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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
Allianz Asset Management
701
Allianz Asset Management
Germany
$488K +$222K +1,472 +89%
EWA
702
EverSource Wealth Advisors
Alabama
$484K +$60.2K +400 +15%
SQA
703
Simon Quick Advisors
New Jersey
$481K +$117K +780 +34%
GWM
704
GDS Wealth Management
Texas
$480K -$8.13K -54 -2%
NERM
705
New England Research & Management
Illinois
$480K -$15K -100 -3%
CH
706
Cromwell Holdings
Wyoming
$477K +$460K +3,060 New
WGAM
707
Wilkinson Global Asset Management
New York
$477K
EH
708
Equitable Holdings
New York
$474K +$99.5K +661 +28%
HTC
709
Haverford Trust Company
Pennsylvania
$474K +$2.26K +15 +0.5%
BBHC
710
Brown Brothers Harriman & Co
New York
$473K +$16.3K +108 +4%
FA
711
Faithward Advisors
Pennsylvania
$473K -$29K -193 -6%
TW
712
Traveka Wealth
California
$469K +$63.5K +422 +16%
MG
713
Marex Group
$468K +$451K +3,000 New
AGC
714
Aspen Grove Capital
Colorado
$467K +$48.8K +324 +12%
CAG
715
Crestwood Advisors Group
Massachusetts
$465K +$36K +239 +9%
FWA
716
FSM Wealth Advisors
Ohio
$464K -$12K -80 -3%
WJWM
717
Williams Jones Wealth Management
New York
$464K +$9.63K +64 +2%
JSW
718
Journey Strategic Wealth
New Jersey
$461K +$200K +1,328 +82%
CYG
719
Clean Yield Group
Vermont
$460K
HNB
720
Hilltop National Bank
Wyoming
$460K +$3.61K +24 +0.8%
CBTWT
721
Community Bank & Trust (Waco, Texas)
Texas
$459K +$12.2K +81 +3%
AC
722
AXQ Capital
New Jersey
$459K +$443K +2,942 New
WMA
723
West Michigan Advisors
Michigan
$458K -$6.17K -41 -1%
WAP
724
Wealthcare Advisory Partners
Pennsylvania
$457K -$20.9K -139 -5%
DWP
725
Daymark Wealth Partners
Ohio
$456K +$28K +186 +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.