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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
BLC
1026
Brown, Lisle/Cummings
Rhode Island
$70.8K
RI
1027
Ridgewood Investments
New Jersey
$70.7K +$68.3K +454 New
BWP
1028
Baldwin Wealth Partners
Massachusetts
$70K +$7.37K +49 +12%
SFCL
1029
Strengthening Families & Communities LLC
Massachusetts
$70K
CA
1030
Centerpoint Advisors
Massachusetts
$70K +$58.7K +390 +650%
BGAI
1031
Bruce G. Allen Investments
Colorado
$67.1K +$10.4K +69 +19%
RCM
1032
Raleigh Capital Management
North Carolina
$63.3K +$1.2K +8 +2%
PH
1033
Pinnacle Holdings
Oklahoma
$62.4K -$7.52K -50 -11%
NFSG
1034
Newbridge Financial Services Group
Florida
$62.4K
BCMLT
1035
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.4K +$2.56K +17 +4%
Canada Life
1036
Canada Life
Manitoba, Canada
$62K +$21.4K +142 +56%
OCM
1037
Osterweis Capital Management
California
$60.8K
ATC
1038
Adirondack Trust Company
New York
$60.7K -$17.5K -116 -23%
HWA
1039
HHM Wealth Advisors
Tennessee
$60.1K -$34.8K -231 -38%
GPI
1040
General Partner Inc
Pennsylvania
$59.9K
VWM
1041
Valley Wealth Managers
New Jersey
$58.5K
GJWM
1042
Gilliland Jeter Wealth Management
Arkansas
$54.7K
RWA
1043
Redmont Wealth Advisors
Illinois
$54.4K
ITIM
1044
Indiana Trust & Investment Management
Indiana
$53.1K +$51.3K +341 New
RWMG
1045
Redwood Wealth Management Group
New Jersey
$52.6K +$50.7K +337 New
BFPW
1046
BOK Financial Private Wealth
Colorado
$52.3K +$25K +166 +98%
CFFP
1047
Center for Financial Planning
Michigan
$52.3K
SC
1048
Stephens Consulting
Michigan
$51.1K -$7.52K -50 -13%
CP
1049
Camelot Portfolios
Ohio
$49.7K +$48K +319 New
EL
1050
EMFO LLC
Florida
$46.8K

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.