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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
SWA
976
SOA Wealth Advisors
New York
$14.9K
CB
977
CNB Bank
Pennsylvania
$14.8K -$5.14K -41 -27%
SIS
978
Sound Income Strategies
Florida
$14.6K +$8.15K +65 +151%
OA
979
Operose Advisors
Wisconsin
$14.2K +$627 +5 +5%
CT
980
Cambridge Trust
Massachusetts
$14K
CWM
981
CarsonAllaria Wealth Management
Illinois
$14K
MTIC
982
Missouri Trust & Investment Company
Missouri
$14K
CAS
983
Coppell Advisory Solutions
Texas
$14K +$12.9K +103 New
CASC
984
Coppell Advisory Solutions Corp
Texas
$14K +$12.9K +103 New
BFPW
985
BOK Financial Private Wealth
Colorado
$13.6K -$1.84M -14,684 -99%
BAM
986
Bellevue Asset Management
Washington
$13.6K
OSNBOA
987
Old Second National Bank of Aurora
Illinois
$13.6K -$6.27K -50 -33%
ACM
988
Antonetti Capital Management
Florida
$13.6K
AIC
989
Archer Investment Corporation
Indiana
$13.6K
AP
990
Atwood & Palmer
Missouri
$13.6K
MCA
991
Maryland Capital Advisors
Maryland
$13.6K
TJHA
992
Thomas J. Herzfeld Advisors
Florida
$13K +$3.51K +28 +41%
FRA
993
Front Row Advisors
California
$13K -$3.64K -29 -23%
AWM
994
Abound Wealth Management
Tennessee
$13K -$7.52K -60 -38%
DJSG
995
D.J. St. Germain
Massachusetts
$12.9K +$12K +96 New
TF
996
TimeScale Financial
Massachusetts
$12.9K
RFG
997
RFP Financial Group
Georgia
$12.8K +$10.7K +85 New
FA
998
Fiduciary Alliance
South Carolina
$12.5K +$11.5K +92 New
WOC
999
West Oak Capital
California
$12K
BCMLT
1000
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K -$14K -112 -56%

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.