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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
ESB
751
Essex Savings Bank
Connecticut
$425K +$410K +2,724 New
SPC
752
Sigma Planning Corp
Michigan
$425K -$157K -1,045 -28%
CCMG
753
Clark Capital Management Group
Pennsylvania
$425K +$22.3K +148 +6%
IFWM
754
Institute for Wealth Management
Colorado
$424K
DT
755
Diversified Trust
Tennessee
$416K +$74.2K +493 +23%
CIA
756
Choate Investment Advisors
Massachusetts
$410K -$7.52K -50 -2%
SRL
757
Scientech Research LLC
New Jersey
$407K +$393K +2,612 New
ACA
758
Atlas Capital Advisors
Wyoming
$406K -$37.3K -248 -9%
WI
759
WrapManager Inc
California
$403K +$389K +2,583 New
GC
760
Grimes & Company
Massachusetts
$402K -$5.12K -34 -1%
GCM
761
Gallacher Capital Management
Colorado
$400K -$22.4K -149 -5%
FFWA
762
FRG Family Wealth Advisors
Washington
$400K
NFG
763
Nations Financial Group
Iowa
$398K +$3.76K +25 +1%
CAM
764
Covenant Asset Management
New Jersey
$396K -$16K -106 -4%
PI
765
PFG Investments
New York
$396K +$60.9K +405 +19%
NFC
766
Northeast Financial Consultants
Connecticut
$393K
NCM
767
Noesis Capital Mangement
Florida
$391K
QFA
768
Quattro Financial Advisors
Texas
$390K
ANBT
769
American National Bank & Trust
Texas
$389K +$12.2K +81 +3%
EFM
770
E Fund Management
China
$388K +$7.97K +53 +2%
FFN
771
Focus Financial Network
Minnesota
$387K +$2.11K +14 +0.6%
IFG
772
Independent Financial Group
California
$386K +$7.67K +51 +2%
MCWS
773
McKinley Carter Wealth Services
West Virginia
$385K -$18.7K -124 -5%
NG
774
Norden Group
Utah
$385K +$88.3K +587 +31%
PAA
775
Peregrine Asset Advisers
Oregon
$385K

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.