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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 %
SWP
526
Stratos Wealth Partners
Ohio
$883K -$54.7K -835 -6%
HNB
527
Huntington National Bank
Ohio
$883K -$27.8K -424 -3%
CFG
528
Cooper Financial Group
California
$882K -$76.5K -1,167 -8%
MSWM
529
Mowery & Schoenfeld Wealth Management
Illinois
$882K -$4.98K -76 -0.6%
ADBIC
530
A.D. Beadell Investment Counsel
Wisconsin
$876K +$876K +13,385 New
AF
531
Allworth Financial
California
$871K +$99.6K +1,461 +13%
IWM
532
IHT Wealth Management
Illinois
$868K -$200K -3,055 -19%
DBG
533
De Burlo Group
Massachusetts
$854K -$41.7K -636 -5%
CA
534
Cullinan Associates
Kentucky
$853K – – –
ONB
535
Old National Bancorp
Indiana
$852K +$43.2K +660 +5%
FAIM
536
Financial Advocates Investment Management
Washington
$851K -$129K -1,973 -13%
FIM
537
Freedom Investment Management
Connecticut
$850K +$63.6K +970 +8%
RCA
538
Riverview Capital Advisers
Massachusetts
$849K – – –
SMH
539
Sanders Morris Harris
Texas
$848K +$36.5K +557 +5%
CWM
540
CIBC World Markets
New York
$845K +$9.3K +142 +1%
HKAM
541
Horizon Kinetics Asset Management
New York
$844K +$34.2K +522 +4%
FRA
542
Frank Rimerman Advisors
California
$835K +$196K +2,992 +31%
TIAA Trust, National Association
543
TIAA Trust, National Association
North Carolina
$834K -$3.19M -48,728 -79%
AG
544
Advocate Group
Minnesota
$831K -$393 -6 -0%
MAM
545
Marotta Asset Management
Virginia
$829K -$27.1K -412 -3%
HWM
546
Hohimer Wealth Management
Washington
$828K – – –
CWS
547
Confluence Wealth Services
Pennsylvania
$821K -$2.06K -30 -0.3%
DAS
548
Diversify Advisory Services
Utah
$810K -$247K -3,681 -23%
EFMC
549
Empire Financial Management Company
New York
$807K +$21.2K +323 +3%
KWM
550
Kingsview Wealth Management
Oregon
$805K -$44.2K -675 -5%
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