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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
UPS
951
UHLMANN PRICE SECURITIES
Illinois
$218K +$226K +1,400 New
SIMG
952
Sonora Investment Management Group
Arizona
$218K +$226K +1,398 New
LIA
953
Lynx Investment Advisory
District of Columbia
$217K +$8.55K +53 +4%
TAM
954
Tucker Asset Management
Colorado
$215K +$43.6K +270 +24%
FNBT
955
FineMark National Bank & Trust
Florida
$214K +$222K +1,374 New
W
956
WorthPointe
California
$214K +$222K +1,373 New
AFM
957
Armstrong Fleming & Moore
District of Columbia
$214K +$484 +3 +0.2%
CIA
958
Compass Ion Advisors
Pennsylvania
$213K -$51.2K -317 -19%
BFM
959
Boston Financial Management
Massachusetts
$212K
Fiera Capital (Canada)
960
Fiera Capital (Canada)
Quebec, Canada
$211K -$13.7K -85 -6%
BMO
961
Beck Mack & Oliver
New York
$211K
CW
962
CreativeOne Wealth
Kansas
$211K +$219K +1,356 New
SAI
963
Savvy Advisors Inc
New York
$211K +$219K +1,356 New
KWA
964
Kingswood Wealth Advisors
California
$208K +$215K +1,335 New
FWP
965
FAS Wealth Partners
Kansas
$208K +$1.13K +7 +0.5%
HPM
966
Hoxton Planning & Management
West Virginia
$207K
EW
967
Evoke Wealth
California
$207K +$215K +1,331 New
FA
968
Fermata Advisors
California
$207K +$214K +1,328 New
BWP
969
BSW Wealth Partners
Colorado
$207K -$56.2K -348 -21%
CCG
970
Cypress Capital Group
Florida
$206K +$214K +1,325 New
SCM
971
Saxony Capital Management
Missouri
$206K +$214K +1,324 New
BBA
972
Braun-Bostich & Associates
Pennsylvania
$206K +$214K +1,323 New
NL
973
Navalign LLC
California
$205K
ACGA
974
Atlanta Consulting Group Advisors
Georgia
$204K +$211K +1,309 New
MSFS
975
Main Street Financial Solutions
Pennsylvania
$204K -$24.4K -151 -10%