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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
DE
826
Diversified Enterprises
Delaware
$331K +$343K +2,125 New
AWM
827
Altus Wealth Management
Kentucky
$331K – – –
HFS
828
Howard Financial Services
Texas
$330K – – –
NS
829
NBC Securities
Alabama
$329K -$1.61K -10 -0.5%
DWM
830
Diversify Wealth Management
Utah
$327K -$6.62K -41 -2%
CCA
831
Cora Capital Advisors
New Jersey
$326K – – –
CTC
832
Cetera Trust Company
Minnesota
$325K – – –
SMA
833
Seven Mile Advisory
New Jersey
$325K +$60.5K +375 +22%
LAI
834
Legal Advantage Investments
California
$323K -$16.1K -100 -5%
BOS
835
Bank of Stockton
California
$323K +$109K +678 +49%
TSW
836
Thompson Siegel & Walmsley
Virginia
$322K – – –
CS
837
Cannell & Spears
New York
$321K +$65.9K +408 +25%
GVAG
838
Great Valley Advisor Group
Delaware
$321K -$13.7K -85 -4%
VWA
839
Visionary Wealth Advisors
Illinois
$321K -$807 -5 -0.2%
AT
840
American Trust
Kentucky
$320K -$23.1K -143 -7%
FFBTD
841
First Financial Bank - Trust Division
Ohio
$319K +$3.39K +21 +1%
AWM
842
Affinity Wealth Management
Delaware
$319K -$484K -3,000 -59%
HFP
843
Holistic Financial Partners
Indiana
$318K -$141K -876 -30%
KWM
844
Kolinsky Wealth Management
New Jersey
$316K +$32.3K +200 +11%
CF
845
Centaurus Financial
California
$315K +$137K +850 +73%
BIA
846
Barry Investment Advisors
Massachusetts
$312K +$969 +6 +0.3%
SCM
847
Sandler Capital Management
New York
$312K – – –
TWM
848
Thrive Wealth Management
Pennsylvania
$310K +$1.78K +11 +0.6%
AIM
849
Aigen Investment Management
New York
$308K +$319K +1,975 New
USCWA
850
U.S. Capital Wealth Advisors
Texas
$306K -$73.1K -453 -19%
32 33
34
35 36

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.