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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
SM
601
STF Management
Texas
$722K -$33.3K -221 -5%
NP
602
Nilsine Partners
Colorado
$721K +$129K +857 +23%
PSP
603
Principal Street Partners
Tennessee
$713K
FB
604
Fulton Bank
Pennsylvania
$711K +$52.5K +349 +8%
HFO
605
Heritage Family Offices
Arizona
$710K +$685K +4,551 New
HWMA
606
Heritage Wealth Management (Arizona)
Arizona
$710K +$685K +4,551 New
CIA
607
Concurrent Investment Advisors
Florida
$709K +$421K +2,795 +160%
ZB
608
Zions Bancorporation
Utah
$707K +$549K +3,650 +415%
LCWP
609
Legacy Capital Wealth Partners
Arkansas
$704K +$679K +4,514 New
LOIM
610
Liberty One Investment Management
Illinois
$703K +$678K +4,505 New
BSW
611
Buckingham Strategic Wealth
Missouri
$701K +$72.4K +481 +12%
GD
612
Grandfield & Dodd
New York
$693K -$24.8K -165 -4%
MW
613
Marcum Wealth
Ohio
$692K -$36.7K -244 -5%
HSA
614
HBK Sorce Advisory
Pennsylvania
$688K +$24.8K +165 +4%
HWMO
615
Heritage Wealth Management (Ohio)
Ohio
$688K +$670K +4,450 New
SEIA
616
Signature Estate & Investment Advisors
California
$686K +$662K +4,398 New
CAM
617
Columbia Asset Management
Michigan
$678K -$30.1K -200 -4%
WA
618
Waverly Advisors
Alabama
$676K +$53.4K +355 +9%
HI
619
Harbour Investments
Wisconsin
$674K +$79.8K +530 +14%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$673K +$46.9K +312 +8%
ACM
621
Advisors Capital Management
New Jersey
$672K -$2.26K -15 -0.3%
STA
622
Summit Trail Advisors
New York
$670K +$163K +1,080 +34%
CTC
623
Central Trust Company
Missouri
$670K -$18.8K -125 -3%
LC
624
Lindbrook Capital
California
$669K +$43.3K +288 +7%
DBRC
625
D.B. Root & Company
Pennsylvania
$669K -$19.4K -129 -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.