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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
AAMU
126
AEGON Asset Management (UK)
United Kingdom
$17.3M -$4.53M -36,108 -22%
LPL Financial
127
LPL Financial
California
$17.1M +$950K +7,577 +6%
BC
128
Brookfield Corp
Ontario, Canada
$16.8M +$7.01M +55,934 +82%
GT
129
Glenmede Trust
Pennsylvania
$16.3M +$729K +5,817 +5%
Truist Financial
130
Truist Financial
North Carolina
$16.1M -$1.69M -13,503 -10%
OMC
131
Old Mission Capital
Illinois
$15.5M -$773K -6,161 -5%
FLPIM
132
F.L. Putnam Investment Management
Massachusetts
$15.2M +$1.54M +12,306 +12%
Osaic Holdings
133
Osaic Holdings
Arizona
$15.2M +$1.4M +11,197 +11%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$14.8M +$125K +994 +0.9%
HighTower Advisors
135
HighTower Advisors
Illinois
$14M -$557K -4,441 -4%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$14M +$12.7M +101,377 +3,777%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$13.7M -$7.89M -62,930 -38%
Victory Capital Management
138
Victory Capital Management
Texas
$13.5M -$606K -4,831 -5%
BCMO
139
Buckingham Capital Management (Ohio)
Ohio
$13.5M +$139K +1,107 +1%
GC
140
Guggenheim Capital
Illinois
$13.4M -$2.03M -16,168 -14%
Corient Private Wealth
141
Corient Private Wealth
Florida
$13.2M +$12.2M +97,234 New
AllianceBernstein
142
AllianceBernstein
Tennessee
$13M -$6.96M -55,462 -37%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$12.8M +$1.68M +13,427 +17%
Daiwa Securities Group
144
Daiwa Securities Group
Japan
$12.8M +$11.3K +90 +0.1%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$12.8M +$84.7K +675 +0.7%
CFB
146
Cullen/Frost Bankers
Texas
$12.5M +$5.16M +41,118 +80%
BPC
147
Banque Pictet & Cie
Switzerland
$12.4M -$394K -3,145 -3%
HCM
148
Hilton Capital Management
New York
$12.3M
PNAA
149
Pictet North America Advisors
Switzerland
$12.3M -$394K -3,145 -3%
CGA
150
Compound Global Advisors
Washington
$11.7M +$10.9M +86,650 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.