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AstraZeneca
AZN

Overview Fund Activity

1,204 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 504 increasing their positions, 330 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+69
Holders Change %
+6.08%
% of All Funds
17.51%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
152
Increased
504
Reduced
330
Closed
68
Calls
$500M
Puts
$336M
Net Calls
+$165M
Net Calls Change
+$155M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$286M
2
GQG Partners
GQG Partners
Florida
+$217M
3
Bank of America
Bank of America
North Carolina
+$213M
4
Capital International Investors
Capital International Investors
California
+$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$667M
2
Capital World Investors
Capital World Investors
California
-$243M
3
Holocene Advisors
Holocene Advisors
New York
-$230M
4
Millennium Management
Millennium Management
New York
-$223M
5
Morgan Stanley
Morgan Stanley
New York
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
1126
Global Wealth Strategies & Associates
Colorado
$9.83K – – –
WPA
1127
West Paces Advisors
Georgia
$9.75K – – –
CIA
1128
Cape Investment Advisory
Georgia
$9.75K +$9.75K +125 New
EFP
1129
EnRich Financial Partners
Wisconsin
$9.57K – – –
CB
1130
CNB Bank
Pennsylvania
$9.28K – – –
VWA
1131
Valued Wealth Advisors
Utah
$9.13K – – –
MCM
1132
MV Capital Management
Maryland
$9.13K +$7.02K +90 +333%
HWP
1133
Highline Wealth Partners
California
$8.74K +$7.18K +92 +460%
GLR
1134
Great Lakes Retirement
Ohio
$8.74K +$8.74K +112 New
ETS
1135
ESL Trust Services
New York
$8.66K +$8.66K +111 New
TFF
1136
The Family Firm
Maryland
$8.5K +$8.5K +109 New
LFG
1137
Larson Financial Group
Missouri
$8.31K +$6.22K +80 +296%
DWM
1138
Dogwood Wealth Management
Kansas
$8.05K – – –
FF
1139
Friedenthal Financial
New Jersey
$7.88K – – –
NRG
1140
Nemes Rush Group
Michigan
$7.8K -$35.8K -459 -82%
ACM
1141
ADAR1 Capital Management
Texas
$7.8K -$7.8K -100 -50%
LWA
1142
Lowe Wealth Advisors
Maryland
$7.8K – – –
TWD
1143
True Wealth Design
Ohio
$7.8K +$2.65K +34 +52%
WOSD
1144
WFA of San Diego
California
$7.8K +$7.8K +100 New
WIA
1145
Wetzel Investment Advisors
Indiana
$7.39K -$14.2K -210 -66%
CSC
1146
Caldwell Sutter Capital
California
$7.25K – – –
HWM
1147
HighMark Wealth Management
Minnesota
$7.22K +$388 +5 +6%
UWS
1148
Unique Wealth Strategies
Illinois
$7.18K +$7.18K +106 New
GJIA
1149
Glass Jacobson Investment Advisors
Maryland
$7.18K – – –
S
1150
Sachetta
Massachusetts
$7.01K -$16K -205 -69%
44 45
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