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AstraZeneca
AZN

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: 13 → 17 (+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: 949 → 981 (+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

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$317M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$263M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$197M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$128M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$414M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$150M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$81.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$75.4M
5
Legal & General Group
Legal & General Group
United Kingdom
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
851
Corsicana & Co
Texas
$33K – – –
TVWM
852
Tower View Wealth Management
Wisconsin
$33K – – –
LSA
853
Lansing Street Advisors
Pennsylvania
$33K +$28.2K +235 New
ZIG
854
Zullo Investment Group
Pennsylvania
$32K – – –
ECM
855
Estabrook Capital Management
New York
$31.5K – – –
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K -$59.8K -499 -68%
HFS
857
Hantz Financial Services
Michigan
$30K -$1.32K -11 -5%
CFFP
858
Center for Financial Planning
Michigan
$30K – – –
PA
859
PSI Advisors
Florida
$30K – – –
TFGT
860
TS Financial Group (TSFG)
Illinois
$30K +$120 +1 +0.4%
HS
861
Horan Securities
United States
$29K – – –
SCA
862
Stonebridge Capital Advisors
Minnesota
$29K – – –
ATC
863
Adirondack Trust Company
New York
$28K – – –
AP
864
Arlington Partners
Alabama
$28K – – –
MGI
865
MayTech Global Investments
New York
$28K – – –
NIC
866
Northwest Investment Counselors
Oregon
$28K +$5.76K +48 +30%
FMP
867
Financial Management Professionals
Texas
$28K +$8.75K +73 +53%
AFG
868
Albion Financial Group
Utah
$27K -$3.12K -26 -11%
Baillie Gifford & Co
869
Baillie Gifford & Co
United Kingdom
$27K – – –
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
BCMLT
871
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K +$23.9K +199 New
PFBT
872
Parkside Financial Bank & Trust
Missouri
$26K +$23.4K +195 +4,875%
DWMG
873
DB Wealth Management Group
California
$26K +$23.9K +199 New
AIM
874
Anchor Investment Management
South Carolina
$25.8K – – –
LWANC
875
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
33 34
35
36 37

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.