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AstraZeneca

1,074 hedge funds and large institutions have $33.7B invested in AstraZeneca in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 316 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $805M | Put options by funds: $564M

33% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 316

1% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 100

0.13% more ownership

Funds ownership: 15.92%16.05% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

5% less capital invested

Capital invested by funds: $35.3B → $33.7B (-$1.61B)

2% less funds holding

Funds holding: 1,0911,074 (-17)

Holders
1,074
Holders Change
-17
Holders Change %
-1.56%
% of All Funds
17.04%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
101
Increased
420
Reduced
316
Closed
100
Calls
$805M
Puts
$564M
Net Calls
+$242M
Net Calls Change
+$415M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.64B +$61.4M +449,545 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.35B +$24.5M +179,199 +0.7%
Primecap Management
3
Primecap Management
California
$2.97B -$12.8M -93,967 -0.4%
Capital International Investors
4
Capital International Investors
California
$2.34B -$254M -1,860,593 -10%
Jennison Associates
5
Jennison Associates
New York
$1.55B +$77.8M +569,647 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.42B -$128M -940,601 -8%
GQG Partners
7
GQG Partners
Florida
$951M -$488M -3,576,313 -34%
Morgan Stanley
8
Morgan Stanley
New York
$898M -$16.7M -122,028 -2%
Bank of America
9
Bank of America
North Carolina
$829M +$115M +841,532 +16%
Franklin Resources
10
Franklin Resources
California
$766M +$155K +1,135 +0%
Goldman Sachs
11
Goldman Sachs
New York
$751M +$33M +241,888 +5%
Sanders Capital
12
Sanders Capital
Florida
$715M +$721M +5,280,551 New
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$646M -$29.9M -219,082 -4%
Capital World Investors
14
Capital World Investors
California
$632M +$13M +94,879 +2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$621M +$16.4M +119,908 +3%
PI
16
Putnam Investments
Massachusetts
$501M -$8.23M -60,288 -2%
BlackRock
17
BlackRock
New York
$430M +$2.67M +19,516 +0.6%
FCM
18
Farallon Capital Management
California
$410M
N
19
Nuveen
North Carolina
$361M -$108M -788,337 -23%
WCM Investment Management
20
WCM Investment Management
California
$338M -$7.07M -51,766 -2%
Invesco
21
Invesco
Georgia
$330M -$60.3M -441,327 -15%
Ameriprise
22
Ameriprise
Minnesota
$287M +$13.7M +100,552 +5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$262M +$56.4M +412,652 +27%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$240M +$184M +1,349,787 +317%
Northern Trust
25
Northern Trust
Illinois
$222M +$3.31M +24,262 +2%

AZN Hedge Fund Activity: Q3 2023 in Review

1,074 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2023, worth a combined $33.7B — down 4.5% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new AZN positions and 100 closed out — a net gain of 1 holder — while 420 added to existing stakes and 316 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $721M. The largest seller was GQG Partners, cutting an estimated $488M.

  • 1,074 institutional investors held AstraZeneca (AZN) as of Q3 2023, down from 1,091 in Q2 2023.
  • Funds reported $33.7B of AstraZeneca stock for Q3 2023, down 4.5% quarter-over-quarter.
  • 101 funds opened new AstraZeneca positions in Q3 2023 and 100 closed out, a net change of +1 holder.
  • The largest AstraZeneca buyer in Q3 2023 was Sanders Capital, an estimated $721M added.
  • The largest AstraZeneca seller in Q3 2023 was GQG Partners, an estimated $488M sold.

Based on aggregated 13F filings for Q3 2023.