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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
GI
801
GAMMA Investing
California
$355K +$74.2K +493 +28%
CIAS
802
Capital Investment Advisory Services
North Carolina
$354K +$3.76K +25 +1%
LFA
803
LifeGuide Financial Advisors
Pennsylvania
$352K +$106K +703 +45%
GWMI
804
Guardian Wealth Management (Illinois)
Illinois
$347K -$1.96K -13 -0.6%
WANY
805
Wealthspire Advisors (New York)
New York
$344K -$39.6K -263 -11%
DWM
806
Diversify Wealth Management
Utah
$344K +$326K +2,166 New
BJL
807
Brighton Jones LLC
Washington
$343K -$9.63K -64 -3%
AT
808
American Trust
Kentucky
$342K +$72.1K +479 +28%
APA
809
Astoria Portfolio Advisors
New York
$341K -$1.35K -9 -0.4%
WCM
810
Wunderlich Capital Managemnt
Tennessee
$339K +$42.3K +281 +15%
LAI
811
Legal Advantage Investments
California
$339K
SFG
812
SevenBridge Financial Group
Pennsylvania
$337K +$103K +685 +48%
AWM
813
Aprio Wealth Management
Georgia
$336K +$48.3K +321 +18%
GVAG
814
Great Valley Advisor Group
Delaware
$335K -$21.7K -144 -6%
GGA
815
Granite Group Advisors
Connecticut
$334K +$58.2K +387 +22%
FHA
816
First Horizon Advisors
Tennessee
$334K +$214K +1,421 +198%
NS
817
NBC Securities
Alabama
$331K -$150 -1 -0%
AWM
818
Altus Wealth Management
Kentucky
$331K
HFS
819
Howard Financial Services
Texas
$331K
DWM
820
Drive Wealth Management
Utah
$330K +$30.1K +200 +10%
D
821
Diversified
Delaware
$329K +$28.1K +187 +10%
WPW
822
Warther Private Wealth
Ohio
$327K +$316K +2,099 New
CCA
823
Cora Capital Advisors
New Jersey
$326K -$150 -1 -0%
CTC
824
Cetera Trust Company
Minnesota
$326K
CP
825
Cumberland Partners
Ontario, Canada
$325K -$93.6K -622 -23%

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.