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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
QC
901
Quent Capital
New York
$48.5K -$18.3K -146 -29%
HBW
902
Hazlett, Burt & Watson
West Virginia
$48K +$12.5K +100 +39%
MRCM
903
M&R Capital Management
New Jersey
$46.6K
JWM
904
Janiczek Wealth Management
Colorado
$46.4K -$2.26K -18 -5%
CA
905
Clearstead Advisors
Ohio
$43.6K
BCWM
906
Bartlett & Co Wealth Management
Ohio
$42.2K
BC
907
Bartlett & Co
Ohio
$42K
EWM
908
Endurance Wealth Management
Rhode Island
$42K
CSPAM
909
Cary Street Partners Asset Management
Virginia
$40.7K
EL
910
EMFO LLC
Florida
$40.7K
WT
911
Washington Trust
Rhode Island
$40.7K
SCA
912
Stonebridge Capital Advisors
Minnesota
$39K +$15.2K +121 +72%
CWM
913
Cedar Wealth Management
California
$36.2K
PFA
914
Pathway Financial Advisers
Indiana
$35.5K +$32.9K +262 New
AA
915
AlphaMark Advisors
Kentucky
$35K -$376 -3 -1%
IBOK
916
Independence Bank of Kentucky
Kentucky
$35K
RMC
917
Resources Management Corp
Connecticut
$34K
AA
918
Addison Advisors
Vermont
$34K -$25.3K -202 -45%
HCM
919
Hollencrest Capital Management
California
$33.9K +$31.4K +250 New
HWA
920
HHM Wealth Advisors
Tennessee
$33.5K -$1.5K -12 -5%
CT
921
Clearstead Trust
Maine
$33K
CCA
922
Catalyst Capital Advisors
New York
$32.3K -$4.63M -36,922 -99%
ECM
923
Estabrook Capital Management
New York
$32.2K
LSA
924
Lansing Street Advisors
Pennsylvania
$32.1K +$125 +1 +0.4%
FMP
925
Financial Management Professionals
Texas
$32K +$11.9K +95 +68%

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.