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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
DAS
501
Dynamic Advisor Solutions
Arizona
$1.08M +$341K +2,267 +49%
DC
502
Davenport & Co
Virginia
$1.08M +$104K +689 +11%
AWA
503
Aaron Wealth Advisors
Illinois
$1.08M +$163K +1,081 +19%
XT
504
XTX Topco
Cayman Islands
$1.07M +$1.04M +6,890 New
AQR Capital Management
505
AQR Capital Management
Connecticut
$1.07M +$545K +3,621 +112%
ETC
506
Exchange Traded Concepts
Oklahoma
$1.06M +$1.03M +6,826 New
AAS
507
Ameritas Advisory Services
Nebraska
$1.06M +$126K +836 +14%
MSWM
508
Mowery & Schoenfeld Wealth Management
Illinois
$1.06M +$20.9K +139 +2%
RG
509
Rathbones Group
United Kingdom
$1.05M
SW
510
SVB Wealth
Massachusetts
$1.05M +$17.2K +114 +2%
BEI
511
Benjamin Edwards Inc
Missouri
$1.04M -$115K -767 -10%
WFI
512
West Family Investments
California
$1.04M +$8.73K +58 +0.9%
TYCC
513
Texas Yale Capital Corp
Florida
$1.03M
MAM
514
Marotta Asset Management
Virginia
$1.03M +$28.3K +188 +3%
CGL
515
Clarius Group LLC
Washington
$1.03M -$187K -1,243 -16%
DCM
516
Driehaus Capital Management
Illinois
$1.03M +$405K +2,689 +69%
MPPW
517
Mitchell & Pahl Private Wealth
Oklahoma
$1.03M -$8.28K -55 -0.8%
CA
518
Cullinan Associates
Kentucky
$1.02M
HKAM
519
Horizon Kinetics Asset Management
New York
$1.01M -$32.8K -218 -3%
RCA
520
Riverview Capital Advisers
Massachusetts
$1.01M
IB
521
Intrust Bank
Kansas
$1.01M +$76.1K +506 +9%
HNB
522
Huntington National Bank
Ohio
$1M +$306K +2,033 +46%
Connor, Clark & Lunn Investment Management (CC&L)
523
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$997K +$213K +1,413 +28%
Verition Fund Management
524
Verition Fund Management
Connecticut
$994K +$4.06K +27 +0.4%
AG
525
Advocate Group
Minnesota
$992K

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.