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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
MBT
901
Montecito Bank & Trust
California
$241K
ICP
902
Interchange Capital Partners
Pennsylvania
$240K +$232K +1,540 New
GSIAS
903
Garden State Investment Advisory Services
New Jersey
$239K -$2.11K -14 -0.9%
CFG
904
Carr Financial Group
Massachusetts
$239K
KA
905
Kovack Advisors
Florida
$239K +$6.32K +42 +3%
LRWA
906
Long Run Wealth Advisors
New York
$237K
VHAM
907
Van Hulzen Asset Management
California
$235K +$227K +1,508 New
EGA
908
E&G Advisors
Texas
$235K -$31.4K -209 -12%
WFMPM
909
Woodley Farra Manion Portfolio Management
Indiana
$234K
HR
910
Hardy Reed
Mississippi
$234K +$226K +1,502 New
EHC
911
Everett Harris & Co
California
$234K +$226K +1,501 New
PSFG
912
Prairie Sky Financial Group
Illinois
$234K
CAG
913
Csenge Advisory Group
Florida
$234K +$225K +1,497 New
FFA
914
Fairfield Financial Advisors
Massachusetts
$232K +$224K +1,489 New
SAG
915
SageView Advisory Group
California
$232K -$41.2K -274 -16%
PFPT
916
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K -$3.61K -24 -2%
SWM
917
SFG Wealth Management
Maryland
$229K +$221K +1,467 New
CIA
918
Compass Ion Advisors
Pennsylvania
$228K
MSFS
919
Main Street Financial Solutions
Pennsylvania
$227K +$220K +1,459 New
MWM
920
Massachusetts Wealth Management
Massachusetts
$226K +$218K +1,450 New
MFA
921
Mayflower Financial Advisors
Massachusetts
$226K +$218K +1,446 New
Fiera Capital (Canada)
922
Fiera Capital (Canada)
Quebec, Canada
$225K -$107K -708 -33%
H
923
HoyleCohen
California
$224K +$216K +1,438 New
RB
924
Rodgers Brothers
Pennsylvania
$223K +$215K +1,430 New
CIA
925
Capital Investment Advisors
Georgia
$222K +$214K +1,424 New

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.