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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
KFP
876
KB Financial Partners
New Jersey
$71K +$9.15K +73 +16%
HF
877
Halpern Financial
Virginia
$70.4K
BWL
878
Bogart Wealth LLC
Virginia
$70K +$2.13K +17 +3%
BWA
879
BDO Wealth Advisors
Florida
$68.8K
GGI
880
Godsey & Gibb Inc
Virginia
$66.8K -$15.6K -124 -20%
TWM
881
Tradition Wealth Management
Minnesota
$66K
CB
882
Centennial Bank
Arkansas
$65.1K +$60.2K +480 New
CWC
883
Carolinas Wealth Consulting
North Carolina
$65K +$16.6K +132 +38%
BG
884
Bollard Group
Massachusetts
$63K
SFCL
885
Strengthening Families & Communities LLC
Massachusetts
$63K
PH
886
Pinnacle Holdings
Oklahoma
$61K
SC
887
Stephens Consulting
Michigan
$59.6K -$13.5K -108 -20%
RBC
888
Romano Brothers & Co
Illinois
$59.2K +$54.8K +437 New
SWA
889
Sutton Wealth Advisors
Florida
$57.8K -$138K -1,100 -72%
ASBI
890
American State Bank (Iowa)
Iowa
$57.6K
RBC
891
Roble Belko & Company
Pennsylvania
$57K +$19.7K +157 +60%
BAM
892
Byrne Asset Management
New Jersey
$56.9K +$22.1K +176 +117%
CA
893
CoreCap Advisors
Michigan
$52.8K +$48.8K +389 New
RCM
894
Raleigh Capital Management
North Carolina
$52.2K
JGIA
895
Jackson Grant Investment Advisers
Connecticut
$52.1K
Jones Financial Companies
896
Jones Financial Companies
Missouri
$51K -$251 -2 -0.5%
DAC
897
Dividend Assets Capital
South Carolina
$51K
VWM
898
Valley Wealth Managers
New Jersey
$50.9K
BLC
899
Brown, Lisle/Cummings
Rhode Island
$50.8K +$2.01K +16 +4%
WTA
900
Washington Trust Advisors
Massachusetts
$50.2K -$69.7K -556 -60%

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.