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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
MLA
1001
MB, Levis & Associates
Pennsylvania
$113K
TSWM
1002
Tyler-Stone Wealth Management
Ohio
$109K
SIC
1003
Salem Investment Counselors
North Carolina
$107K
QC
1004
Quent Capital
New York
$105K +$1.35K +9 +1%
FDCP
1005
Foster Dykema Cabot & Partners
Massachusetts
$101K
DWA
1006
Dougherty Wealth Advisers
Minnesota
$101K
RS
1007
Rakuten Securities
Japan
$99.9K -$55.8K -371 -37%
NSIM
1008
North Star Investment Management
Illinois
$97.2K -$1.5K -10 -2%
ACM
1009
Accent Capital Management
Ohio
$96.8K +$9.48K +63 +11%
FFA
1010
Frazier Financial Advisors
Ohio
$96.4K +$25.3K +168 +37%
OPTFSNA
1011
Old Point Trust & Financial Services N A
Virginia
$95.5K -$7.52K -50 -8%
WB
1012
Webster Bank
Connecticut
$95.5K
JWM
1013
Janiczek Wealth Management
Colorado
$94.7K +$17.6K +117 +24%
PB
1014
Pinnacle Bancorp
Nebraska
$93K
AA
1015
Ancora Advisors
Ohio
$89.6K -$43.9K -292 -34%
SWM
1016
Sugarloaf Wealth Management
Georgia
$88.8K
CA
1017
Continuum Advisory
Idaho
$88.1K -$15.3K -102 -15%
RIL
1018
Rothschild Investment LLC
Illinois
$87.6K -$397K -2,637 -82%
NECFA
1019
New England Capital Financial Advisors
Connecticut
$87.4K
SIS
1020
Sound Income Strategies
Florida
$78.9K -$5.57K -37 -7%
CFO
1021
CVA Family Office
Colorado
$78.5K
OP
1022
ORG Partners
Indiana
$75.5K
CB
1023
Centennial Bank
Arkansas
$74.9K
KOCAA
1024
Knights of Columbus Asset Advisors
Connecticut
$74.2K
OIA
1025
Optimum Investment Advisors
Illinois
$71.1K

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.