AZN icon

AstraZeneca
AZN

Overview Fund Activity

1,207 hedge funds and large institutions have $34.1B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 421 increasing their positions, 427 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-13
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
163
Increased
421
Reduced
427
Closed
152
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$293M
2
Holocene Advisors
Holocene Advisors
New York
+$282M
3
Marshall Wace
Marshall Wace
United Kingdom
+$254M
4
Citadel Advisors
Citadel Advisors
Florida
+$247M
5
Boston Partners
Boston Partners
Massachusetts
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$401M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$134M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
951
Knights of Columbus Asset Advisors
Connecticut
$153K +$84.2K +1,285 +122%
RA
952
Rise Advisors
New York
$152K – – –
CWP
953
Concord Wealth Partners
Virginia
$149K +$3.28K +50 +2%
FFA
954
Fairfield Financial Advisors
Massachusetts
$147K -$38.6K -590 -21%
PWA
955
Physician Wealth Advisors
Utah
$144K -$57.3K -875 -29%
IRC
956
Investors Research Corp
Georgia
$132K – – –
VHAM
957
Van Hulzen Asset Management
California
$131K +$131K +1,993 New
HBW
958
Hazlett, Burt & Watson
West Virginia
$126K +$6.23K +95 +5%
LFASL
959
Lugano Financial Advisors SA (LFA)
Switzerland
$124K – – –
FP
960
Financial Perspectives
Minnesota
$122K +$5.11K +78 +4%
BHWM
961
Beaird Harris Wealth Management
Texas
$121K – – –
BWL
962
Bogart Wealth LLC
Virginia
$121K +$2.16K +33 +2%
BIG
963
Brooklyn Investment Group
New York
$116K +$113K +1,723 +3,313%
WOC
964
West Oak Capital
California
$115K – – –
AA
965
Addison Advisors
Vermont
$114K -$655 -10 -0.6%
AWM
966
Avior Wealth Management
Nebraska
$112K -$38.2K -583 -25%
RS
967
R Squared
Hong Kong
$111K +$111K +1,690 New
MFG
968
Mendota Financial Group
Wisconsin
$110K -$20.2K -309 -16%
FDCP
969
Foster Dykema Cabot & Partners
Massachusetts
$108K -$655 -10 -0.6%
FWA
970
Flagship Wealth Advisors
Massachusetts
$106K +$106K +1,625 New
KA
971
Kozak & Associates
Colorado
$106K +$4.04K +61 +4%
HBT
972
Hills Bank & Trust
Iowa
$103K +$2.36K +36 +2%
CT
973
Colonial Trust
South Carolina
$101K +$323 +5 +0.3%
SIC
974
Salem Investment Counselors
North Carolina
$101K +$8.26K +126 +9%
BG
975
Bollard Group
Massachusetts
$99K – – –
37 38
39
40 41