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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
PCM
751
Pointe Capital Management
Michigan
$425K – – –
GI
752
GAMMA Investing
California
$423K +$71.7K +444 +20%
EFM
753
E Fund Management
China
$423K +$36.6K +227 +9%
BWM
754
Baron Wealth Management
Michigan
$422K -$3.55K -22 -0.8%
ACS
755
Archford Capital Strategies
Illinois
$422K -$101K -626 -19%
FFA
756
Farther Finance Advisors
California
$421K -$16.8K -104 -4%
WDG
757
Wealth Dimensions Group
Ohio
$420K -$14.5K -90 -3%
IFWM
758
Institute for Wealth Management
Colorado
$420K -$4.2K -26 -1%
NFG
759
Nations Financial Group
Iowa
$418K +$21.5K +133 +5%
FTWA
760
Fifth Third Wealth Advisors
Ohio
$415K +$430K +2,665 New
DT
761
Diversified Trust
Tennessee
$415K -$646 -4 -0.2%
CCMG
762
Clark Capital Management Group
Pennsylvania
$414K -$10.8K -67 -2%
FFN
763
Focus Financial Network
Minnesota
$413K +$35.7K +221 +9%
AO
764
Advisor OS
Illinois
$410K -$28.9K -179 -6%
NB
765
Norinchukin Bank
Japan
$404K +$47.3K +293 +13%
AWM
766
Aprio Wealth Management
Georgia
$402K +$69.4K +430 +20%
LSA
767
Lion Street Advisors
Texas
$398K +$133K +825 +48%
GC
768
Grimes & Company
Massachusetts
$397K -$5K -31 -1%
CAM
769
Covenant Asset Management
New Jersey
$394K -$2.1K -13 -0.5%
NFC
770
Northeast Financial Consultants
Connecticut
$394K +$646 +4 +0.2%
FFWA
771
FRG Family Wealth Advisors
Washington
$393K – – –
PI
772
PFG Investments
New York
$393K -$3.07K -19 -0.7%
NCM
773
Noesis Capital Mangement
Florida
$390K – – –
LIP
774
Lighthouse Investment Partners
Florida
$390K -$4.73M -29,331 -92%
CP
775
Canopy Partners
Ohio
$388K -$62.6K -388 -13%
29 30
31
32 33

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.