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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
PWG
676
Portside Wealth Group
Utah
$525K +$81.3K +540 +19%
Koshinski Asset Management
677
Koshinski Asset Management
Illinois
$524K +$165K +1,095 +47%
BWM
678
BKM Wealth Management
Wisconsin
$524K +$2.54M +16,862 +543%
PP
679
Prospector Partners
Connecticut
$523K
SCP
680
Sivia Capital Partners
California
$521K +$77.8K +517 +18%
ACS
681
Archford Capital Strategies
Illinois
$519K
PHK
682
Point72 Hong Kong
Hong Kong
$518K +$499K +3,319 New
BFS
683
Bradley Foster & Sargent
Connecticut
$516K -$30.2K -201 -6%
CAAS
684
Capital Asset Advisory Services
Michigan
$514K +$131K +871 +35%
SWA
685
Stratos Wealth Advisors
Ohio
$512K +$24.2K +161 +5%
Jones Financial Companies
686
Jones Financial Companies
Missouri
$511K +$349K +2,316 +242%
CGA
687
Channing Global Advisors
Florida
$511K -$301 -2 -0.1%
FCI
688
Financial Counselors Inc
Kansas
$511K -$72.7K -483 -13%
MAM
689
McLean Asset Management
Virginia
$509K +$23.9K +159 +5%
CC
690
Chicago Capital
Illinois
$509K -$16K -106 -3%
CA
691
Crumly & Associates
Illinois
$507K +$4.82K +32 +1%
SMA
692
Sage Mountain Advisors
Georgia
$506K +$35.5K +236 +8%
First Manhattan
693
First Manhattan
New York
$501K +$150 +1 +0%
PP
694
Prudential plc
United Kingdom
$500K +$121K +805 +34%
IPAM
695
ICICI Prudential Asset Management
India
$499K +$45K +299 +10%
GDP
696
Great Diamond Partners
Maine
$496K -$34.6K -230 -7%
SWP
697
Significant Wealth Partners
Illinois
$496K +$89.1K +592 +23%
CM
698
Caption Management
Oklahoma
$491K +$474K +3,150 New
TI
699
Tidal Investments
Wisconsin
$490K +$109K +727 +30%
FWTB
700
First Western Trust Bank
Colorado
$489K +$3.16K +21 +0.7%

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.