AstraZeneca
AZN
1,130 hedge funds and large institutions have $34B invested in AstraZeneca in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 395 increasing their positions, 361 reducing their positions, and 74 closing their positions.
101% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 74
13% more call options, than puts
Call options by funds: $470M | Put options by funds: $416M
5% more funds holding
Funds holding: 1,074 → 1,130 (+56)
9% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 361
1% more capital invested
Capital invested by funds: $33.7B → $34B (+$288M)
0.23% more ownership
Funds ownership: 16.05% → 16.28% (+0.23%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$767M |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$268M |
| 3 |
MNG
Manning & Napier Group
Fairport,
New York
|
+$133M |
| 4 |
ClearBridge Investments
New York
|
+$127M |
| 5 |
Holocene Advisors
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$339M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$145M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
-$128M |
| 4 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$121M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$111M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1201
EARNEST Partners
Atlanta,
Georgia
| – | -$1.69K | -13 | Closed |
|
|
WAM
1202
WFA Asset Management
Whitefish Bay,
Wisconsin
| – | -$1.69K | -13 | Closed |
|
|
PPWM
1203
PFG Private Wealth Management
Lutz,
Florida
| – | -$1.22K | -9 | Closed |
|
AZN Hedge Fund Activity: Q4 2023 in Review
1,130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2023, worth a combined $34B — up 0.85% from $33.7B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new AZN positions and 74 closed out — a net gain of 75 holders — while 395 added to existing stakes and 361 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $767M. The largest seller was Jennison Associates, cutting an estimated $339M.
- 1,130 institutional investors held AstraZeneca (AZN) as of Q4 2023, up from 1,074 in Q3 2023.
- Funds reported $34B of AstraZeneca stock for Q4 2023, up 0.85% quarter-over-quarter.
- 149 funds opened new AstraZeneca positions in Q4 2023 and 74 closed out, a net change of +75 holders.
- The largest AstraZeneca buyer in Q4 2023 was Morgan Stanley, an estimated $767M added.
- The largest AstraZeneca seller in Q4 2023 was Jennison Associates, an estimated $339M sold.
Based on aggregated 13F filings for Q4 2023.