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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
DIA
951
Dana Investment Advisors
Wisconsin
$204K +$197K +1,311 New
KFA
952
Kapstone Financial Advisors
Ohio
$204K +$197K +1,309 New
SFA
953
Souders Financial Advisors
Ohio
$204K -$3.39M -22,529 -95%
ACA
954
Aptus Capital Advisors
Alabama
$203K +$196K +1,305 New
FCFC
955
First Citizens Financial Corp
Iowa
$202K +$195K +1,298 New
MA
956
MONECO Advisors
Connecticut
$202K +$195K +1,296 New
PWA
957
Physician Wealth Advisors
Utah
$202K +$193K +1,285 New
GHAM
958
Gilman Hill Asset Management
Connecticut
$201K -$84.7K -563 -30%
BTWM
959
Brass Tax Wealth Management
Ohio
$200K +$193K +1,285 New
ADL
960
Asset Dedication LLC
California
$199K -$2.41K -16 -1%
OWA
961
Opal Wealth Advisors
New York
$195K +$188K +1,251 New
AWM
962
Avior Wealth Management
Nebraska
$195K +$6.32K +42 +3%
TF
963
Tompkins Financial
New York
$195K +$188K +1,250 New
CAM
964
Close Asset Management
United Kingdom
$187K
CF
965
Centaurus Financial
California
$182K +$176K +1,169 New
TWP
966
Triad Wealth Partners
Kansas
$181K +$175K +1,164 New
JWA
967
JFS Wealth Advisors
Pennsylvania
$181K -$14.4K -96 -8%
RA
968
Rise Advisors
New York
$180K
TCOV
969
Trust Company of Vermont
Vermont
$177K -$61.7K -410 -27%
BCV
970
Banque Cantonale Vaudoise
Switzerland
$177K +$75.2K +500 +79%
MFG
971
Mendota Financial Group
Wisconsin
$173K -$2.26K -15 -1%
TAM
972
Tucker Asset Management
Colorado
$173K +$164K +1,093 +7,287%
CWP
973
Concord Wealth Partners
Virginia
$169K
CA
974
Crewe Advisors
Utah
$169K +$16K +106 +11%
TIM
975
Thompson Investment Management
Wisconsin
$161K

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.