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AstraZeneca
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Overview Fund Activity

1,220 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 397 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+16
Holders Change %
+1.33%
% of All Funds
17.65%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
115
Increased
496
Reduced
397
Closed
88
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$780M
2
GQG Partners
GQG Partners
Florida
+$193M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$121M
5
Franklin Resources
Franklin Resources
California
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
2
Holocene Advisors
Holocene Advisors
New York
-$197M
3
FCM
Farallon Capital Management
California
-$188M
4
Jennison Associates
Jennison Associates
New York
-$160M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
776
Opal Wealth Advisors
New York
$383K +$188K +2,414 +96%
GIA
777
Gateway Investment Advisers
Ohio
$380K – – –
GDP
778
Great Diamond Partners
Maine
$380K -$116K -1,491 -23%
WANY
779
Wealthspire Advisors (New York)
New York
$375K +$31.9K +410 +9%
JIC
780
Joel Isaacson & Co
New York
$370K – – –
MFG
781
Merit Financial Group
Georgia
$368K -$211K -2,709 -36%
HCP
782
Hexagon Capital Partners
Arkansas
$368K +$2.49K +32 +0.7%
AMG
783
Advisors Management Group
Wisconsin
$366K – – –
NWAG
784
Net Worth Advisory Group
Utah
$366K +$366K +4,696 New
WI
785
WrapManager Inc
California
$366K -$36.9K -473 -9%
WH
786
Willner & Heller
California
$363K +$1.79K +23 +0.5%
BIM
787
Baldwin Investment Management
Pennsylvania
$363K – – –
OAS
788
Optivise Advisory Services
Tennessee
$362K +$545 +7 +0.2%
RIM
789
Redwood Investment Management
Arizona
$362K -$700 -9 -0.2%
RGC
790
Roberts, Glore & Co
Illinois
$362K – – –
CAM
791
Cypress Asset Management
Texas
$362K +$118K +1,520 +49%
SPC
792
Sigma Planning Corp
Michigan
$360K -$64.3K -825 -15%
AUB
793
Atlantic Union Bankshares
Virginia
$360K – – –
KMWM
794
Keudell/Morrison Wealth Management
Oregon
$358K -$6.08K -78 -2%
ST
795
Smithfield Trust
Pennsylvania
$358K +$36.5K +471 +11%
SL
796
Stevard LLC
Illinois
$358K -$207K -2,658 -37%
AIA
797
Angeles Investment Advisors
California
$358K – – –
SIS
798
Strategic Investment Solutions
Illinois
$357K – – –
CIAS
799
Capital Investment Advisory Services
North Carolina
$353K -$1.4K -18 -0.4%
PIMG
800
Patriot Investment Management Group
Tennessee
$352K -$28.4K -365 -7%
30 31
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