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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
SFG
951
Steward Financial Group
Texas
$23K +$21.8K +174 New
TCWA
952
Ten Capital Wealth Advisors
Washington
$22K -$1.5K -12 -7%
DWP
953
Destiny Wealth Partners
Florida
$21.8K -$31.5K -251 -61%
NIC
954
Northwest Investment Counselors
Oregon
$21.8K
LWCFA
955
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6K
MFA
956
McClarren Financial Advisors
Pennsylvania
$21K
GEA
957
Glen Eagle Advisors
New Jersey
$20.8K +$11.2K +89 +137%
SBL
958
Sargent Bickham Lagudis
Colorado
$20.5K -$5.39K -43 -22%
MA
959
MCF Advisors
Kentucky
$20.3K
TH
960
TCTC Holdings
Texas
$20.3K
AWM
961
Accel Wealth Management
Iowa
$19.7K
CCA
962
Column Capital Advisors
Indiana
$19.4K
TLA
963
Tanglewood Legacy Advisors
Texas
$19.4K +$17.9K +143 New
CT
964
Caldwell Trust
Florida
$19.3K +$17.9K +143 New
CIR
965
Clear Investment Research
Georgia
$19K
MWM
966
Mascoma Wealth Management
New Hampshire
$17.9K
APC
967
Aspire Private Capital
North Carolina
$17.4K
WB
968
Webster Bank
Connecticut
$17K
FMTCOCP
969
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K +$12.3K +98 +350%
CAC
970
Core Alternative Capital
Georgia
$16.9K -$5.64K -45 -26%
GCM
971
Gables Capital Management
Florida
$16.9K
SC
972
Schubert & Co
Texas
$16K +$1.38K +11 +10%
MS
973
Madden Securities
Texas
$15.6K +$14.4K +115 New
TIM
974
Tortoise Investment Management
New York
$15.5K
AIM
975
Arcadia Investment Management
Michigan
$15.1K +$13.9K +111 New

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.