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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
ST
801
Smithfield Trust
Pennsylvania
$358K +$38.1K +236 +11%
SL
802
Stevard LLC
Illinois
$358K -$215K -1,329 -37%
AIA
803
Angeles Investment Advisors
California
$358K – – –
SIS
804
Strategic Investment Solutions
Illinois
$357K – – –
CIAS
805
Capital Investment Advisory Services
North Carolina
$353K -$1.45K -9 -0.4%
PIMG
806
Patriot Investment Management Group
Tennessee
$352K -$29.5K -183 -7%
PTC
807
Private Trust Company
Ohio
$351K +$39.4K +244 +12%
AHL
808
Abel Hall LLC
Louisiana
$349K -$10.5K -65 -3%
SFI
809
Siemens Fonds Invest
Germany
$347K -$58.6K -363 -7%
GWMI
810
Guardian Wealth Management (Illinois)
Illinois
$347K +$484 +3 +0.1%
G
811
GenTrust
Florida
$347K -$225K -1,392 -38%
CAI
812
Capital Advisors Inc
Oklahoma
$346K -$23.2K -144 -6%
GT
813
Glenview Trust
Kentucky
$345K -$98.6K -611 -22%
LFA
814
LifeGuide Financial Advisors
Pennsylvania
$345K -$7.59K -47 -2%
SSG
815
Summit Securities Group
New York
$343K -$5.52M -34,174 -97%
CP
816
Cumberland Partners
Ontario, Canada
$343K +$18.7K +116 +6%
APA
817
Astoria Portfolio Advisors
New York
$338K – – –
Verition Fund Management
818
Verition Fund Management
Connecticut
$338K -$678K -4,202 -66%
IIC
819
Integrated Investment Consultants
Michigan
$336K +$349K +2,159 New
GFPC
820
Global Financial Private Client
Florida
$335K +$22.3K +138 +7%
GGA
821
Granite Group Advisors
Connecticut
$334K – – –
C
822
Certuity
Florida
$333K +$66.8K +414 +24%
AWA
823
Arete Wealth Advisors
Illinois
$333K -$593K -3,673 -63%
DWM
824
Drive Wealth Management
Utah
$331K +$1.61K +10 +0.5%
D
825
Diversified
Delaware
$331K +$2.91K +18 +0.9%
31 32
33
34 35

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.