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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
CIC
451
Carnegie Investment Counsel
Ohio
$1.35M +$5.49K +34 +0.4%
FCP
452
Fidelis Capital Partners
Florida
$1.35M +$119K +739 +9%
KPWS
453
Kestra Private Wealth Services
Texas
$1.33M -$58.8K -364 -4%
CFCI
454
Comprehensive Financial Consultants Institutional
Indiana
$1.32M -$70.1K -434 -5%
S
455
SimplyRich
California
$1.32M
SG Americas Securities
456
SG Americas Securities
New York
$1.31M -$1.32M -8,178 -49%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$1.3M +$54.4K +337 +4%
GA
458
Geller Advisors
New York
$1.3M +$3.71K +23 +0.3%
UFF
459
USA Financial Formulas
Michigan
$1.29M +$1.34M +8,277 New
CTA
460
Chesley Taft & Associates
Illinois
$1.29M +$1.33M +8,263 New
UM
461
UniSuper Management
Australia
$1.29M +$129K +800 +11%
CW
462
Channel Wealth
California
$1.28M -$216K -1,340 -14%
CWP
463
Cyndeo Wealth Partners
Florida
$1.28M +$171K +1,059 +15%
SIG
464
Stonegate Investment Group
Alabama
$1.28M +$120K +746 +10%
GWM
465
Geneos Wealth Management
Colorado
$1.28M +$134K +833 +11%
TRCT
466
Tower Research Capital (TRC)
New York
$1.27M -$6.24M -38,630 -83%
IWM
467
IHT Wealth Management
Illinois
$1.27M +$191K +1,181 +17%
IUHSA
468
Itau Unibanco Holding S.A.
Brazil
$1.27M +$713K +4,418 +118%
SSWM
469
Smith Salley Wealth Management
North Carolina
$1.26M +$13.1K +81 +1%
LJAC
470
L.J. Altfest & Co
New York
$1.26M +$15.7K +97 +1%
TF
471
TLWM Financial
Texas
$1.24M -$33.4K -207 -3%
MOS
472
MGO One Seven
Ohio
$1.24M -$52.8K -327 -4%
GRP
473
Global Retirement Partners
California
$1.24M +$46.5K +288 +4%
FBT
474
First Bankers Trust
Kentucky
$1.24M -$42.8K -265 -3%
LIM
475
Leavell Investment Management
Alabama
$1.23M