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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
GAG
776
GM Advisory Group
New York
$387K +$9.85K +61 +3%
RSWM
777
Robertson Stephens Wealth Management
California
$385K +$399K +2,470 New
MCWS
778
McKinley Carter Wealth Services
West Virginia
$385K – – –
PAA
779
Peregrine Asset Advisers
Oregon
$384K – – –
CAG
780
Crestwood Advisors Group
Massachusetts
$383K -$84.3K -522 -18%
OWA
781
Opal Wealth Advisors
New York
$383K +$195K +1,207 +96%
GIA
782
Gateway Investment Advisers
Ohio
$380K – – –
GDP
783
Great Diamond Partners
Maine
$380K -$120K -745 -23%
WANY
784
Wealthspire Advisors (New York)
New York
$375K +$33.1K +205 +9%
IFG
785
Independent Financial Group
California
$372K -$14.2K -88 -4%
JIC
786
Joel Isaacson & Co
New York
$370K – – –
MFG
787
Merit Financial Group
Georgia
$368K -$219K -1,354 -36%
HCP
788
Hexagon Capital Partners
Arkansas
$368K +$2.58K +16 +0.7%
AMG
789
Advisors Management Group
Wisconsin
$366K – – –
NWAG
790
Net Worth Advisory Group
Utah
$366K +$379K +2,348 New
WI
791
WrapManager Inc
California
$366K -$38.1K -236 -9%
WH
792
Willner & Heller
California
$363K +$1.78K +11 +0.5%
BIM
793
Baldwin Investment Management
Pennsylvania
$363K – – –
OAS
794
Optivise Advisory Services
Tennessee
$362K +$484 +3 +0.1%
RIM
795
Redwood Investment Management
Arizona
$362K -$646 -4 -0.2%
RGC
796
Roberts, Glore & Co
Illinois
$362K – – –
CAM
797
Cypress Asset Management
Texas
$362K +$123K +760 +49%
SPC
798
Sigma Planning Corp
Michigan
$360K -$66.7K -413 -15%
AUB
799
Atlantic Union Bankshares
Virginia
$360K – – –
KMWM
800
Keudell/Morrison Wealth Management
Oregon
$358K -$6.29K -39 -2%
30 31
32
33 34

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.