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AstraZeneca
AZN

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: 1,211 → 1,229 (+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: 19 → 17 (-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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$808M
2
GQG Partners
GQG Partners
Florida
+$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$130M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$126M
5
Franklin Resources
Franklin Resources
California
+$123M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Holocene Advisors
Holocene Advisors
New York
-$197M
3
FCM
Farallon Capital Management
California
-$188M
4
Jennison Associates
Jennison Associates
New York
-$166M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
476
Investors Asset Management of Georgia
Georgia
$1.23M -$8.07K -50 -0.6%
IWM
477
Iams Wealth Management
Nebraska
$1.22M -$14.4K -89 -1%
VFA
478
Valeo Financial Advisors
Indiana
$1.22M -$38.1K -236 -3%
DAS
479
Diversify Advisory Services
Utah
$1.22M +$17.9K +111 +1%
OL
480
Optas LLC
Texas
$1.21M +$797K +4,938 +173%
AWM
481
Apollon Wealth Management
South Carolina
$1.2M -$10.2K -63 -0.8%
Credit Agricole
482
Credit Agricole
France
$1.2M +$941K +5,830 +309%
GM
483
GeoWealth Management
Illinois
$1.2M -$14.2K -88 -1%
BS
484
Banco Santander
Spain
$1.2M -$178K -1,100 -13%
LP
485
LMR Partners
United Kingdom
$1.19M -$856K -5,300 -41%
BC
486
Burney Company
Virginia
$1.17M -$220K -1,361 -15%
WAM
487
Westport Asset Management
Connecticut
$1.17M – – –
FAIM
488
Financial Advocates Investment Management
Washington
$1.17M +$16K +99 +1%
WFI
489
West Family Investments
California
$1.16M +$133K +821 +12%
CNBT
490
Canandaigua National Bank & Trust
New York
$1.16M -$66.7K -413 -5%
MCC
491
Malaga Cove Capital
California
$1.14M -$202K -1,252 -15%
CFG
492
Cooper Financial Group
California
$1.14M +$506K +3,134 +75%
HDIM
493
Hanson & Doremus Investment Management
Vermont
$1.14M -$29.2K -181 -2%
VIM
494
VELA Investment Management
Ohio
$1.13M -$80.2K -497 -6%
DC
495
Davenport & Co
Virginia
$1.13M +$58.4K +362 +5%
Brown Advisory
496
Brown Advisory
Maryland
$1.13M +$28.7K +178 +3%
Balyasny Asset Management
497
Balyasny Asset Management
Illinois
$1.13M -$56.9M -352,758 -98%
DAS
498
Dynamic Advisor Solutions
Arizona
$1.12M +$44.6K +276 +4%
SWP
499
Stratos Wealth Partners
Ohio
$1.12M +$13.7K +85 +1%
DA
500
Denali Advisors
California
$1.1M +$1.13M +7,030 New
18 19
20
21 22

AZN Hedge Fund Activity: Q3 2024 in Review

1,229 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2024, worth a combined $39.1B — up 0.12% from $39B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AZN positions and 89 closed out — a net gain of 28 holders — while 496 added to existing stakes and 396 trimmed.

The largest buyer was Bank of America, adding an estimated $808M. The largest seller was Wellington Management Group, cutting an estimated $268M.

  • 1,229 institutional investors held AstraZeneca (AZN) as of Q3 2024, up from 1,211 in Q2 2024.
  • Funds reported $39.1B of AstraZeneca stock for Q3 2024, up 0.12% quarter-over-quarter.
  • 117 funds opened new AstraZeneca positions in Q3 2024 and 89 closed out, a net change of +28 holders.
  • The largest AstraZeneca buyer in Q3 2024 was Bank of America, an estimated $808M added.
  • The largest AstraZeneca seller in Q3 2024 was Wellington Management Group, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2024.