We are live on ! Find out more
AZN icon

AstraZeneca

1,211 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 504 increasing their positions, 331 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 70

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

52% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 331

49% more call options, than puts

Call options by funds: $500M | Put options by funds: $336M

15% more capital invested

Capital invested by funds: $33.8B → $39B (+$5.23B)

6% more funds holding

Funds holding: 1,1411,211 (+70)

0.05% more ownership

Funds ownership: 16.06%16.11% (+0.05%)

Holders
1,211
Holders Change
+70
Holders Change %
+6.13%
% of All Funds
17.49%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.27%
New
155
Increased
504
Reduced
331
Closed
70
Calls
$500M
Puts
$336M
Net Calls
+$165M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ellevest Inc
New York
$1.72M +$327K +2,172 +25%
SIA
402
Schechter Investment Advisors
Michigan
$1.72M +$530K +3,519 +47%
SP
403
Stablepoint Partners
Massachusetts
$1.7M -$93.7K -623 -5%
AFG
404
Atomi Financial Group
New York
$1.7M +$565K +3,754 +53%
COI
405
Connable Office Inc
Michigan
$1.7M +$400K +2,661 +32%
WT
406
Whittier Trust
California
$1.69M +$62.6K +416 +4%
SAM
407
Sectoral Asset Management
Quebec, Canada
$1.69M -$209K -1,390 -11%
PS
408
Principal Securities
Iowa
$1.69M +$156K +1,034 +11%
ASN
409
Advisory Services Network
Georgia
$1.69M +$346K +2,299 +27%
FAB
410
First American Bank
Illinois
$1.68M +$199K +1,324 +14%
DWT
411
Dorsey & Whitney Trust
South Dakota
$1.65M +$29K +193 +2%
AWM
412
Axxcess Wealth Management
California
$1.64M -$207K -1,375 -12%
PCS
413
Personal CFO Solutions
New Jersey
$1.64M +$437K +2,906 +38%
CFGS
414
Concourse Financial Group Securities
Alabama
$1.64M +$98.4K +654 +7%
CM
415
Columbus Macro
Pennsylvania
$1.63M -$56.7K -377 -3%
BCA
416
Bay Colony Advisors
Massachusetts
$1.63M +$109K +723 +7%
SSG
417
Summit Securities Group
New York
$1.63M +$5.22M +34,714 +5,075%
PA
418
Parallel Advisors
California
$1.62M +$149K +992 +11%
CCA
419
Checchi Capital Advisers
California
$1.6M +$12.8K +85 +0.8%
BSA
420
Braun Stacey Associates
New York
$1.59M -$3.57M -23,751 -70%
ECM
421
Evergreen Capital Management
Washington
$1.58M +$95.6K +635 +7%
YIH
422
Y-Intercept (HK)
Hong Kong
$1.57M +$1.52M +10,088 New
Lido Advisors
423
Lido Advisors
California
$1.57M +$431K +2,863 +40%
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$1.55M +$68K +452 +5%
EI
425
EDMP Inc
Florida
$1.54M

AZN Hedge Fund Activity: Q2 2024 in Review

1,211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2024, worth a combined $39B — up 15% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new AZN positions and 70 closed out — a net gain of 85 holders — while 504 added to existing stakes and 331 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Wellington Management Group, cutting an estimated $643M.

  • 1,211 institutional investors held AstraZeneca (AZN) as of Q2 2024, up from 1,141 in Q1 2024.
  • Funds reported $39B of AstraZeneca stock for Q2 2024, up 15% quarter-over-quarter.
  • 155 funds opened new AstraZeneca positions in Q2 2024 and 70 closed out, a net change of +85 holders.
  • The largest AstraZeneca buyer in Q2 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest AstraZeneca seller in Q2 2024 was Wellington Management Group, an estimated $643M sold.

Based on aggregated 13F filings for Q2 2024.