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AstraZeneca

1,218 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 423 increasing their positions, 427 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $491M | Put options by funds: $354M

8% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 154

0.43% more ownership

Funds ownership: 16.15%16.58% (+0.43%)

1% less funds holding

Funds holding: 1,2291,218 (-11)

1% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 427

13% less capital invested

Capital invested by funds: $39.1B → $34.2B (-$4.9B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
16.04%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
167
Increased
423
Reduced
427
Closed
154
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$81.9M -$6.96M -49,736 -7%
PF
52
Phoenix Financial
Israel
$80.9M +$81.4M +581,328 +1,625%
State Street
53
State Street
Massachusetts
$78.6M -$43.2M -308,921 -34%
Parnassus Investments
54
Parnassus Investments
California
$77.2M +$82M +585,806 +15,820%
NC
55
Nicholas Company
Wisconsin
$76.1M +$12M +85,600 +17%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$73.2M +$54.9M +392,376 +236%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$70.3M +$75.2M +536,815 New
Barclays
58
Barclays
United Kingdom
$69.8M +$42.2M +301,326 +130%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$67.2M -$143M -1,022,521 -67%
First Trust Advisors
60
First Trust Advisors
Illinois
$64.1M +$5.78M +41,298 +9%
EAM
61
Erste Asset Management
Austria
$63.2M +$2.1M +15,000 +3%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$60.6M -$2.48M -17,722 -4%
Lazard Asset Management
63
Lazard Asset Management
New York
$60.2M -$17M -121,102 -21%
EQF
64
Evergreen Quality Fund
Cayman Islands
$59.9M +$64M +456,844 New
BAMF
65
BI Asset Management Fondsmaeglerselskab
Denmark
$58.8M +$62.8M +448,875 New
Russell Investments Group
66
Russell Investments Group
United Kingdom
$58.4M +$2.45M +17,519 +4%
Assenagon Asset Management
67
Assenagon Asset Management
Luxembourg
$55.7M -$1.58M -11,253 -3%
CCM
68
Causeway Capital Management
California
$54.5M +$23.9M +170,715 +70%
Citigroup
69
Citigroup
New York
$53.9M -$50.5M -360,619 -47%
HPG
70
Harvest Portfolios Group
Ontario, Canada
$53.3M +$6.01M +42,945 +12%
Legal & General Group
71
Legal & General Group
United Kingdom
$53M -$6.99M -49,894 -11%
Capital Research Global Investors
72
Capital Research Global Investors
California
$50.3M -$21.9M -156,245 -29%
SEI Investments
73
SEI Investments
Pennsylvania
$50M -$10.1M -72,094 -16%
ZIC
74
ZWJ Investment Counsel
Georgia
$47.9M +$5.22M +37,264 +11%
LPL Financial
75
LPL Financial
California
$47M +$9.27M +66,199 +23%

AZN Hedge Fund Activity: Q4 2024 in Review

1,218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2024, worth a combined $34.2B — down 13% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AZN positions and 154 closed out — a net gain of 13 holders — while 423 added to existing stakes and 427 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Capital World Investors, cutting an estimated $428M.

  • 1,218 institutional investors held AstraZeneca (AZN) as of Q4 2024, down from 1,229 in Q3 2024.
  • Funds reported $34.2B of AstraZeneca stock for Q4 2024, down 13% quarter-over-quarter.
  • 167 funds opened new AstraZeneca positions in Q4 2024 and 154 closed out, a net change of +13 holders.
  • The largest AstraZeneca buyer in Q4 2024 was Morgan Stanley, an estimated $313M added.
  • The largest AstraZeneca seller in Q4 2024 was Capital World Investors, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2024.