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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
FFS
526
Founders Financial Securities
Maryland
$988K +$51.5K +342 +6%
HWM
527
Hohimer Wealth Management
Washington
$985K
MA
528
Mutual Advisors
Nebraska
$981K +$88.5K +588 +10%
FA
529
FDx Advisors
Illinois
$980K -$455K -3,022 -32%
AC
530
Avestar Capital
New York
$976K +$530K +3,520 +129%
UB
531
UMB Bank
Missouri
$972K +$57.3K +381 +7%
RCM
532
RB Capital Management
Nevada
$971K +$17.6K +117 +2%
FRM
533
Fox Run Management
Connecticut
$971K -$86.2K -573 -8%
SMH
534
Sanders Morris Harris
Texas
$965K
IC
535
Inscription Capital
Texas
$962K -$71K -472 -7%
FAM
536
Flaharty Asset Management
Florida
$944K
HI
537
Horizon Investments
North Carolina
$942K +$46.2K +307 +5%
Calamos Advisors
538
Calamos Advisors
Illinois
$941K -$5.72K -38 -0.6%
CWS
539
Confluence Wealth Services
Pennsylvania
$941K -$68.6K -456 -7%
VVP
540
Venture Visionary Partners
Ohio
$940K +$13.7K +91 +2%
MWA
541
Moser Wealth Advisors
Washington
$939K -$22.6K -150 -2%
TPCW
542
TD Private Client Wealth
New York
$937K -$104K -692 -10%
EFMC
543
Empire Financial Management Company
New York
$936K
VFA
544
Voya Financial Advisors
Connecticut
$927K -$12.3K -82 -1%
SRC
545
Sage Rhino Capital
California
$926K +$18.7K +124 +2%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$924K +$233K +1,547 +35%
SWM
547
Stockman Wealth Management
Montana
$915K -$75.2K -500 -8%
AWA
548
Arete Wealth Advisors
Illinois
$906K +$47.4K +315 +6%
OLVIG
549
Oliver Lagore Vanvalin Investment Group
Michigan
$901K -$123K -815 -12%
GPA
550
Guerra Pan Advisors
New Jersey
$899K +$26.9K +179 +3%

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.