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AstraZeneca
AZN

1,141 hedge funds and large institutions have $33.8B invested in AstraZeneca in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 482 increasing their positions, 340 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 340

28% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 94

2% more call options, than puts

Call options by funds: $480M | Put options by funds: $470M

1% more funds holding

Funds holding: 1,130 → 1,141 (+11)

0.23% less ownership

Funds ownership: 16.28% → 16.06% (-0.23%)

1% less capital invested

Capital invested by funds: $34B → $33.8B (-$235M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
1,141
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
16.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
120
Increased
482
Reduced
340
Closed
94
Calls
$480M
Puts
$470M
Net Calls
+$10M
Net Calls Change
-$43.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$596M
2
Franklin Resources
Franklin Resources
California
+$491M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$168M
4
Millennium Management
Millennium Management
New York
+$151M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$147M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$903M
2
Morgan Stanley
Morgan Stanley
New York
-$659M
3
FCM
Farallon Capital Management
California
-$157M
4
N
Nuveen
North Carolina
-$129M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Cullinan Associates
Kentucky
$883K +$99.2K +749 +13%
CWS
502
Confluence Wealth Services
Pennsylvania
$879K -$19.9K -150 -2%
RCA
503
Riverview Capital Advisers
Massachusetts
$878K – – –
MAM
504
Marotta Asset Management
Virginia
$868K -$6.49K -49 -0.8%
BS
505
Banco Santander
Spain
$867K -$740K -5,585 -47%
SWM
506
Stockman Wealth Management
Montana
$862K +$8.47K +64 +1%
AG
507
Advocate Group
Minnesota
$862K -$16K -121 -2%
AAS
508
Ameritas Advisory Services
Nebraska
$860K +$548K +4,137 +228%
Verition Fund Management
509
Verition Fund Management
Connecticut
$860K -$318K -2,401 -27%
HWM
510
Hohimer Wealth Management
Washington
$856K -$27.5K -208 -3%
FAIM
511
Financial Advocates Investment Management
Washington
$853K +$927 +7 +0.1%
DC
512
Davenport & Co
Virginia
$842K -$8.34K -63 -1%
9WM
513
9258 Wealth Management
Ohio
$841K -$10.6K -80 -1%
CBFP
514
Cedar Brook Financial Partners
Ohio
$841K -$3.71K -28 -0.4%
SMH
515
Sanders Morris Harris
Texas
$838K +$36.4K +275 +5%
MWA
516
Moser Wealth Advisors
Washington
$836K – – –
DAS
517
Diversify Advisory Services
Utah
$836K +$823K +6,214 New
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$834K -$922K -6,963 -53%
RCM
519
RB Capital Management
Nevada
$828K +$132 +1 +0%
Calamos Advisors
520
Calamos Advisors
Illinois
$823K +$804K +6,073 New
VFA
521
Voya Financial Advisors
Connecticut
$821K +$8.47K +64 +1%
FAM
522
Flaharty Asset Management
Florida
$820K – – –
NIG
523
NFJ Investment Group
Texas
$818K -$121K -917 -13%
EFMC
524
Empire Financial Management Company
New York
$813K – – –
FFS
525
Founders Financial Securities
Maryland
$812K +$59.5K +449 +8%
19 20
21
22 23

AZN Hedge Fund Activity: Q1 2024 in Review

1,141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2024, worth a combined $33.8B — down 0.69% from $34B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AZN positions and 94 closed out — a net gain of 26 holders — while 482 added to existing stakes and 340 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $596M. The largest seller was GQG Partners, cutting an estimated $903M.

  • 1,141 institutional investors held AstraZeneca (AZN) as of Q1 2024, up from 1,130 in Q4 2023.
  • Funds reported $33.8B of AstraZeneca stock for Q1 2024, down 0.69% quarter-over-quarter.
  • 120 funds opened new AstraZeneca positions in Q1 2024 and 94 closed out, a net change of +26 holders.
  • The largest AstraZeneca buyer in Q1 2024 was T. Rowe Price Associates, an estimated $596M added.
  • The largest AstraZeneca seller in Q1 2024 was GQG Partners, an estimated $903M sold.

Based on aggregated 13F filings for Q1 2024.