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AstraZeneca
AZN

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: 1,211 → 1,229 (+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: 19 → 17 (-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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$808M
2
GQG Partners
GQG Partners
Florida
+$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$130M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$126M
5
Franklin Resources
Franklin Resources
California
+$123M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Holocene Advisors
Holocene Advisors
New York
-$197M
3
FCM
Farallon Capital Management
California
-$188M
4
Jennison Associates
Jennison Associates
New York
-$166M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$826K -$113K -700 -12%
BAM
577
Berkshire Asset Management
Pennsylvania
$824K – – –
Twin Tree Management
578
Twin Tree Management
Texas
$821K -$3.89M -24,090 -82%
AIA
579
Alera Investment Advisors
Illinois
$819K -$57.6K -357 -6%
GWM
580
Gibbs Wealth Management
Georgia
$809K +$838K +5,189 New
WPC
581
Wedmont Private Capital
Pennsylvania
$808K +$72K +446 +9%
MSAM
582
Moloney Securities Asset Management
Missouri
$802K -$21.8K -135 -3%
CGL
583
Clarius Group LLC
Washington
$795K -$239K -1,481 -22%
PCP
584
Proficio Capital Partners
Massachusetts
$795K -$65.1K -403 -7%
WA
585
WESPAC Advisors
California
$794K -$52.6K -326 -6%
CA
586
Clearstead Advisors
Ohio
$794K -$25K -155 -3%
RCAG
587
Rehmann Capital Advisory Group
Michigan
$788K +$14.2K +88 +2%
SGA
588
Strategic Global Advisors
California
$786K +$415K +2,569 +104%
JCM
589
Jacobi Capital Management
Pennsylvania
$782K +$5.81K +36 +0.7%
BA
590
Bridgewater Advisors
New York
$777K +$1.61K +10 +0.2%
DCM
591
Driehaus Capital Management
Illinois
$775K -$259K -1,607 -24%
SF
592
Summit Financial
New Jersey
$767K +$341K +2,112 +75%
LFA
593
Legacy Financial Advisors
Kentucky
$765K +$39.5K +245 +5%
IAS
594
Insigneo Advisory Services
Florida
$764K +$127K +789 +19%
FRA
595
Frank Rimerman Advisors
California
$760K -$3.07K -19 -0.4%
1IA
596
1620 Investment Advisors
Massachusetts
$752K -$2.74K -17 -0.4%
AWM
597
Aries Wealth Management
Maine
$746K -$72K -446 -9%
IWA
598
Icon Wealth Advisors
Texas
$744K -$646 -4 -0.1%
WTC
599
WhitTier Trust Company
Nevada
$744K -$120K -746 -14%
SFFS
600
Stonehage Fleming Financial Services
Jersey
$735K – – –
22 23
24
25 26

AZN Hedge Fund Activity: Q3 2024 in Review

1,229 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2024, worth a combined $39.1B — up 0.12% from $39B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AZN positions and 89 closed out — a net gain of 28 holders — while 496 added to existing stakes and 396 trimmed.

The largest buyer was Bank of America, adding an estimated $808M. The largest seller was Wellington Management Group, cutting an estimated $268M.

  • 1,229 institutional investors held AstraZeneca (AZN) as of Q3 2024, up from 1,211 in Q2 2024.
  • Funds reported $39.1B of AstraZeneca stock for Q3 2024, up 0.12% quarter-over-quarter.
  • 117 funds opened new AstraZeneca positions in Q3 2024 and 89 closed out, a net change of +28 holders.
  • The largest AstraZeneca buyer in Q3 2024 was Bank of America, an estimated $808M added.
  • The largest AstraZeneca seller in Q3 2024 was Wellington Management Group, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2024.