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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
WIM
201
WealthPlan Investment Management
Nebraska
$5.99M +$724K +5,773 +16%
MIH
202
Meitav Investment House
Israel
$5.77M -$18.8K -150 -0.4%
CIS
203
Capital International Sarl
California
$5.76M +$410K +3,273 +8%
BBL
204
Beck Bode LLC
Massachusetts
$5.6M +$5.18M +41,272 New
Comerica Bank
205
Comerica Bank
Texas
$5.54M +$168K +1,341 +4%
Connor, Clark & Lunn Investment Management (CC&L)
206
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.54M -$10.3M -81,859 -67%
TCCM
207
Timber Creek Capital Management
Massachusetts
$5.5M -$22.1K -176 -0.4%
EI
208
Ethic Inc
New York
$5.37M +$712K +5,679 +17%
LFM
209
LGT Fund Management
Liechtenstein
$5.34M
AGP
210
Artia Global Partners
Florida
$5.27M +$4.88M +38,880 New
ST
211
SAL Trading
Pennsylvania
$5.24M -$4.95M -39,500 -51%
GCAC
212
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.21M -$71.2K -568 -2%
SCM
213
SKBA Capital Management
California
$5.08M -$27.3K -218 -0.6%
AI
214
Atria Investments
North Carolina
$5.08M -$118K -939 -2%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$5.05M +$826K +6,583 +21%
New York State Common Retirement Fund
216
New York State Common Retirement Fund
New York
$4.99M
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.87M -$261K -2,080 -5%
Bessemer Group
218
Bessemer Group
New Jersey
$4.76M -$223K -1,776 -5%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$4.76M -$107K -852 -2%
LWIC
220
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.71M +$408K +3,250 +10%
RJT
221
Raymond James Trust
Florida
$4.67M -$144K -1,146 -3%
AAM
222
Azzad Asset Management
Virginia
$4.65M -$1.41M -11,255 -25%
LNWWM
223
Laird Norton Wetherby Wealth Management
California
$4.65M +$228K +1,821 +6%
BG
224
Bellevue Group
Switzerland
$4.65M +$1.51M +12,050 +54%
FAB
225
First American Bank
Illinois
$4.59M -$544K -4,340 -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.