
801
First Citizens Financial Corp
Iowa
$208K +$193K +1,538 New
FNBOH
802
First National Bank of Hutchinson
Kansas
$208K +$192K +1,532 New
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$207K +$191K +1,525 New
CC
804
Callan Capital
California
$207K +$191K +1,524 New
BCA
805
Bay Colony Advisors
Massachusetts
$206K +$190K +1,517 New
LRWA
806
Long Run Wealth Advisors
New York
$205K +$189K +1,509 New
HFW
807
Horizon Family Wealth
Illinois
$204K +$189K +1,508 New
KA
808
Kovack Advisors
Florida
$203K +$188K +1,498 New
HWM
809
Hohimer Wealth Management
Washington
$202K -$668K -5,323 -78%
HBT
810
Hills Bank & Trust
Iowa
$201K -$45K -359 -20%
WMA
811
Wealth Management Associates
New Jersey
$201K +$186K +1,482 New
Toronto Dominion Bank
812
Toronto Dominion Bank
Ontario, Canada
$182K -$3.13K -25 -2%
NMG
813
New Millennium Group
Utah
$176K -$1.38K -11 -0.8%
CA
814
Crewe Advisors
Utah
$176K
ONST
815
Old North State Trust
North Carolina
$167K
TFS
816
TrustCore Financial Services
Tennessee
$165K
CAM
817
Close Asset Management
United Kingdom
$163K
BWP
818
Baldwin Wealth Partners
Massachusetts
$159K +$77.9K +621 +113%
CWP
819
Concord Wealth Partners
Virginia
$156K +$144K +1,147 New
AWM
820
Atticus Wealth Management
Florida
$150K -$15.7K -125 -10%
PTC
821
Private Trust Company
Ohio
$148K -$627 -5 -0.5%
Zurich Cantonal Bank
822
Zurich Cantonal Bank
Switzerland
$147K -$610K -4,861 -82%
JWA
823
JFS Wealth Advisors
Pennsylvania
$146K -$3.39K -27 -2%
JFA
824
JNBA Financial Advisors
Minnesota
$144K -$61.8K -493 -32%
HPC
825
HM Payson & Co
Maine
$143K +$4.89K +39 +4%

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.