AZN icon

AstraZeneca
AZN

Overview Fund Activity

1,220 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 397 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+16
Holders Change %
+1.33%
% of All Funds
17.65%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
115
Increased
496
Reduced
397
Closed
88
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$780M
2
GQG Partners
GQG Partners
Florida
+$193M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$121M
5
Franklin Resources
Franklin Resources
California
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
2
Holocene Advisors
Holocene Advisors
New York
-$197M
3
FCM
Farallon Capital Management
California
-$188M
4
Jennison Associates
Jennison Associates
New York
-$160M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1101
Westside Investment Management
California
$23.4K – – –
BAM
1102
Byrne Asset Management
New Jersey
$23.4K – – –
FNWA
1103
Financial Network Wealth Advisors
Utah
$23.1K +$23.1K +296 New
CAM
1104
Creekmur Asset Management
Illinois
$22.5K – – –
PFA
1105
Pathway Financial Advisers
Indiana
$22.1K – – –
CIR
1106
Clear Investment Research
Georgia
$21.8K – – –
TIM
1107
Tortoise Investment Management
New York
$21K – – –
MWM
1108
Mascoma Wealth Management
New Hampshire
$20.6K – – –
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
$20.5K +$156 +2 +0.8%
EBA
1110
Eagle Bay Advisors
New York
$20.3K +$935 +12 +5%
DIP
1111
DT Investment Partners
Pennsylvania
$20.3K +$20.3K +260 New
RTC
1112
Riverview Trust Company
Washington
$20.3K +$20.3K +260 New
APC
1113
Aspire Private Capital
North Carolina
$19.6K – – –
PP
1114
Pingora Partners
Wyoming
$19.5K – – –
HGA
1115
Hobbs Group Advisors
South Carolina
$18.9K -$15.6K -200 -45%
CBT
1116
CoreFirst Bank & Trust
Kansas
$18.7K +$18.7K +240 New
AWM
1117
Abound Wealth Management
Tennessee
$17.8K -$937 -12 -5%
SWA
1118
SOA Wealth Advisors
New York
$17.7K +$78 +1 +0.4%
CWM
1119
CarsonAllaria Wealth Management
Illinois
$17K -$24.8K -318 -59%
OIA
1120
Optimum Investment Advisors
Illinois
$16.5K -$54.5K -700 -77%
FC
1121
Fairscale Capital
New Hampshire
$16.5K – – –
WAG
1122
Wiser Advisor Group
Arizona
$16.4K -$78 -1 -0.5%
CWC
1123
Carolinas Wealth Consulting
North Carolina
$16.1K -$312 -4 -2%
CPG
1124
Cornerstone Planning Group
New Jersey
$16K +$1.96K +26 +14%
BAM
1125
Bellevue Asset Management
Washington
$15.6K – – –
43 44
45
46 47