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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
KFS
1026
Kelly Financial Services
Massachusetts
$4.54K
DSC
1027
Duncker Streett & Co
Missouri
$4.41K
CWM
1028
Compass Wealth Management
Connecticut
$4.34K +$4.01K +32 New
Parallax Volatility Advisers
1029
Parallax Volatility Advisers
California
$4.07K -$4.32M -34,475 -100%
AW
1030
Avion Wealth
Texas
$4K
SVCP
1031
Silicon Valley Capital Partners
California
$3.98K +$3.76K +30 New
HWM
1032
HighMark Wealth Management
Minnesota
$3.53K
BC
1033
Burleson & Co
California
$3.53K
NSB
1034
Norway Savings Bank
Maine
$3.39K
TAM
1035
Tucker Asset Management
Colorado
$3.06K
CCM
1036
Copeland Capital Management
Pennsylvania
$3K
WAS
1037
Winch Advisory Services
Wisconsin
$3K
NSIM
1038
North Star Investment Management
Illinois
$2.64K +$1.25K +10 +100%
SWM
1039
Sanctuary Wealth Management
Idaho
$2.44K +$2.26K +18 New
TWD
1040
True Wealth Design
Ohio
$2.1K +$2.01K +16 New
MCM
1041
MV Capital Management
Maryland
$1.83K
LFG
1042
Larson Financial Group
Missouri
$1.77K
EARNEST Partners
1043
EARNEST Partners
Georgia
$1.7K
CHA
1044
Carmichael Hill & Associates
Maryland
$1.56K -$6.27K -50 -81%
VCM
1045
Versant Capital Management
Arizona
$1.42K
Fidelity International
1046
Fidelity International
Bermuda
$1.42K +$752 +6 +120%
WWM
1047
Wolff Wiese Magana
California
$1.36K -$6.4K -51 -84%
CWA
1048
Clearview Wealth Advisors
Oregon
$1.36K +$1.25K +10 New
AWM
1049
Avior Wealth Management
Nebraska
$1.33K
SC
1050
Solstein Capital
California
$1.29K

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.