We are live on ! Find out more
AZN icon

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
SCP
676
Sivia Capital Partners
California
$558K +$39.2K +243 +7%
CNTOF
677
Canandaigua National Trust of Florida
New York
$557K +$577K +3,574 New
FIM
678
Fruth Investment Management
Texas
$553K – – –
GI
679
Gradient Investments
Minnesota
$551K -$5.65K -35 -1%
PP
680
Prospector Partners
Connecticut
$550K +$28.7K +178 +5%
BIAS
681
Beacon Investment Advisory Services
New Jersey
$545K -$1.61K -10 -0.3%
BHPW
682
Beverly Hills Private Wealth
California
$545K -$98.6K -611 -15%
CIA
683
Cohen Investment Advisors
New Hampshire
$543K -$125K -777 -18%
SMA
684
Sage Mountain Advisors
Georgia
$538K +$33.3K +206 +6%
SYBT
685
Stock Yards Bank & Trust
Kentucky
$537K +$5.81K +36 +1%
FCI
686
Financial Counselors Inc
Kansas
$532K +$23.2K +144 +4%
SWM
687
Spire Wealth Management
Virginia
$525K -$14.7K -91 -3%
SWA
688
Stratos Wealth Advisors
Ohio
$522K +$10.8K +67 +2%
JIC
689
Johnson Investment Counsel
Ohio
$519K -$38.9K -241 -7%
TI
690
Tidal Investments
Wisconsin
$518K +$29.2K +181 +6%
CA
691
Crumly & Associates
Illinois
$518K +$11.5K +71 +2%
KP
692
Keel Point
Alabama
$516K +$646 +4 +0.1%
BFS
693
Bradley Foster & Sargent
Connecticut
$515K – – –
Koshinski Asset Management
694
Koshinski Asset Management
Illinois
$515K -$17.8K -110 -3%
ATC
695
Argent Trust Co
Tennessee
$510K -$47.1K -292 -8%
BWM
696
BKM Wealth Management
Wisconsin
$510K -$2.69M -16,693 -84%
BBHC
697
Brown Brothers Harriman & Co
New York
$507K +$35.8K +222 +7%
MAM
698
McLean Asset Management
Virginia
$504K -$3.39K -21 -0.6%
SWP
699
Significant Wealth Partners
Illinois
$504K +$8.88K +55 +2%
WJWM
700
Williams Jones Wealth Management
New York
$503K +$40.8K +253 +9%
26 27
28
29 30

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.