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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
Acadian Asset Management
551
Acadian Asset Management
Massachusetts
$897K -$60.8K -404 -7%
WC
552
Wexford Capital
Florida
$894K -$4.84M -32,163 -85%
EFS
553
Essex Financial Services
Connecticut
$888K +$309K +2,055 +61%
PP
554
PDS Planning
Ohio
$888K +$53.7K +357 +7%
FFM
555
Forum Financial Management
Illinois
$887K
Kovitz Investment Group Partners
556
Kovitz Investment Group Partners
Illinois
$877K +$194K +1,286 +30%
AIA
557
Alera Investment Advisors
Illinois
$876K -$230K -1,527 -21%
WCA
558
Westover Capital Advisors
Delaware
$872K +$197K +1,310 +31%
WTC
559
WhitTier Trust Company
Nevada
$861K +$97.4K +647 +13%
GBT
560
Grove Bank & Trust
Florida
$860K
PCP
561
Proficio Capital Partners
Massachusetts
$859K -$7.52K -50 -0.9%
PE
562
Point72 Europe
United Kingdom
$857K +$827K +5,498 New
LSAG
563
Lake Street Advisors Group
New Hampshire
$857K -$14.1K -94 -2%
SIA
564
SkyView Investment Advisors
New Jersey
$857K +$5.42K +36 +0.7%
SN
565
Sittner & Nelson
Oregon
$856K
TWC
566
TD Waterhouse Canada
Ontario, Canada
$849K +$23.8K +158 +3%
WA
567
WESPAC Advisors
California
$846K -$339K -2,252 -29%
HW
568
Hancock Whitney
Mississippi
$842K +$117K +777 +17%
AF
569
Allworth Financial
California
$840K +$31K +206 +4%
FCA
570
FinTrust Capital Advisors
South Carolina
$834K +$156K +1,036 +24%
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$828K
MSAM
572
Moloney Securities Asset Management
Missouri
$824K +$99.8K +663 +14%
BAM
573
Berkshire Asset Management
Pennsylvania
$824K
SFI
574
Siemens Fonds Invest
Germany
$823K
CA
575
Clearstead Advisors
Ohio
$819K +$690K +4,584 +689%

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.