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AstraZeneca

1,141 hedge funds and large institutions have $33.8B invested in AstraZeneca in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 482 increasing their positions, 340 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 340

28% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 94

2% more call options, than puts

Call options by funds: $480M | Put options by funds: $470M

1% more funds holding

Funds holding: 1,1301,141 (+11)

0.23% less ownership

Funds ownership: 16.28%16.06% (-0.23%)

1% less capital invested

Capital invested by funds: $34B → $33.8B (-$235M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,141
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
16.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
120
Increased
482
Reduced
340
Closed
94
Calls
$480M
Puts
$470M
Net Calls
+$10M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AGC
726
Aspen Grove Capital
Colorado
$362K +$3.44K +26 +1%
CAM
727
Covenant Asset Management
New Jersey
$359K +$26K +196 +8%
GC
728
Grimes & Company
Massachusetts
$354K -$30.1K -227 -8%
PIMG
729
Patriot Investment Management Group
Tennessee
$352K -$28.1K -212 -8%
MCWS
730
McKinley Carter Wealth Services
West Virginia
$351K -$927 -7 -0.3%
SWP
731
Significant Wealth Partners
Illinois
$351K +$63.6K +480 +23%
TW
732
Traveka Wealth
California
$350K +$19.3K +146 +6%
NCFG
733
New Century Financial Group
New Jersey
$349K -$64K -483 -16%
CCMG
734
Clark Capital Management Group
Pennsylvania
$349K -$28.3K -214 -8%
CC
735
Callan Capital
California
$344K -$116K -875 -26%
NFG
736
Nations Financial Group
Iowa
$342K
NFC
737
Northeast Financial Consultants
Connecticut
$342K +$1.46K +11 +0.4%
NCM
738
Noesis Capital Mangement
Florida
$339K
CJFS
739
Coulter & Justus Financial Services
Tennessee
$339K +$332K +2,505 New
SAM
740
Smartleaf Asset Management
Massachusetts
$339K +$57.9K +437 +21%
QFA
741
Quattro Financial Advisors
Texas
$339K +$327K +2,466 +7,253%
CAAS
742
Capital Asset Advisory Services
Michigan
$335K -$25K -189 -7%
WANY
743
Wealthspire Advisors (New York)
New York
$334K +$927 +7 +0.3%
PAA
744
Peregrine Asset Advisers
Oregon
$334K
GAG
745
GM Advisory Group
New York
$333K -$6.36K -48 -2%
GIA
746
Gateway Investment Advisers
Ohio
$331K -$1.01M -7,664 -76%
EFM
747
E Fund Management
China
$330K -$9.27K -70 -3%
FFN
748
Focus Financial Network
Minnesota
$330K +$320K +2,413 New
IFG
749
Independent Financial Group
California
$329K +$11.7K +88 +4%
TI
750
Tidal Investments
Wisconsin
$327K +$320K +2,417 New

AZN Hedge Fund Activity: Q1 2024 in Review

1,141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2024, worth a combined $33.8B — down 0.69% from $34B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AZN positions and 94 closed out — a net gain of 26 holders — while 482 added to existing stakes and 340 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $596M. The largest seller was GQG Partners, cutting an estimated $903M.

  • 1,141 institutional investors held AstraZeneca (AZN) as of Q1 2024, up from 1,130 in Q4 2023.
  • Funds reported $33.8B of AstraZeneca stock for Q1 2024, down 0.69% quarter-over-quarter.
  • 120 funds opened new AstraZeneca positions in Q1 2024 and 94 closed out, a net change of +26 holders.
  • The largest AstraZeneca buyer in Q1 2024 was T. Rowe Price Associates, an estimated $596M added.
  • The largest AstraZeneca seller in Q1 2024 was GQG Partners, an estimated $903M sold.

Based on aggregated 13F filings for Q1 2024.