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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.65B -$426M -3,396,684 -9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.7B +$148M +1,179,568 +5%
Primecap Management
3
Primecap Management
California
$3.05B -$39.3M -313,635 -1%
Capital International Investors
4
Capital International Investors
California
$2.77B +$29.6M +236,362 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.57B -$280M -2,232,749 -16%
GQG Partners
6
GQG Partners
Florida
$1.17B -$74.1M -590,630 -6%
Franklin Resources
7
Franklin Resources
California
$884M -$234M -1,867,869 -22%
AWA
8
Arete Wealth Advisors
Illinois
$829M +$78.4K +625 +11%
BlackRock
9
BlackRock
New York
$821M +$66.5M +530,672 +10%
Morgan Stanley
10
Morgan Stanley
New York
$693M +$97.9M +780,597 +18%
Bank of America
11
Bank of America
North Carolina
$656M -$123M -978,555 -17%
Fisher Asset Management
12
Fisher Asset Management
Washington
$590M -$15.1M -120,250 -3%
N
13
Nuveen
North Carolina
$548M +$39.7M +316,502 +8%
Goldman Sachs
14
Goldman Sachs
New York
$526M +$62.8M +500,442 +15%
PI
15
Putnam Investments
Massachusetts
$505M +$6.39M +50,931 +1%
Capital World Investors
16
Capital World Investors
California
$490M +$238M +1,898,534 +110%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$417M -$2.86M -22,766 -0.4%
Invesco
18
Invesco
Georgia
$409M -$30.3M -241,646 -7%
FCM
19
Farallon Capital Management
California
$398M +$18.3M +145,750 +5%
Jennison Associates
20
Jennison Associates
New York
$359M +$53.5M +426,595 +19%
WCM Investment Management
21
WCM Investment Management
California
$317M -$10.9M -87,224 -4%
Winslow Capital Management
22
Winslow Capital Management
Minnesota
$283M +$45.2M +360,445 +21%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$266M +$235M +1,873,344 +2,180%
Norges Bank
24
Norges Bank
Norway
$254M -$8.03M -64,070 -3%
Renaissance Technologies
25
Renaissance Technologies
New York
$245M -$137M -1,090,863 -38%

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.