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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
SCA
1001
Stuart Chaussee & Associates
California
$11.2K
PWMG
1002
Prestige Wealth Management Group
New Jersey
$11.1K -$3.26K -26 -24%
MPCL
1003
My Personal CFO LLC
Washington
$10.6K +$9.91K +79 New
FCT
1004
First Community Trust
Iowa
$10K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1005
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.49K
WWP
1006
WR Wealth Planners
Missouri
$9.49K
GWSA
1007
Global Wealth Strategies & Associates
Colorado
$8.88K +$8.28K +66 New
OLVIG
1008
Oliver Lagore Vanvalin Investment Group
Michigan
$8.68K +$6.14K +49 +327%
GIA
1009
GHP Investment Advisors
Colorado
$7.93K
GJIA
1010
Glass Jacobson Investment Advisors
Maryland
$7.66K +$7.15K +57 New
BIA
1011
Bell Investment Advisors
California
$7.46K +$1.38K +11 +25%
CPG
1012
Cornerstone Planning Group
New Jersey
$7.19K +$6.4K +51 New
LWA
1013
Lowe Wealth Advisors
Maryland
$6.78K
DAM
1014
Delta Asset Management
Tennessee
$6.78K +$6.27K +50 New
WOSD
1015
WFA of San Diego
California
$6.78K +$6.27K +50 New
PFSC
1016
Peoples Financial Services Corp
Pennsylvania
$6.78K
PA
1017
PSI Advisors
Florida
$6.7K -$21.9K -175 -78%
FGAM
1018
Financial Gravity Asset Management
Texas
$6.2K -$37.1K -296 -90%
PP
1019
PrairieView Partners
Minnesota
$6K -$4.39K -35 -43%
PMFA
1020
Plante Moran Financial Advisors
Michigan
$5.97K +$5.52K +44 New
KTC
1021
Kistler-Tiffany Companies
Pennsylvania
$5.7K
MSCM
1022
McElhenny Sheffield Capital Management
Texas
$5.56K +$5.14K +41 New
MSFP
1023
Mark Sheptoff Financial Planning
Connecticut
$5.56K
WPWM
1024
Western Pacific Wealth Management
Illinois
$4.75K
PSB
1025
Piscataqua Savings Bank
New Hampshire
$4.75K

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.