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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
NCFG
601
New Century Financial Group
New Jersey
$732K +$387K +2,400 +104%
HH
602
Hilltop Holdings
Texas
$730K +$756K +4,684 New
CWM
603
Congress Wealth Management
Massachusetts
$729K +$755K +4,679 New
ACM
604
Advisors Capital Management
New Jersey
$728K +$58.1K +360 +8%
PP
605
PDS Planning
Ohio
$727K -$165K -1,024 -18%
FB
606
Fulton Bank
Pennsylvania
$727K +$17.1K +106 +2%
CC
607
Courier Capital
New York
$726K -$32.3K -200 -4%
PWG
608
Portside Wealth Group
Utah
$723K +$205K +1,272 +38%
LCWP
609
Legacy Capital Wealth Partners
Arkansas
$720K +$17.1K +106 +2%
HFO
610
Heritage Family Offices
Arizona
$711K +$2.42K +15 +0.3%
NP
611
Nilsine Partners
Colorado
$710K -$11.3K -70 -2%
BOH
612
Bank of Hawaii
Hawaii
$708K -$108K -668 -13%
OC
613
Oakworth Capital
Alabama
$707K -$25.8K -160 -3%
ES
614
Eagle Strategies
New York
$707K -$91.8K -569 -11%
SAM
615
Smartleaf Asset Management
Massachusetts
$704K +$182K +1,126 +33%
NG
616
Norden Group
Utah
$701K +$328K +2,032 +82%
Allianz Asset Management
617
Allianz Asset Management
Germany
$700K +$221K +1,366 +44%
DBRC
618
D.B. Root & Company
Pennsylvania
$695K +$27.9K +173 +4%
HWMO
619
Heritage Wealth Management (Ohio)
Ohio
$693K
FOA
620
Five Oceans Advisors
California
$692K +$58K +359 +9%
FDP
621
Financiere des Professionnels
Quebec, Canada
$688K +$713K +4,418 New
SEIA
622
Signature Estate & Investment Advisors
California
$688K +$3.23K +20 +0.5%
HCM
623
Howland Capital Management
Massachusetts
$687K -$62.6K -388 -8%
HI
624
Harbour Investments
Wisconsin
$686K +$12.9K +80 +2%
PCMU
625
Paragon Capital Management (Utah)
Utah
$678K +$702K +4,348 New