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AstraZeneca

1,229 hedge funds and large institutions have $39.1B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 496 increasing their positions, 396 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $485M | Put options by funds: $334M

31% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 89

25% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 396

1% more funds holding

Funds holding: 1,2111,229 (+18)

0% more capital invested

Capital invested by funds: $39B → $39.1B (+$45.6M)

0.03% more ownership

Funds ownership: 16.11%16.15% (+0.03%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,229
Holders Change
+18
Holders Change %
+1.49%
% of All Funds
17.65%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.24%
New
117
Increased
496
Reduced
396
Closed
89
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
376
Harvest Fund Management
China
$2.09M +$743K +4,602 +52%
CCM
377
Coldstream Capital Management
Washington
$2.09M +$84.7K +525 +4%
1832 Asset Management
378
1832 Asset Management
Ontario, Canada
$2.07M -$3.17M -19,622 -60%
SI
379
Stephens Inc
Arkansas
$2.05M -$19K -118 -0.9%
IWC
380
Integrated Wealth Concepts
Massachusetts
$2.04M -$9.2K -57 -0.4%
GT
381
Greenleaf Trust
Michigan
$2.02M +$4.04K +25 +0.2%
DADC
382
D.A. Davidson & Co
Montana
$2.01M -$632K -3,917 -23%
VWM
383
Venturi Wealth Management
Texas
$2.01M +$240K +1,484 +13%
KWM
384
Koa Wealth Management
California
$2M +$541K +3,349 +35%
CNBTD
385
Citizens National Bank Trust Department
Mississippi
$2M -$1.94K -12 -0.1%
NHC
386
Nicholas Hoffman & Company
Georgia
$2M +$807 +5 +0%
BPA
387
Beacon Pointe Advisors
California
$1.99M -$169K -1,044 -8%
PS
388
Principal Securities
Iowa
$1.98M +$305K +1,890 +17%
CFGS
389
Concourse Financial Group Securities
Alabama
$1.97M +$344K +2,129 +20%
ETC
390
Exchange Traded Concepts
Oklahoma
$1.95M +$913K +5,658 +83%
VAS
391
Vestmark Advisory Solutions
Massachusetts
$1.9M +$38.6K +239 +2%
CG
392
Caprock Group
Idaho
$1.88M +$7.1K +44 +0.4%
P
393
Pitcairn
Pennsylvania
$1.85M -$67.8K -420 -3%
NAM
394
NorthCrest Asset Manangement
Minnesota
$1.85M -$2.74K -17 -0.1%
VNA
395
Valley National Advisers
Pennsylvania
$1.79M +$1.83M +11,306 +6,461%
WT
396
Whittier Trust
California
$1.77M +$86.2K +534 +5%
MFG
397
Monte Financial Group
Connecticut
$1.77M -$167K -1,036 -8%
PA
398
Pinnacle Associates
New York
$1.77M -$388K -2,406 -15%
OC
399
Oppenheimer & Co
New York
$1.76M +$484K +2,999 +36%
AF
400
Advisornet Financial
Minnesota
$1.74M +$11.5K +71 +0.6%