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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
AA
1101
AlphaMark Advisors
Kentucky
$27K -$4.04K -25 -13%
RMC
1102
Resources Management Corp
Connecticut
$27K
BFPW
1103
BOK Financial Private Wealth
Colorado
$26.5K -$26.8K -166 -49%
KWAG
1104
Kiely Wealth Advisory Group
North Carolina
$26.2K
CTWM
1105
Cherry Tree Wealth Management
Minnesota
$26K
BWP
1106
Baldwin Wealth Partners
Massachusetts
$25.7K -$45.8K -284 -63%
TCM
1107
Tradewinds Capital Management
Washington
$24.9K
RBC
1108
Roble Belko & Company
Pennsylvania
$24K
BAM
1109
Byrne Asset Management
New Jersey
$23.4K
TH
1110
TCTC Holdings
Texas
$23.4K
WIM
1111
Westside Investment Management
California
$23.4K
FNWA
1112
Financial Network Wealth Advisors
Utah
$23.1K +$23.9K +148 New
CAM
1113
Creekmur Asset Management
Illinois
$22.5K
PFA
1114
Pathway Financial Advisers
Indiana
$22.1K
CIR
1115
Clear Investment Research
Georgia
$21.8K
TIM
1116
Tortoise Investment Management
New York
$21K
MWM
1117
Mascoma Wealth Management
New Hampshire
$20.6K
JGIA
1118
Jackson Grant Investment Advisers
Connecticut
$20.5K +$161 +1 +0.8%
DIP
1119
DT Investment Partners
Pennsylvania
$20.3K +$21K +130 New
RTC
1120
Riverview Trust Company
Washington
$20.3K +$21K +130 New
APC
1121
Aspire Private Capital
North Carolina
$19.6K
PP
1122
Pingora Partners
Wyoming
$19.5K
HGA
1123
Hobbs Group Advisors
South Carolina
$18.9K -$16.1K -100 -45%
CBT
1124
CoreFirst Bank & Trust
Kansas
$18.7K +$19.4K +120 New
AWM
1125
Abound Wealth Management
Tennessee
$17.8K -$969 -6 -5%