We are live on ! Find out more
AZN icon

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
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
$1.74M +$1.25M +7,758 +138%
SIA
402
Schechter Investment Advisors
Michigan
$1.73M +$19.2K +119 +1%
PCIA
403
Prime Capital Investment Advisors
Kansas
$1.72M -$167K -1,034 -9%
TFIPS
404
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.72M
SP
405
Stablepoint Partners
Massachusetts
$1.71M +$14K +87 +0.8%
COI
406
Connable Office Inc
Michigan
$1.7M
ECM
407
Evergreen Capital Management
Washington
$1.69M +$118K +733 +7%
ASN
408
Advisory Services Network
Georgia
$1.69M
BCA
409
Bay Colony Advisors
Massachusetts
$1.68M +$56.5K +350 +3%
VT
410
Vise Technologies
New York
$1.68M +$349K +2,163 +25%
EI
411
Ellevest Inc
New York
$1.65M -$70.4K -436 -4%
OC
412
Oarsman Capital
Wisconsin
$1.65M +$254K +1,571 +17%
PCS
413
Personal CFO Solutions
New Jersey
$1.64M +$3.39K +21 +0.2%
AWM
414
Axxcess Wealth Management
California
$1.64M -$5.49K -34 -0.3%
PA
415
Parallel Advisors
California
$1.64M +$19.5K +121 +1%
SSA
416
Schonfeld Strategic Advisors
New York
$1.62M -$1.32M -8,149 -44%
HAG
417
HighPoint Advisor Group
Illinois
$1.6M -$108K -672 -6%
CCA
418
Checchi Capital Advisers
California
$1.59M -$1.94K -12 -0.1%
EWA
419
EP Wealth Advisors
California
$1.59M +$273K +1,692 +20%
GCM
420
Graham Capital Management
Connecticut
$1.59M +$1.65M +10,199 New
EI
421
EDMP Inc
Florida
$1.59M
VIM
422
Vista Investment Management
Pennsylvania
$1.59M +$62K +384 +4%
CM
423
Columbus Macro
Pennsylvania
$1.57M -$57.3K -355 -3%
BTI
424
Blue Trust Inc
Georgia
$1.56M +$941K +5,827 +139%
LFAS
425
Level Four Advisory Services
Texas
$1.55M -$283K -1,753 -14%