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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
CGA
726
Channing Global Advisors
Florida
$457K -$55.2K -342 -10%
IA
727
IFP Advisors
Florida
$456K +$9.85K +61 +2%
ESB
728
Essex Savings Bank
Connecticut
$454K +$30.8K +191 +7%
CIA
729
Choate Investment Advisors
Massachusetts
$453K +$44.9K +278 +11%
MIA
730
MMBG Investment Advisors
Florida
$453K +$469K +2,905 New
BPWM
731
Badgley Phelps Wealth Managers
Washington
$453K +$469K +2,904 New
CC
732
Chicago Capital
Illinois
$452K -$58.4K -362 -11%
PVI
733
Pine Valley Investments
New Jersey
$452K +$161 +1 +0%
GWSG
734
GPS Wealth Strategies Group
Colorado
$451K +$5.65K +35 +1%
QWP
735
Quotient Wealth Partners
Texas
$451K +$18.2K +113 +4%
JGGDR
736
JGP Global Gestao de Recursos
Brazil
$449K +$91.7K +568 +25%
XF
737
XML Financial
Maryland
$448K – – –
WGAM
738
Wilkinson Global Asset Management
New York
$447K -$30.2K -187 -6%
CBTWT
739
Community Bank & Trust (Waco, Texas)
Texas
$446K -$13.7K -85 -3%
GWM
740
GDS Wealth Management
Texas
$445K -$36.2K -224 -7%
Wolverine Trading
741
Wolverine Trading
Illinois
$443K +$210K +1,304 +84%
KIA
742
KCM Investment Advisors
California
$442K -$13.9K -86 -3%
WAP
743
Wealthcare Advisory Partners
Pennsylvania
$441K -$16K -99 -3%
SIG
744
Spinnaker Investment Group
California
$435K – – –
NG
745
Northstar Group
New York
$434K -$14.2K -88 -3%
GCM
746
Gallacher Capital Management
Colorado
$432K +$33.1K +205 +8%
ACA
747
Atlas Capital Advisors
Wyoming
$429K +$24.2K +150 +6%
JWCA
748
J.W. Cole Advisors
Florida
$429K -$3.87K -24 -0.9%
CWM
749
Connecticut Wealth Management
Connecticut
$427K -$26.6K -165 -6%
FHA
750
First Horizon Advisors
Tennessee
$425K +$95.2K +590 +28%
28 29
30
31 32

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.