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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
UBS Group
26
UBS Group
Switzerland
$252M +$147M +1,049,079 +120%
MNA
27
Manning & Napier Advisors
New York
$245M +$39.5M +282,149 +18%
WCM Investment Management
28
WCM Investment Management
California
$245M -$14.6M -103,964 -5%
Boston Partners
29
Boston Partners
Massachusetts
$243M +$257M +1,835,360 +9,986%
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$239M +$13.9M +99,488 +6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$232M +$2.08M +14,885 +0.8%
ClearBridge Investments
32
ClearBridge Investments
New York
$227M -$8.34M -59,541 -3%
Wells Fargo
33
Wells Fargo
California
$210M -$11.8M -84,034 -5%
SFM
34
Soros Fund Management
New York
$207M +$35.2M +251,515 +19%
AllianceBernstein
35
AllianceBernstein
Tennessee
$203M +$85.6M +611,335 +65%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$198M +$146M +1,041,823 +221%
Millennium Management
37
Millennium Management
New York
$190M +$195M +1,389,725 +2,346%
Invesco
38
Invesco
Georgia
$187M -$5.47M -39,093 -3%
Swedbank
39
Swedbank
Sweden
$186M +$8.79M +62,800 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$159M -$4.09M -29,190 -2%
Raymond James Financial
41
Raymond James Financial
Florida
$158M +$169M +1,205,878 New
Natixis Advisors
42
Natixis Advisors
Massachusetts
$135M +$6.96M +49,691 +5%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$134M +$26.2M +187,353 +22%
EIP
44
Epoch Investment Partners
New York
$133M +$4.54M +32,441 +3%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$116M -$229M -1,639,074 -65%
Charles Schwab
46
Charles Schwab
California
$114M -$2.81M -20,077 -2%
SC
47
Saturna Capital
Washington
$107M -$2.63M -18,753 -2%
CIC
48
Crawford Investment Counsel
Georgia
$106M +$5.5M +39,266 +5%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$91.8M +$2.74M +19,587 +3%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$83.3M -$3.84M -27,440 -4%

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.