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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
CIA
976
Capital Investment Advisors
Georgia
$203K -$19K -118 -8%
KFA
977
Kapstone Financial Advisors
Ohio
$203K
GKWIM
978
Gerber Kawasaki Wealth & Investment Management
California
$203K +$210K +1,304 New
JFG
979
Jefferies Financial Group
New York
$203K +$210K +1,304 New
ACA
980
Aptus Capital Advisors
Alabama
$203K -$323 -2 -0.2%
BAAM
981
Baker Avenue Asset Management
California
$203K +$210K +1,301 New
WMA
982
West Michigan Advisors
Michigan
$203K -$264K -1,635 -56%
FCFC
983
First Citizens Financial Corp
Iowa
$202K
FWM
984
FMB Wealth Management
California
$201K -$9.85K -61 -5%
BTWM
985
Brass Tax Wealth Management
Ohio
$200K
TF
986
Tompkins Financial
New York
$195K
CAM
987
Close Asset Management
United Kingdom
$187K
JWA
988
JFS Wealth Advisors
Pennsylvania
$185K +$4.52K +28 +2%
RA
989
Rise Advisors
New York
$180K +$1.13K +7 +0.6%
AWM
990
Avior Wealth Management
Nebraska
$178K -$17.1K -106 -8%
EBA
991
Eagle Bay Advisors
New York
$176K +$81.7K +506 +405%
CWP
992
Concord Wealth Partners
Virginia
$173K +$4.2K +26 +2%
TIM
993
Thompson Investment Management
Wisconsin
$160K
IRC
994
Investors Research Corp
Georgia
$157K
MFG
995
Mendota Financial Group
Wisconsin
$155K -$18.9K -117 -11%
FCM
996
Fourpath Capital Management
Oklahoma
$154K +$160K +989 New
HIA
997
Harbor Investment Advisory
Maryland
$152K -$5.49K -34 -3%
HGERS
998
Householder Group Estate & Retirement Specialist
Arizona
$152K -$807 -5 -0.5%
LFASL
999
Lugano Financial Advisors SA (LFA)
Switzerland
$148K
BHWM
1000
Beaird Harris Wealth Management
Texas
$144K