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AstraZeneca

1,218 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 423 increasing their positions, 427 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $491M | Put options by funds: $354M

8% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 154

0.43% more ownership

Funds ownership: 16.15%16.58% (+0.43%)

1% less funds holding

Funds holding: 1,2291,218 (-11)

1% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 427

13% less capital invested

Capital invested by funds: $39.1B → $34.2B (-$4.9B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
16.04%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
167
Increased
423
Reduced
427
Closed
154
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
401
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.66M +$523K +3,733 +42%
SI
402
Stephens Inc
Arkansas
$1.64M -$95.2K -680 -5%
CCM
403
Coldstream Capital Management
Washington
$1.63M -$138K -986 -7%
HAG
404
HighPoint Advisor Group
Illinois
$1.61M -$13.2K -94 -0.8%
FGC
405
Financial Gravity Companies
Texas
$1.61M +$1.72M +12,255 New
VWM
406
Venturi Wealth Management
Texas
$1.6M -$98K -700 -5%
PL
407
Perpetual Ltd
Australia
$1.59M -$1.36M -9,708 -44%
EWA
408
Exencial Wealth Advisors
Oklahoma
$1.58M +$1.69M +12,084 New
WA
409
Waverly Advisors
Alabama
$1.58M +$1.11M +7,941 +192%
OC
410
Oppenheimer & Co
New York
$1.57M +$95.3K +681 +6%
ECM
411
Evergreen Capital Management
Washington
$1.54M +$130K +928 +9%
LI
412
LMCG Investments
Massachusetts
$1.54M -$1.18M -8,423 -42%
VNA
413
Valley National Advisers
Pennsylvania
$1.54M +$35.6K +254 +2%
NAM
414
NorthCrest Asset Manangement
Minnesota
$1.53M -$30.9K -221 -2%
CFO
415
Callan Family Office
Pennsylvania
$1.5M +$1.61M +11,485 New
MFG
416
Monte Financial Group
Connecticut
$1.49M
FRM
417
Fox Run Management
Connecticut
$1.48M +$1.58M +11,307 New
FHB
418
First Hawaiian Bank
Hawaii
$1.48M +$596K +4,257 +61%
FMI
419
F/M Investments
District of Columbia
$1.45M +$323K +2,308 +26%
VT
420
Vise Technologies
New York
$1.44M +$30.7K +219 +2%
TFIPS
421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.43M -$21K -150 -1%
EPAM
422
Evelyn Partners Asset Management
$1.41M +$1.51M +10,797 New
AF
423
Advisornet Financial
Minnesota
$1.4M -$74.6K -533 -5%
PCS
424
Personal CFO Solutions
New Jersey
$1.4M +$14.7K +105 +1%
MCM
425
MAI Capital Management
Ohio
$1.39M +$536K +3,825 +56%

AZN Hedge Fund Activity: Q4 2024 in Review

1,218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2024, worth a combined $34.2B — down 13% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AZN positions and 154 closed out — a net gain of 13 holders — while 423 added to existing stakes and 427 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Capital World Investors, cutting an estimated $428M.

  • 1,218 institutional investors held AstraZeneca (AZN) as of Q4 2024, down from 1,229 in Q3 2024.
  • Funds reported $34.2B of AstraZeneca stock for Q4 2024, down 13% quarter-over-quarter.
  • 167 funds opened new AstraZeneca positions in Q4 2024 and 154 closed out, a net change of +13 holders.
  • The largest AstraZeneca buyer in Q4 2024 was Morgan Stanley, an estimated $313M added.
  • The largest AstraZeneca seller in Q4 2024 was Capital World Investors, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2024.