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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
SAM
926
Sequent Asset Management
Texas
$222K -$105K -701 -33%
HFM
927
Hartford Financial Management
Connecticut
$221K +$213K +1,415 New
SWA
928
SFMG Wealth Advisors
Texas
$220K -$74.5K -495 -26%
WAAG
929
Wealth Alliance Advisory Group
Kansas
$218K +$211K +1,400 New
NRC
930
New Republic Capital
North Carolina
$217K +$210K +1,394 New
CPC
931
Consolidated Planning Corp
Georgia
$217K +$210K +1,394 New
BOS
932
Bank of Stockton
California
$217K +$210K +1,393 New
CBFP
933
Cedar Brook Financial Partners
Ohio
$216K -$726K -4,823 -78%
CIS
934
Custom Index Systems
New York
$215K +$208K +1,379 New
TPWA
935
TRUE Private Wealth Advisors
Oregon
$215K +$207K +1,378 New
AT
936
Avalon Trust
New Mexico
$214K
AFM
937
Armstrong Fleming & Moore
District of Columbia
$213K +$206K +1,369 New
WE
938
Wealth Effects
Massachusetts
$213K +$205K +1,363 New
BFM
939
Boston Financial Management
Massachusetts
$212K +$205K +1,361 New
BMO
940
Beck Mack & Oliver
New York
$212K +$204K +1,357 New
SW
941
SteelPeak Wealth
California
$211K +$203K +1,352 New
FWM
942
FMB Wealth Management
California
$211K +$203K +1,351 New
GIA
943
Gladstone Institutional Advisory
Florida
$210K +$203K +1,347 New
LIA
944
Lynx Investment Advisory
District of Columbia
$209K +$202K +1,340 New
HPM
945
Hoxton Planning & Management
West Virginia
$208K +$200K +1,331 New
BCG
946
Breakwater Capital Group
New Jersey
$207K +$200K +1,327 New
FWP
947
FAS Wealth Partners
Kansas
$207K +$199K +1,325 New
MM
948
MQS Management
New York
$207K -$401K -2,668 -67%
MAS
949
Meeder Advisory Services
Ohio
$206K +$198K +1,319 New
NL
950
Navalign LLC
California
$205K +$198K +1,313 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.