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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
WT
1051
Washington Trust
Rhode Island
$46.8K
FMP
1052
Financial Management Professionals
Texas
$46K +$1.96K +13 +5%
GEA
1053
Glen Eagle Advisors
New Jersey
$44.8K +$23K +153 +114%
AGWCA
1054
Annis Gardner Whiting Capital Advisors
Florida
$43.7K
CCA
1055
Catalyst Capital Advisors
New York
$43.5K +$1.2K +8 +3%
SVCP
1056
Silicon Valley Capital Partners
California
$42.8K
CWM
1057
CarsonAllaria Wealth Management
Illinois
$41.8K +$25.3K +168 +168%
CWM
1058
Cedar Wealth Management
California
$41.6K -$8.73K -58 -18%
CT
1059
Clearstead Trust
Maine
$39.6K
RFG
1060
RFP Financial Group
Georgia
$39.4K +$903 +6 +2%
HCM
1061
Hollencrest Capital Management
California
$39K
CAL
1062
Capital Analysts LLC
Pennsylvania
$38K +$1.5K +10 +4%
ECM
1063
Estabrook Capital Management
New York
$37K
AIC
1064
Archer Investment Corporation
Indiana
$37K
VCM
1065
Versant Capital Management
Arizona
$36.1K +$32.8K +218 +1,557%
TFGT
1066
TS Financial Group (TSFG)
Illinois
$36K
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$34.9K +$3.01K +20 +10%
AT
1068
Arlington Trust
Alabama
$32.9K
KWAG
1069
Kiely Wealth Advisory Group
North Carolina
$32.7K
Fidelity International
1070
Fidelity International
Bermuda
$32.6K +$10.5K +70 +50%
AEPWM
1071
Atlantic Edge Private Wealth Management
Florida
$32.4K
NA
1072
Nordwand Advisors
Pennsylvania
$31.2K
AA
1073
AlphaMark Advisors
Kentucky
$31K
GKIM
1074
GW&K Investment Management
Massachusetts
$31K +$903 +6 +3%
AIM
1075
Anchor Investment Management
South Carolina
$30.1K

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.