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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
FVWA
876
Foster Victor Wealth Advisors
South Carolina
$261K -$70K -465 -22%
MCWA
877
Meadow Creek Wealth Advisors
Georgia
$261K +$2.86K +19 +1%
NP
878
NorthRock Partners
Minnesota
$260K -$903 -6 -0.4%
NPT
879
National Philanthropic Trust
Pennsylvania
$260K -$78.1K -519 -24%
LI
880
LRI Investments
Florida
$259K
CS
881
Cannell & Spears
New York
$258K
MG
882
Mather Group
Illinois
$257K +$53.3K +354 +23%
CAM
883
Cypress Asset Management
Texas
$253K +$235K +1,563 New
HFW
884
Horizon Family Wealth
Illinois
$253K
GWA
885
GGM Wealth Advisors
Maryland
$252K +$5.27K +35 +2%
LSIA
886
LaSalle St. Investment Advisors
Illinois
$251K +$243K +1,612 New
TWA
887
Talisman Wealth Advisors
New Jersey
$251K +$18.2K +121 +8%
WFS
888
Widmann Financial Services
Maryland
$250K +$242K +1,606 New
BFA
889
Beaumont Financial Advisors
Massachusetts
$250K -$1.05K -7 -0.4%
PAMG
890
Patton Albertson Miller Group
Tennessee
$248K +$240K +1,593 New
WP
891
WMS Partners
Maryland
$248K -$3.91K -26 -2%
AAP
892
Arax Advisory Partners
Colorado
$248K +$47.9K +318 +25%
WWP
893
WR Wealth Planners
Missouri
$248K +$2.41K +16 +1%
CD
894
Chapin Davis
Maryland
$248K +$239K +1,589 New
FMWA
895
Forvis Mazars Wealth Advisors
Missouri
$247K
TPW
896
Tiller Private Wealth
Pennsylvania
$247K
TCBWMS
897
Texas Capital Bank Wealth Management Services
Texas
$246K
ANTB
898
AMG National Trust Bank
Colorado
$244K +$235K +1,564 New
Wolverine Trading
899
Wolverine Trading
Illinois
$242K -$1.47M -9,793 -86%
PMA
900
Prudent Man Advisors
Illinois
$241K

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.