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AstraZeneca

1,015 hedge funds and large institutions have $34.8B invested in AstraZeneca in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 310 increasing their positions, 356 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

3% more funds holding

Funds holding: 9811,015 (+34)

2% more capital invested

Capital invested by funds: $34.2B → $34.8B (+$587M)

0.39% more ownership

Funds ownership: 16.67%17.06% (+0.39%)

13% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 356

15% less call options, than puts

Call options by funds: $386M | Put options by funds: $457M

Holders
1,015
Holders Change
+34
Holders Change %
+3.47%
% of All Funds
17.1%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.4%
New
113
Increased
310
Reduced
356
Closed
68
Calls
$386M
Puts
$457M
Net Calls
-$70.8M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.68B -$545M -4,155,037 -9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.19B +$105M +803,443 +3%
Primecap Management
3
Primecap Management
California
$3.03B -$33.1M -252,030 -1%
Capital International Investors
4
Capital International Investors
California
$2.61B +$157M +1,194,668 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.69B +$546M +4,159,903 +48%
Fisher Asset Management
6
Fisher Asset Management
Washington
$1.41B +$35.7M +272,443 +3%
GQG Partners
7
GQG Partners
Florida
$1.24B +$28.5M +217,489 +2%
Franklin Resources
8
Franklin Resources
California
$1.13B +$113M +859,396 +11%
BlackRock
9
BlackRock
New York
$789M +$293M +2,235,903 +60%
Bank of America
10
Bank of America
North Carolina
$768M +$30.3M +230,694 +4%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$709M +$97.8M +745,083 +16%
Morgan Stanley
12
Morgan Stanley
New York
$554M +$347M +2,642,478 +170%
Norges Bank
13
Norges Bank
Norway
$546M -$54.6M -415,924 -9%
N
14
Nuveen
North Carolina
$497M -$37.6M -286,327 -7%
PI
15
Putnam Investments
Massachusetts
$485M +$1.79M +13,648 +0.4%
Goldman Sachs
16
Goldman Sachs
New York
$423M -$54.2M -412,818 -11%
Invesco
17
Invesco
Georgia
$411M -$64.9M -494,990 -14%
Renaissance Technologies
18
Renaissance Technologies
New York
$387M +$85.1M +648,622 +28%
FCM
19
Farallon Capital Management
California
$306M +$69.1M +526,889 +29%
Jennison Associates
20
Jennison Associates
New York
$272M +$30M +228,918 +13%
Ameriprise
21
Ameriprise
Minnesota
$243M -$18.1M -137,833 -7%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$238M -$35M -266,373 -13%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$238M -$32.3M -246,067 -12%
APM
24
Avidity Partners Management
Texas
$231M -$13.2M -100,500 -5%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$223M +$22M +167,586 +11%

AZN Hedge Fund Activity: Q2 2022 in Review

1,015 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2022, worth a combined $34.8B — up 1.7% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AZN positions and 68 closed out — a net gain of 45 holders — while 310 added to existing stakes and 356 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $545M.

  • 1,015 institutional investors held AstraZeneca (AZN) as of Q2 2022, up from 981 in Q1 2022.
  • Funds reported $34.8B of AstraZeneca stock for Q2 2022, up 1.7% quarter-over-quarter.
  • 113 funds opened new AstraZeneca positions in Q2 2022 and 68 closed out, a net change of +45 holders.
  • The largest AstraZeneca buyer in Q2 2022 was Fidelity Investments, an estimated $546M added.
  • The largest AstraZeneca seller in Q2 2022 was T. Rowe Price Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q2 2022.