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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
FPAS
826
Focus Partners Advisor Solutions
Missouri
$324K -$198K -1,316 -39%
ST
827
Smithfield Trust
Pennsylvania
$322K -$3.16K -21 -1%
TSW
828
Thompson Siegel & Walmsley
Virginia
$322K
VWA
829
Visionary Wealth Advisors
Illinois
$322K
FFBTD
830
First Financial Bank - Trust Division
Ohio
$316K
GFPC
831
Global Financial Private Client
Florida
$314K +$302K +2,007 +50,175%
PTC
832
Private Trust Company
Ohio
$314K +$27.8K +185 +10%
SCM
833
Sandler Capital Management
New York
$312K
BIA
834
Barry Investment Advisors
Massachusetts
$312K
TWM
835
Thrive Wealth Management
Pennsylvania
$309K -$4.36K -29 -1%
Boston Partners
836
Boston Partners
Massachusetts
$309K -$40.9K -272 -12%
PGAM
837
Princeton Global Asset Management
New Jersey
$308K +$30.8K +205 +12%
KCM
838
Kendall Capital Management
Maryland
$305K -$3.76K -25 -1%
PTC
839
Philadelphia Trust Company
Pennsylvania
$304K
DG
840
DMC Group
Alabama
$303K -$2.41K -16 -0.8%
APWM
841
Argonautica Private Wealth Management
Massachusetts
$302K +$11.1K +74 +4%
CPIA
842
Cornell Pochily Investment Advisors
New York
$301K
FLII
843
First Long Island Investors
New York
$300K +$289K +1,921 New
WIA
844
World Investment Advisors
California
$299K +$289K +1,919 New
IAIM
845
International Assets Investment Management
Florida
$298K +$287K +1,909 New
Credit Agricole
846
Credit Agricole
France
$294K
WAM
847
Wolverine Asset Management
Illinois
$292K
HPC
848
HM Payson & Co
Maine
$289K +$1.05K +7 +0.4%
NQWM
849
Northwest Quadrant Wealth Management
Oregon
$286K
VC
850
Veracity Capital
Georgia
$286K -$22.9K -152 -8%

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.