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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$117M -$2.33M -15,491 -2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$117M +$28.9M +192,154 +36%
Citigroup
53
Citigroup
New York
$112M +$42.9M +285,255 +66%
EAM
54
Eagle Asset Management
Florida
$111M -$804K -5,346 -0.7%
Capital Research Global Investors
55
Capital Research Global Investors
California
$109M +$328K +2,183 +0.3%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$107M -$3.1M -20,582 -3%
AM
57
AGF Management
Ontario, Canada
$102M +$38.1M +253,233 +64%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$101M +$85.2M +566,181 +750%
Stifel Financial
59
Stifel Financial
Missouri
$98.7M +$10.4M +69,353 +12%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$80.1M -$1.29M -8,602 -2%
NC
61
Nicholas Company
Wisconsin
$77.6M
EAM
62
Erste Asset Management
Austria
$74.2M -$2.26M -15,000 -3%
Legal & General Group
63
Legal & General Group
United Kingdom
$72.1M -$1.3M -8,672 -2%
GAM
64
Groupama Asset Management
France
$68.7M +$4.3M +28,590 +15%
SEI Investments
65
SEI Investments
Pennsylvania
$68.6M +$5.91M +39,294 +10%
First Trust Advisors
66
First Trust Advisors
Illinois
$67.9M -$27.1M -180,417 -29%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$66.8M +$5.94M +39,461 +10%
SI
68
Sofinnova Investments
California
$62.5M +$15.4M +102,352 +34%
Pictet Asset Management
69
Pictet Asset Management
Switzerland
$57.2M -$58M -385,327 -51%
HighTower Advisors
70
HighTower Advisors
Illinois
$57.2M +$2.53M +16,817 +5%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$56.2M +$26.3M +174,598 +94%
TAM
72
Trillium Asset Management
Massachusetts
$55.6M -$2.03M -13,476 -4%
HPG
73
Harvest Portfolios Group
Ontario, Canada
$55.1M -$5.61M -37,296 -10%
CAM
74
Cidel Asset Management
Ontario, Canada
$51.5M +$700K +4,653 +1%
ZIC
75
ZWJ Investment Counsel
Georgia
$51M +$644K +4,278 +1%

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.