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AstraZeneca
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Overview Fund Activity

1,207 hedge funds and large institutions have $34.1B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 421 increasing their positions, 427 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-13
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
163
Increased
421
Reduced
427
Closed
152
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$293M
2
Holocene Advisors
Holocene Advisors
New York
+$282M
3
Marshall Wace
Marshall Wace
United Kingdom
+$254M
4
Citadel Advisors
Citadel Advisors
Florida
+$247M
5
Boston Partners
Boston Partners
Massachusetts
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$401M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$134M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
776
McKinley Carter Wealth Services
West Virginia
$321K -$2.23K -34 -0.7%
PAA
777
Peregrine Asset Advisers
Oregon
$321K -$2.03K -31 -0.6%
SFG
778
SevenBridge Financial Group
Pennsylvania
$319K -$14.2K -195 -4%
HFS
779
Howard Financial Services
Texas
$318K +$40K +610 +14%
GAG
780
GM Advisory Group
New York
$317K -$8.06K -123 -2%
AWM
781
Aprio Wealth Management
Georgia
$316K -$22.2K -339 -7%
WDG
782
Wealth Dimensions Group
Ohio
$315K -$38.9K -594 -11%
EMAM
783
Encompass More Asset Management
California
$314K +$314K +4,797 New
Bank of Nova Scotia
784
Bank of Nova Scotia
Ontario, Canada
$312K +$312K +4,761 New
KMWM
785
Keudell/Morrison Wealth Management
Oregon
$308K +$7.27K +111 +2%
AMG
786
Advisors Management Group
Wisconsin
$308K – – –
JIC
787
Joel Isaacson & Co
New York
$308K -$3.8K -58 -1%
WPW
788
Waldron Private Wealth
Pennsylvania
$307K +$55.8K +852 +22%
BOS
789
Bank of Stockton
California
$307K +$35.8K +546 +13%
OAS
790
Optivise Advisory Services
Tennessee
$306K +$1.31K +20 +0.4%
RIM
791
Redwood Investment Management
Arizona
$305K – – –
CP
792
Cumberland Partners
Ontario, Canada
$302K +$14K +213 +5%
FPW
793
Fairvoy Private Wealth
Alabama
$302K +$302K +4,606 New
NWAG
794
Net Worth Advisory Group
Utah
$301K -$6.88K -105 -2%
SL
795
Stevard LLC
Illinois
$301K – – –
AUB
796
Atlantic Union Bankshares
Virginia
$300K -$2.42K -37 -0.8%
SIS
797
Strategic Investment Solutions
Illinois
$300K – – –
1C
798
111 Capital
France
$299K +$299K +4,564 New
MNBTD
799
Moody National Bank Trust Division
Texas
$299K +$49.7K +758 +20%
CTC
800
Cetera Trust Company
Minnesota
$298K +$24.2K +370 +9%
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