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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
HBW
1001
Hazlett, Burt & Watson
West Virginia
$143K +$9.36K +58 +7%
BWL
1002
Bogart Wealth LLC
Virginia
$141K
Nisa Investment Advisors
1003
Nisa Investment Advisors
Missouri
$140K
FP
1004
Financial Perspectives
Minnesota
$139K
JIP
1005
Jaffetilchin Investment Partners
Florida
$138K +$143K +885 New
AA
1006
Addison Advisors
Vermont
$136K +$15K +93 +12%
FDCP
1007
Foster Dykema Cabot & Partners
Massachusetts
$129K +$28.7K +178 +27%
HF
1008
Halpern Financial
Virginia
$126K -$19.4K -120 -13%
IBOK
1009
Independence Bank of Kentucky
Kentucky
$125K +$7.26K +45 +6%
AT
1010
Avalon Trust
New Mexico
$121K -$96.9K -600 -44%
KA
1011
Kozak & Associates
Colorado
$121K +$646 +4 +0.5%
CT
1012
Colonial Trust
South Carolina
$121K +$5.97K +37 +5%
HBT
1013
Hills Bank & Trust
Iowa
$120K
MHR
1014
Matthew Hamilton Rosenberg
$120K
BG
1015
Bollard Group
Massachusetts
$118K +$646 +4 +0.5%
LIA
1016
Luken Investment Analytics
Tennessee
$117K
MLA
1017
MB, Levis & Associates
Pennsylvania
$114K +$646 +4 +0.6%
NMG
1018
New Millennium Group
Utah
$111K -$2.32M -14,375 -95%
AAG
1019
Armstrong Advisory Group
Massachusetts
$111K -$3.39K -21 -3%
SIC
1020
Salem Investment Counselors
North Carolina
$110K +$2.91K +18 +3%
BCWM
1021
Bartlett & Co Wealth Management
Ohio
$110K -$13.7K -85 -11%
PAM
1022
Paradigm Asset Management
New York
$109K -$16.1K -100 -13%
QC
1023
Quent Capital
New York
$108K +$2.91K +18 +3%
LWCFA
1024
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K +$108K +666 New
DWA
1025
Dougherty Wealth Advisers
Minnesota
$101K