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AstraZeneca
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Overview Fund Activity

1,207 hedge funds and large institutions have $34.1B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 421 increasing their positions, 427 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-13
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
163
Increased
421
Reduced
427
Closed
152
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$293M
2
Holocene Advisors
Holocene Advisors
New York
+$282M
3
Marshall Wace
Marshall Wace
United Kingdom
+$254M
4
Citadel Advisors
Citadel Advisors
Florida
+$247M
5
Boston Partners
Boston Partners
Massachusetts
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$401M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$134M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
601
Virtu Financial
New York
$663K -$3.39M -51,770 -84%
CC
602
Callan Capital
California
$659K -$56.5K -863 -8%
JCM
603
Jacobi Capital Management
Pennsylvania
$659K +$1.77K +27 +0.3%
CCMG
604
Clark Capital Management Group
Pennsylvania
$658K +$310K +4,738 +89%
FOA
605
Five Oceans Advisors
California
$651K +$69.5K +1,060 +12%
HI
606
Harbour Investments
Wisconsin
$650K +$73.4K +1,121 +13%
CIA
607
Choate Investment Advisors
Massachusetts
$647K +$266K +4,053 +70%
1IA
608
1620 Investment Advisors
Massachusetts
$634K +$1.84K +28 +0.3%
CA
609
Clearstead Advisors
Ohio
$633K -$34.4K -525 -5%
SF
610
Summit Financial
New Jersey
$632K -$13K -198 -2%
PWG
611
Portside Wealth Group
Utah
$628K +$20.4K +312 +3%
AWM
612
Aries Wealth Management
Maine
$628K – – –
NG
613
Norden Group
Utah
$625K +$36.1K +551 +6%
LCWP
614
Legacy Capital Wealth Partners
Arkansas
$624K +$18.7K +286 +3%
BF
615
Brucke Financial
Indiana
$623K +$623K +8,804 New
IWA
616
Icon Wealth Advisors
Texas
$622K -$3.47K -53 -0.6%
JIC
617
Johnson Investment Counsel
Ohio
$622K +$186K +2,832 +43%
AAS
618
Ameritas Advisory Services
Nebraska
$622K +$128K +1,949 +26%
LSAG
619
Lake Street Advisors Group
New Hampshire
$621K -$78K -1,191 -11%
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$620K +$76.3K +1,165 +14%
AWM
621
AE Wealth Management
Kansas
$616K +$68.4K +1,044 +13%
FAFN
622
First Affirmative Financial Network
Colorado
$609K +$110K +1,677 +22%
CC
623
Courier Capital
New York
$609K -$1.64K -25 -0.3%
SGA
624
Strategic Global Advisors
California
$606K -$55.6K -848 -8%
PP
625
PDS Planning
Ohio
$601K -$10.5K -161 -2%
23 24
25
26 27