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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
SC
176
Scotia Capital
Ontario, Canada
$7.86M -$447K -3,565 -6%
AssetMark Inc
177
AssetMark Inc
California
$7.83M +$1.28M +10,240 +22%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$7.82M -$248K -1,980 -3%
ORI
179
Oak Ridge Investments
Illinois
$7.75M +$2.38K +19 +0%
Mariner
180
Mariner
Kansas
$7.66M -$352K -2,809 -5%
BCI
181
Brinker Capital Investments
Pennsylvania
$7.65M -$101K -804 -1%
US Bancorp
182
US Bancorp
Minnesota
$7.65M -$541K -4,316 -7%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$7.64M -$2.6M -20,721 -27%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$7.43M +$678K +5,410 +11%
DS
185
DRW Securities
Illinois
$7.19M +$6.27M +50,028 +1,657%
Squarepoint
186
Squarepoint
New York
$7.18M +$103K +819 +2%
ZAM
187
Zevin Asset Management
Massachusetts
$7.1M +$6.56M +52,344 New
M
188
MOTCO
Texas
$7.03M -$280K -2,230 -4%
JIR
189
James Investment Research
Ohio
$7.02M -$194K -1,543 -3%
PFS
190
Prospera Financial Services
Texas
$6.99M -$2.45M -19,508 -27%
GF
191
Gabelli Funds
New York
$6.99M -$262K -2,093 -4%
SPIA
192
Steward Partners Investment Advisory
New York
$6.91M -$125K -1,000 -2%
NM
193
NWI Management
New York
$6.78M -$12.5M -100,000 -67%
RCM
194
RNC Capital Management
California
$6.69M -$145K -1,155 -2%
ACM
195
Altrius Capital Management
North Carolina
$6.47M +$89K +710 +2%
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$6.45M +$294K +2,342 +5%
LSV Asset Management
197
LSV Asset Management
Illinois
$6.32M
CS
198
Credit Suisse
Switzerland
$6.17M +$1.41M +11,238 +33%
BA
199
Bridgewater Associates
Connecticut
$6.08M +$616K +4,913 +12%
WP
200
WealthPLAN Partners
Nebraska
$6.05M +$5.39M +42,994 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.