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AstraZeneca
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Overview Fund Activity

1,207 hedge funds and large institutions have $34.1B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 421 increasing their positions, 427 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-13
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
163
Increased
421
Reduced
427
Closed
152
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$293M
2
Holocene Advisors
Holocene Advisors
New York
+$282M
3
Marshall Wace
Marshall Wace
United Kingdom
+$254M
4
Citadel Advisors
Citadel Advisors
Florida
+$247M
5
Boston Partners
Boston Partners
Massachusetts
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$401M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$134M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
501
Optas LLC
Texas
$1.01M -$14.7K -225 -1%
IAMOG
502
Investors Asset Management of Georgia
Georgia
$1.01M -$26.2K -400 -3%
SHC
503
SALT Holding Corp
Delaware
$996K +$996K +15,200 New
LIM
504
Leavell Investment Management
Alabama
$993K -$39.4K -602 -4%
CWM
505
Congress Wealth Management
Massachusetts
$985K +$372K +5,681 +61%
WAM
506
Westport Asset Management
Connecticut
$983K – – –
SWP
507
Sagespring Wealth Partners
Tennessee
$981K +$981K +14,976 New
PA
508
Parallel Advisors
California
$978K -$398K -6,072 -29%
CNBT
509
Canandaigua National Bank & Trust
New York
$971K -$6.09K -93 -0.6%
GA
510
Geller Advisors
New York
$970K -$121K -1,840 -11%
SAM
511
Sectoral Asset Management
Quebec, Canada
$960K -$438K -6,690 -31%
MCC
512
Malaga Cove Capital
California
$958K -$1.64K -25 -0.2%
VFA
513
Valeo Financial Advisors
Indiana
$956K -$70.2K -1,071 -7%
VIM
514
VELA Investment Management
Ohio
$953K – – –
HDIM
515
Hanson & Doremus Investment Management
Vermont
$949K -$8.51K -130 -0.9%
Brown Advisory
516
Brown Advisory
Maryland
$941K -$9.11K -139 -1%
SAM
517
Smartleaf Asset Management
Massachusetts
$939K +$344K +5,248 +58%
TYCC
518
Texas Yale Capital Corp
Florida
$923K +$40.1K +612 +5%
WFI
519
West Family Investments
California
$922K -$55.8K -852 -6%
IB
520
Intrust Bank
Kansas
$921K +$22.8K +348 +3%
IC
521
Iconiq Capital
California
$920K +$531K +8,104 +136%
DC
522
Davenport & Co
Virginia
$918K -$33.9K -518 -4%
FB
523
Fulton Bank
Pennsylvania
$913K +$302K +4,608 +49%
MPPW
524
Mitchell & Pahl Private Wealth
Oklahoma
$909K +$50.5K +771 +6%
MWM
525
Meridian Wealth Management
Kentucky
$885K +$40.4K +617 +5%
19 20
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