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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 %
TNA
801
True North Advisors
Texas
$298K +$298K +4,544 New
JWCA
802
J.W. Cole Advisors
Florida
$298K -$63.2K -964 -18%
MHC
803
May Hill Capital
Massachusetts
$296K +$296K +4,525 New
GDP
804
Great Diamond Partners
Maine
$296K -$23K -351 -7%
DWM
805
Diversify Wealth Management
Utah
$295K +$10.3K +153 +4%
GWM
806
Guardian Wealth Management
Illinois
$292K – – –
AHL
807
Abel Hall LLC
Louisiana
$292K -$2.1K -32 -0.7%
SW
808
Simplicity Wealth
New Jersey
$291K -$114K -1,743 -28%
LFA
809
LifeGuide Financial Advisors
Pennsylvania
$290K – – –
GT
810
Glenview Trust
Kentucky
$289K -$1.11K -17 -0.4%
CT
811
Clearstead Trust
Maine
$289K +$256K +3,900 +763%
APA
812
Astoria Portfolio Advisors
New York
$286K – – –
BAM
813
Blueshift Asset Management
New Jersey
$285K +$59.8K +912 +26%
CAM
814
Covenant Asset Management
New Jersey
$285K -$46.7K -712 -14%
G
815
GenTrust
Florida
$284K -$7.14K -109 -2%
SMA
816
Sage Mountain Advisors
Georgia
$284K -$168K -2,570 -37%
JWA
817
JFS Wealth Advisors
Pennsylvania
$283K +$128K +1,954 +82%
LSIA
818
LaSalle St. Investment Advisors
Illinois
$282K +$68.7K +1,049 +32%
CC
819
Chicago Capital
Illinois
$281K -$99.2K -1,514 -26%
GGA
820
Granite Group Advisors
Connecticut
$280K -$655 -10 -0.2%
AWM
821
Altus Wealth Management
Kentucky
$278K – – –
NFC
822
Northstar Financial Companies
Pennsylvania
$277K +$277K +4,226 New
C
823
Certuity
Florida
$276K -$4.39K -67 -2%
AAP
824
Arax Advisory Partners
Colorado
$276K +$64.4K +983 +30%
WH
825
Willner & Heller
California
$276K -$29.5K -450 -10%
31 32
33
34 35