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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
HIA
976
Harbor Investment Advisory
Maryland
$158K +$44.2K +294 +41%
IRC
977
Investors Research Corp
Georgia
$158K -$86.8K -577 -36%
ATPW
978
Ashton Thomas Private Wealth
Arizona
$156K +$151K +1,003 New
HGERS
979
Householder Group Estate & Retirement Specialist
Arizona
$153K +$20.6K +137 +16%
LFASL
980
Lugano Financial Advisors SA (LFA)
Switzerland
$148K
TSMHT
981
Thurston Springer Miller Herd & Titak
Indiana
$147K -$511K -3,396 -78%
BHWM
982
Beaird Harris Wealth Management
Texas
$144K
HF
983
Halpern Financial
Virginia
$142K
BWL
984
Bogart Wealth LLC
Virginia
$141K
Nisa Investment Advisors
985
Nisa Investment Advisors
Missouri
$140K +$105K +700 +350%
FP
986
Financial Perspectives
Minnesota
$139K
PAS
987
Point72 Asia (Singapore)
Singapore
$135K +$71.5K +475 +122%
HBW
988
Hazlett, Burt & Watson
West Virginia
$133K +$34.9K +232 +37%
JFA
989
JNBA Financial Advisors
Minnesota
$129K -$39.3K -261 -24%
PAM
990
Paradigm Asset Management
New York
$125K
BCWM
991
Bartlett & Co Wealth Management
Ohio
$123K
AA
992
Addison Advisors
Vermont
$121K +$37.3K +248 +47%
HBT
993
Hills Bank & Trust
Iowa
$120K -$12K -80 -9%
MHR
994
Matthew Hamilton Rosenberg
$120K +$15.8K +105 +16%
IBOK
995
Independence Bank of Kentucky
Kentucky
$118K +$75.2K +500 +194%
KA
996
Kozak & Associates
Colorado
$118K
BG
997
Bollard Group
Massachusetts
$117K
LIA
998
Luken Investment Analytics
Tennessee
$117K
CT
999
Colonial Trust
South Carolina
$115K +$14.4K +96 +15%
AAG
1000
Armstrong Advisory Group
Massachusetts
$114K +$3.16K +21 +3%

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.