We are live on ! Find out more
AZN icon

AstraZeneca

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: 1,2111,229 (+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: 1917 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
901
Talisman Wealth Advisors
New Jersey
$249K -$969 -6 -0.4%
S
902
Sunpointe
Missouri
$249K -$18.6K -115 -7%
WWP
903
WR Wealth Planners
Missouri
$248K +$161 +1 +0.1%
HR
904
Hardy Reed
Mississippi
$248K +$14.4K +89 +6%
BCG
905
Breakwater Capital Group
New Jersey
$247K +$42.1K +261 +20%
TPW
906
Tiller Private Wealth
Pennsylvania
$247K
GWA
907
GGM Wealth Advisors
Maryland
$246K -$6.29K -39 -2%
BCP
908
Blackhawk Capital Partners
Wisconsin
$245K +$254K +1,576 New
PCM
909
Penserra Capital Management
California
$243K -$2.24M -13,859 -90%
PMA
910
Prudent Man Advisors
Illinois
$242K +$1.29K +8 +0.5%
LWMM
911
Legacy Wealth Management (Mississippi)
Mississippi
$242K +$250K +1,551 New
CMS
912
Capital Market Strategies
Florida
$241K -$21.6K -134 -8%
MBT
913
Montecito Bank & Trust
California
$241K
MG
914
Mather Group
Illinois
$241K -$56.7K -351 -19%
GSIAS
915
Garden State Investment Advisory Services
New Jersey
$239K +$161 +1 +0.1%
PWA
916
Physician Wealth Advisors
Utah
$239K +$40.4K +250 +19%
GLA
917
Good Life Advisors
Pennsylvania
$239K +$247K +1,533 New
CFG
918
Carr Financial Group
Massachusetts
$239K
AAM
919
Aureus Asset Management
Massachusetts
$238K -$39.9K -247 -14%
FMWA
920
Forvis Mazars Wealth Advisors
Missouri
$238K -$9.36K -58 -4%
LRWA
921
Long Run Wealth Advisors
New York
$237K +$323 +2 +0.1%
WFMPM
922
Woodley Farra Manion Portfolio Management
Indiana
$237K +$2.74K +17 +1%
X
923
Xponance
Pennsylvania
$236K +$245K +1,516 New
ICP
924
Interchange Capital Partners
Pennsylvania
$235K -$5.81K -36 -2%
EGA
925
E&G Advisors
Texas
$235K