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AstraZeneca
AZN

965 hedge funds and large institutions have $28.4B invested in AstraZeneca in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 379 increasing their positions, 316 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 316

0.31% less ownership

Funds ownership: 17.06% → 16.75% (-0.31%)

5% less funds holding

Funds holding: 1,015 → 965 (-50)

11% less call options, than puts

Call options by funds: $337M | Put options by funds: $378M

18% less capital invested

Capital invested by funds: $34.8B → $28.4B (-$6.43B)

29% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 112

38% less funds holding in top 10

Funds holding in top 10: 24 → 15 (-9)

Holders
965
Holders Change
-50
Holders Change %
-4.93%
% of All Funds
16.62%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.26%
New
80
Increased
379
Reduced
316
Closed
112
Calls
$337M
Puts
$378M
Net Calls
-$41.3M
Net Calls Change
+$29.5M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$307M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$250M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$211M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$202M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$180M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$789M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$668M
3
Norges Bank
Norges Bank
Norway
-$279M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$218M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$199M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B -$668M -5,267,390 -12%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.87B +$250M +1,974,497 +8%
Primecap Management
3
Primecap Management
California
$2.5B -$12.7M -99,855 -0.4%
Capital International Investors
4
Capital International Investors
California
$2.21B +$59.8M +471,312 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B +$136M +1,070,383 +8%
GQG Partners
6
GQG Partners
Florida
$1.01B -$21.4M -168,964 -2%
Franklin Resources
7
Franklin Resources
California
$920M -$20.7M -163,180 -2%
Bank of America
8
Bank of America
North Carolina
$638M +$357K +2,817 +0%
BlackRock
9
BlackRock
New York
$606M -$56.7M -446,991 -7%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$593M +$5.28M +41,588 +0.8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$490M -$789M -6,222,405 -58%
Morgan Stanley
12
Morgan Stanley
New York
$475M +$17.4M +136,897 +3%
N
13
Nuveen
North Carolina
$409M -$4.75M -37,423 -1%
PI
14
Putnam Investments
Massachusetts
$403M -$139K -1,093 -0%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$372M +$202M +1,594,973 +89%
Goldman Sachs
16
Goldman Sachs
New York
$370M +$21.9M +172,608 +5%
Invesco
17
Invesco
Georgia
$357M +$19M +149,721 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$318M -$3.77M -29,750 -1%
FCM
19
Farallon Capital Management
California
$306M +$60.6M +477,500 +21%
WCM Investment Management
20
WCM Investment Management
California
$266M +$307M +2,420,613 +105,061%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$264M +$180M +1,419,840 +144%
Jennison Associates
22
Jennison Associates
New York
$244M +$20.7M +163,169 +8%
Norges Bank
23
Norges Bank
Norway
$213M -$279M -2,196,088 -53%
Ameriprise
24
Ameriprise
Minnesota
$193M -$10.7M -84,209 -5%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$190M +$211M +1,664,956 +2,559%
1
2 3 4 5

AZN Hedge Fund Activity: Q3 2022 in Review

965 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2022, worth a combined $28.4B — down 18% from $34.8B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of AZN and 80 opened new positions — a net loss of 32 holders — while 316 trimmed existing stakes and 379 added.

The largest buyer was WCM Investment Management, adding an estimated $307M. The largest seller was Fisher Asset Management, cutting an estimated $789M.

  • 965 institutional investors held AstraZeneca (AZN) as of Q3 2022, down from 1,015 in Q2 2022.
  • Funds reported $28.4B of AstraZeneca stock for Q3 2022, down 18% quarter-over-quarter.
  • 80 funds opened new AstraZeneca positions in Q3 2022 and 112 closed out, a net change of -32 holders.
  • The largest AstraZeneca buyer in Q3 2022 was WCM Investment Management, an estimated $307M added.
  • The largest AstraZeneca seller in Q3 2022 was Fisher Asset Management, an estimated $789M sold.

Based on aggregated 13F filings for Q3 2022.