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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
SCTC
451
Sanibel Captiva Trust Company
Florida
$1.36M -$59.6K -396 -4%
WA
452
Wealth Alliance
New York
$1.36M +$73.3K +487 +6%
CIC
453
Carnegie Investment Counsel
Ohio
$1.35M +$10.4K +69 +0.8%
VT
454
Vise Technologies
New York
$1.34M +$254K +1,688 +24%
MCC
455
Malaga Cove Capital
California
$1.34M -$13.5K -90 -1%
EWA
456
EP Wealth Advisors
California
$1.33M +$55.1K +366 +4%
S
457
SimplyRich
California
$1.32M
AIP
458
Ameritas Investment Partners
Nebraska
$1.32M
MOS
459
MGO One Seven
Ohio
$1.3M +$121K +803 +11%
GA
460
Geller Advisors
New York
$1.29M +$60K +399 +5%
OC
461
Oppenheimer & Co
New York
$1.29M -$128K -851 -9%
FCP
462
Fidelis Capital Partners
Florida
$1.29M +$371K +2,466 +45%
FBT
463
First Bankers Trust
Kentucky
$1.28M -$132K -875 -10%
Allspring Global Investments
464
Allspring Global Investments
North Carolina
$1.28M +$447K +2,970 +57%
TF
465
TLWM Financial
Texas
$1.28M +$20.6K +137 +2%
VFA
466
Valeo Financial Advisors
Indiana
$1.26M +$5.27K +35 +0.4%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$1.25M -$51.8K -344 -4%
SSWM
468
Smith Salley Wealth Management
North Carolina
$1.25M +$12.6K +84 +1%
LJAC
469
L.J. Altfest & Co
New York
$1.24M -$652K -4,333 -35%
IWM
470
Iams Wealth Management
Nebraska
$1.24M +$1.2M +7,945 New
IAMOG
471
Investors Asset Management of Georgia
Georgia
$1.24M -$3.76K -25 -0.3%
LIM
472
Leavell Investment Management
Alabama
$1.23M +$120K +795 +11%
CNBT
473
Canandaigua National Bank & Trust
New York
$1.23M -$22K -146 -2%
P
474
&Partners
Tennessee
$1.22M +$1.18M +7,811 New
AWM
475
Apollon Wealth Management
South Carolina
$1.21M -$7.52K -50 -0.6%

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.