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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
JSW
651
Journey Strategic Wealth
New Jersey
$613K +$159K +982 +33%
SS
652
Sunbelt Securities
Texas
$603K +$2.91K +18 +0.5%
KFI
653
Key Financial Inc
Pennsylvania
$601K +$484 +3 +0.1%
AFA
654
AA Financial Advisors
Ohio
$601K +$60.7K +376 +11%
STA
655
Summit Trail Advisors
New York
$598K -$74.4K -461 -11%
AGP
656
Autumn Glory Partners
Texas
$594K +$594K +3,680 New
FAFN
657
First Affirmative Financial Network
Colorado
$593K +$171K +1,062 +39%
BDS
658
Banco de Sabadell
Florida
$593K +$45.2K +280 +8%
IPAM
659
ICICI Prudential Asset Management
India
$592K +$97.3K +603 +19%
CC
660
Centiva Capital
New York
$588K +$610K +3,776 New
AAS
661
Ameritas Advisory Services
Nebraska
$587K -$487K -3,017 -44%
FC
662
FCA Corp
Texas
$584K – – –
MMG
663
Monetary Management Group
Missouri
$584K +$161K +1,000 +36%
WS
664
Wedbush Securities
California
$584K -$1.26M -7,783 -67%
MW
665
Marcum Wealth
Ohio
$581K -$114K -709 -16%
EA
666
Everpar Advisors
Oklahoma
$581K -$11K -68 -2%
GD
667
Grandfield & Dodd
New York
$579K -$118K -728 -16%
Parnassus Investments
668
Parnassus Investments
California
$577K -$210K -1,303 -26%
NIG
669
NFJ Investment Group
Texas
$576K -$30.5K -189 -5%
MMA
670
Miracle Mile Advisors
California
$571K -$80.5K -499 -12%
TCOT
671
Trust Company of Toledo
Ohio
$570K +$30.2K +187 +5%
LCM
672
LVM Capital Management
Michigan
$569K – – –
PWP
673
Phillips Wealth Planners
Mississippi
$564K -$267K -1,657 -32%
MC
674
Moors & Cabot
Massachusetts
$560K +$9.85K +61 +2%
FT
675
Fiduciary Trust
Massachusetts
$560K +$9.04K +56 +2%
25 26
27
28 29

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.