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AstraZeneca
AZN

1,130 hedge funds and large institutions have $34B invested in AstraZeneca in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 395 increasing their positions, 361 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 74

13% more call options, than puts

Call options by funds: $470M | Put options by funds: $416M

5% more funds holding

Funds holding: 1,074 → 1,130 (+56)

9% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 361

1% more capital invested

Capital invested by funds: $33.7B → $34B (+$288M)

0.23% more ownership

Funds ownership: 16.05% → 16.28% (+0.23%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
1,130
Holders Change
+56
Holders Change %
+5.21%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
149
Increased
395
Reduced
361
Closed
74
Calls
$470M
Puts
$416M
Net Calls
+$53.8M
Net Calls Change
-$188M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$767M
2
Sanders Capital
Sanders Capital
Florida
+$268M
3
MNG
Manning & Napier Group
New York
+$133M
4
ClearBridge Investments
ClearBridge Investments
New York
+$127M
5
Holocene Advisors
Holocene Advisors
New York
+$111M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$339M
2
FCM
Farallon Capital Management
California
-$145M
3
WCM Investment Management
WCM Investment Management
California
-$128M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$121M
5
Artisan Partners
Artisan Partners
Wisconsin
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.52B -$95.9M -737,582 -3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.33B -$3.16M -24,317 -0.1%
Primecap Management
3
Primecap Management
California
$2.9B -$58.6M -451,145 -2%
Capital International Investors
4
Capital International Investors
California
$2.34B +$10.7M +82,091 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$1.69B +$767M +5,899,307 +89%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.44B +$24.9M +191,452 +2%
Jennison Associates
7
Jennison Associates
New York
$1.19B -$339M -2,606,981 -23%
Sanders Capital
8
Sanders Capital
Florida
$989M +$268M +2,061,482 +39%
GQG Partners
9
GQG Partners
Florida
$933M -$12.2M -93,744 -1%
Goldman Sachs
10
Goldman Sachs
New York
$777M +$29.2M +224,999 +4%
Bank of America
11
Bank of America
North Carolina
$776M -$46.5M -357,615 -6%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$709M +$57.8M +444,589 +9%
Franklin Resources
13
Franklin Resources
California
$660M -$98.2M -755,510 -13%
Fisher Asset Management
14
Fisher Asset Management
Washington
$631M +$13.3M +102,593 +2%
Capital World Investors
15
Capital World Investors
California
$629M +$27.2K +209 +0%
PI
16
Putnam Investments
Massachusetts
$521M +$21.7M +166,655 +5%
BlackRock
17
BlackRock
New York
$440M +$11.4M +87,735 +3%
Ameriprise
18
Ameriprise
Minnesota
$299M +$13.1M +100,948 +5%
Holocene Advisors
19
Holocene Advisors
New York
$281M +$111M +851,241 +69%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$267M +$6.25M +48,101 +2%
FCM
21
Farallon Capital Management
California
$258M -$145M -1,117,631 -37%
N
22
Nuveen
North Carolina
$246M -$109M -837,596 -31%
ClearBridge Investments
23
ClearBridge Investments
New York
$242M +$127M +975,796 +119%
JP Morgan Chase
24
JP Morgan Chase
New York
$239M +$97.2M +747,449 +73%
Northern Trust
25
Northern Trust
Illinois
$222M +$1.08M +8,296 +0.5%
1
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AZN Hedge Fund Activity: Q4 2023 in Review

1,130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2023, worth a combined $34B — up 0.85% from $33.7B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AZN positions and 74 closed out — a net gain of 75 holders — while 395 added to existing stakes and 361 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $767M. The largest seller was Jennison Associates, cutting an estimated $339M.

  • 1,130 institutional investors held AstraZeneca (AZN) as of Q4 2023, up from 1,074 in Q3 2023.
  • Funds reported $34B of AstraZeneca stock for Q4 2023, up 0.85% quarter-over-quarter.
  • 149 funds opened new AstraZeneca positions in Q4 2023 and 74 closed out, a net change of +75 holders.
  • The largest AstraZeneca buyer in Q4 2023 was Morgan Stanley, an estimated $767M added.
  • The largest AstraZeneca seller in Q4 2023 was Jennison Associates, an estimated $339M sold.

Based on aggregated 13F filings for Q4 2023.