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AstraZeneca

1,229 hedge funds and large institutions have $39.1B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 496 increasing their positions, 396 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $485M | Put options by funds: $334M

31% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 89

25% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 396

1% more funds holding

Funds holding: 1,2111,229 (+18)

0% more capital invested

Capital invested by funds: $39B → $39.1B (+$45.6M)

0.03% more ownership

Funds ownership: 16.11%16.15% (+0.03%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,229
Holders Change
+18
Holders Change %
+1.49%
% of All Funds
17.65%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.24%
New
117
Increased
496
Reduced
396
Closed
89
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
551
Confluence Wealth Services
Pennsylvania
$934K -$5.97K -37 -0.6%
VVP
552
Venture Visionary Partners
Ohio
$930K -$9.36K -58 -1%
UB
553
UMB Bank
Missouri
$926K -$46K -285 -5%
SWM
554
Stockman Wealth Management
Montana
$911K -$3.07K -19 -0.3%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$909K -$13.9K -86 -1%
GPA
556
Guerra Pan Advisors
New Jersey
$907K +$9.36K +58 +1%
HC
557
Henshaw Capital
Massachusetts
$894K +$475K +2,945 +105%
GBT
558
Grove Bank & Trust
Florida
$888K +$30.5K +189 +3%
FFM
559
Forum Financial Management
Illinois
$886K +$161 +1 +0%
AF
560
Allworth Financial
California
$881K +$51.5K +319 +6%
MA
561
Mutual Advisors
Nebraska
$879K -$76K -471 -8%
FCA
562
FinTrust Capital Advisors
South Carolina
$873K +$40.7K +252 +5%
SN
563
Sittner & Nelson
Oregon
$855K
CC
564
Callan Capital
California
$851K +$46K +285 +6%
WCA
565
Westover Capital Advisors
Delaware
$844K -$28.4K -176 -3%
SEC
566
Seven Eight Capital
New York
$838K +$868K +5,376 New
EFS
567
Essex Financial Services
Connecticut
$837K -$1.61K -10 -0.2%
MM
568
MQS Management
New York
$832K +$648K +4,017 +303%
LSAG
569
Lake Street Advisors Group
New Hampshire
$832K -$25.3K -157 -3%
HW
570
Hancock Whitney
Mississippi
$830K -$12.3K -76 -1%
VFA
571
Voya Financial Advisors
Connecticut
$830K -$94.6K -586 -10%
HFM
572
Hartford Funds Management
Pennsylvania
$829K +$20.2K +125 +2%
SCM
573
Sterling Capital Management
North Carolina
$828K +$858K +5,315 New
SACTSONJ
574
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$827K
MFIM
575
Mesirow Financial Investment Management
Illinois
$827K +$52.6K +326 +7%