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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
OWA
851
One Wealth Advisors
California
$99.5K +$92K +734 New
KA
852
Kozak & Associates
Colorado
$99K
ME
853
McIlrath & Eck
Washington
$98.8K
SC
854
Seldon Capital
California
$95.9K
TSWM
855
Tyler-Stone Wealth Management
Ohio
$95K
MLA
856
MB, Levis & Associates
Pennsylvania
$94.9K +$87.8K +700 New
CFO
857
CVA Family Office
Colorado
$94.2K +$10.7K +85 +14%
Canada Life
858
Canada Life
Manitoba, Canada
$94K +$21.8K +174 +33%
SWM
859
Sugarloaf Wealth Management
Georgia
$92.5K +$6.52K +52 +8%
AAG
860
Armstrong Advisory Group
Massachusetts
$89.4K +$82.8K +660 New
HNWAG
861
High Net Worth Advisory Group
Florida
$89.1K -$143K -1,144 -64%
AAP
862
Arax Advisory Partners
Colorado
$88.9K -$9.91K -79 -11%
DWA
863
Dougherty Wealth Advisers
Minnesota
$87.5K
CIM
864
Contravisory Investment Management
Massachusetts
$87.2K +$80.6K +643 New
FWM
865
Focused Wealth Management
New York
$85.3K +$3.89K +31 +5%
BAAM
866
Baker Avenue Asset Management
California
$85K +$78.6K +627 New
LF
867
Lee Financial
Texas
$84.6K
FP
868
Financial Perspectives
Minnesota
$84.5K
CFGS
869
Concourse Financial Group Securities
Alabama
$83.5K +$627 +5 +0.8%
GWS
870
Glassman Wealth Services
Virginia
$83.1K +$1.38K +11 +2%
PB
871
Pinnacle Bancorp
Nebraska
$83K
OIA
872
Optimum Investment Advisors
Illinois
$82.2K
PAM
873
Paradigm Asset Management
New York
$81.4K
NECFA
874
New England Capital Financial Advisors
Connecticut
$77.5K +$70.2K +560 New
SSG
875
Summit Securities Group
New York
$75K -$92K -734 -57%

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.