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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
TFGT
926
TS Financial Group (TSFG)
Illinois
$31K
BWM
927
BerganKDV Wealth Management
Minnesota
$30.6K -$14K -112 -33%
CFFP
928
Center for Financial Planning
Michigan
$30.5K
RTL
929
Red Tortoise LLC
Georgia
$30.1K +$27.8K +222 New
AWM
930
Accurate Wealth Management
Florida
$30.1K +$26.3K +210 New
HS
931
Horan Securities
United States
$29.1K +$2.26K +18 +9%
AP
932
Arlington Partners
Alabama
$28.6K
ATC
933
Adirondack Trust Company
New York
$28.5K
Baillie Gifford & Co
934
Baillie Gifford & Co
United Kingdom
$27.1K
RF
935
Robbins Farley
New Hampshire
$27.1K
MFT
936
Moisand Fitzgerald Tamayo
Florida
$27.1K
DWMG
937
DB Wealth Management Group
California
$26.9K
AIM
938
Anchor Investment Management
South Carolina
$26.2K -$251 -2 -1%
HFS
939
Hantz Financial Services
Michigan
$26K -$12.8K -102 -35%
OAJ
940
Ogorek Anthony Joseph
New York
$26K
IGWM
941
ICA Group Wealth Management
Colorado
$26K +$24.1K +192 New
ZIG
942
Zullo Investment Group
Pennsylvania
$25.7K
LWANC
943
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.4K
CAL
944
Capital Analysts LLC
Pennsylvania
$25K -$6.4K -51 -22%
AFG
945
Albion Financial Group
Utah
$24.4K
RFA
946
Register Financial Advisors
Georgia
$24.4K +$22.6K +180 New
BWM
947
Baystate Wealth Management
Massachusetts
$24K
VNA
948
Valley National Advisers
Pennsylvania
$24K
FSWA
949
Financial Synergies Wealth Advisors
Texas
$23.5K +$21.8K +174 New
HIA
950
Harbor Investment Advisory
Maryland
$23.5K -$251 -2 -1%

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.