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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
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$141K +$84.8K +676 +185%
CF
827
Centaurus Financial
California
$140K -$2.76K -22 -2%
RFA
828
Resurgent Financial Advisors
Georgia
$137K +$127K +1,012 New
SSB
829
Sandy Spring Bank
Maryland
$133K
PPC
830
Park Place Capital
Alabama
$125K +$116K +924 New
Dimensional Fund Advisors
831
Dimensional Fund Advisors
Texas
$124K +$5.62M +44,778 +5%
FFA
832
Fairfield Financial Advisors
Massachusetts
$123K
TWA
833
TCI Wealth Advisors
Arizona
$123K +$76.4K +609 +204%
FFC
834
First Financial Corp
Indiana
$122K
NFSG
835
Newbridge Financial Services Group
Florida
$121K -$9.91K -79 -8%
AA
836
Ancora Advisors
Ohio
$117K -$18.8K -150 -15%
USCWA
837
U.S. Capital Wealth Advisors
Texas
$115K +$107K +852 New
BHWM
838
Beaird Harris Wealth Management
Texas
$115K
HFM
839
Harvest Fund Management
China
$112K +$46.5K +371 +82%
HGERS
840
Householder Group Estate & Retirement Specialist
Arizona
$110K -$752 -6 -0.7%
FHA
841
First Horizon Advisors
Tennessee
$110K +$13.7K +109 +16%
MHR
842
Matthew Hamilton Rosenberg
$108K
CBT
843
Central Bank & Trust
Kentucky
$108K
CT
844
Colonial Trust
South Carolina
$107K +$99.3K +792 New
RA
845
Rise Advisors
New York
$105K
AF
846
Advisornet Financial
Minnesota
$105K +$37K +295 +61%
BCV
847
Banque Cantonale Vaudoise
Switzerland
$105K
FFA
848
Farther Finance Advisors
California
$104K +$95.8K +764 New
LIA
849
Luken Investment Analytics
Tennessee
$102K +$94.1K +750 New
HCP
850
Hexagon Capital Partners
Arkansas
$100K +$12.8K +102 +16%

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.