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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
CTI
151
Community Trust & Investment
Kentucky
$11.6M -$54.8K -437 -0.5%
TCM
152
Tang Capital Management
California
$11.5M +$1.25M +10,000 +13%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$11.4M +$376K +2,995 +4%
EAM
154
Erste Asset Management
Austria
$11.1M +$765K +6,100 +8%
HT
155
HAP Trading
New York
$11.1M +$4.03M +32,131 +64%
ECG
156
Edge Capital Group
Georgia
$11M -$183K -1,460 -2%
BF
157
BOK Financial
Oklahoma
$10.4M -$8.21M -65,445 -46%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$10.3M +$50.5K +403 +0.5%
SF
159
Synovus Financial
Georgia
$10.3M +$97.2K +775 +1%
PNC
160
Park National Corp
Ohio
$10.2M +$4.39M +35,029 +87%
OFA
161
Oak Family Advisors
Illinois
$10.2M +$581K +4,635 +7%
HR
162
Howe & Rusling
New York
$9.97M +$303K +2,415 +3%
PL
163
Parkwood LLC
Ohio
$9.73M -$253K -2,016 -3%
BSA
164
Braun Stacey Associates
New York
$9.65M -$1.55M -12,393 -15%
ECM
165
Endurant Capital Management
California
$9.59M +$2.53M +20,186 +40%
ERSOT
166
Employees Retirement System of Texas
Texas
$9.54M -$1.12M -8,934 -11%
IHAM
167
Integral Health Asset Management
New York
$9.49M +$8.78M +70,000 New
B
168
Bailard
California
$9.46M +$486K +3,878 +6%
MML Investors Services
169
MML Investors Services
Massachusetts
$9.3M +$300K +2,391 +4%
DZ Bank
170
DZ Bank
Germany
$9.26M -$121K -961 -1%
PFO
171
Pathstone Family Office
New Jersey
$8.97M +$1.8M +14,357 +31%
Creative Planning
172
Creative Planning
Kansas
$8.88M +$1.1M +8,797 +16%
NC
173
Nicholas Company
Wisconsin
$8.19M +$314K +2,500 +4%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$7.87M +$1.04M +8,270 +17%
KAS
175
Kestra Advisory Services
Texas
$7.86M +$697K +5,557 +11%

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.