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AstraZeneca
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Overview Fund Activity

1,220 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 397 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+16
Holders Change %
+1.33%
% of All Funds
17.65%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
115
Increased
496
Reduced
397
Closed
88
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$780M
2
GQG Partners
GQG Partners
Florida
+$193M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$121M
5
Franklin Resources
Franklin Resources
California
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
2
Holocene Advisors
Holocene Advisors
New York
-$197M
3
FCM
Farallon Capital Management
California
-$188M
4
Jennison Associates
Jennison Associates
New York
-$160M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
976
FMB Wealth Management
California
$201K -$9.51K -122 -5%
BTWM
977
Brass Tax Wealth Management
Ohio
$200K – – –
TF
978
Tompkins Financial
New York
$195K – – –
CAM
979
Close Asset Management
United Kingdom
$187K – – –
JWA
980
JFS Wealth Advisors
Pennsylvania
$185K +$4.36K +56 +2%
RA
981
Rise Advisors
New York
$180K +$1.09K +14 +0.6%
AWM
982
Avior Wealth Management
Nebraska
$178K -$16.6K -213 -9%
CWP
983
Concord Wealth Partners
Virginia
$173K +$3.97K +51 +2%
TIM
984
Thompson Investment Management
Wisconsin
$160K – – –
IRC
985
Investors Research Corp
Georgia
$157K – – –
MFG
986
Mendota Financial Group
Wisconsin
$155K -$18.3K -235 -11%
FCM
987
Fourpath Capital Management
Oklahoma
$154K +$154K +1,977 New
HIA
988
Harbor Investment Advisory
Maryland
$152K -$5.3K -68 -3%
HGERS
989
Householder Group Estate & Retirement Specialist
Arizona
$152K -$699 -9 -0.5%
LFASL
990
Lugano Financial Advisors SA (LFA)
Switzerland
$148K – – –
BHWM
991
Beaird Harris Wealth Management
Texas
$144K -$78 -1 -0.1%
HBW
992
Hazlett, Burt & Watson
West Virginia
$143K +$9.07K +116 +7%
BWL
993
Bogart Wealth LLC
Virginia
$141K – – –
Nisa Investment Advisors
994
Nisa Investment Advisors
Missouri
$140K – – –
FP
995
Financial Perspectives
Minnesota
$139K – – –
JIP
996
Jaffetilchin Investment Partners
Florida
$138K +$138K +1,770 New
AA
997
Addison Advisors
Vermont
$136K +$14.5K +186 +12%
FDCP
998
Foster Dykema Cabot & Partners
Massachusetts
$129K +$27.8K +357 +28%
HF
999
Halpern Financial
Virginia
$126K -$19K -239 -13%
IBOK
1000
Independence Bank of Kentucky
Kentucky
$125K +$7.09K +91 +6%
38 39
40
41 42