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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
SWA
1126
SOA Wealth Advisors
New York
$17.7K +$161 +1 +0.9%
CWM
1127
CarsonAllaria Wealth Management
Illinois
$17K -$25.7K -159 -59%
OIA
1128
Optimum Investment Advisors
Illinois
$16.5K -$56.5K -350 -77%
FC
1129
Fairscale Capital
New Hampshire
$16.5K
WAG
1130
Wiser Advisor Group
Arizona
$16.4K -$161 -1 -0.9%
CWC
1131
Carolinas Wealth Consulting
North Carolina
$16.1K -$323 -2 -2%
CPG
1132
Cornerstone Planning Group
New Jersey
$16K +$2.1K +13 +14%
BAM
1133
Bellevue Asset Management
Washington
$15.6K
AP
1134
Atwood & Palmer
Missouri
$15.6K
MTIC
1135
Missouri Trust & Investment Company
Missouri
$15.6K
OSNBOA
1136
Old Second National Bank of Aurora
Illinois
$15.6K
HWP
1137
Highline Wealth Partners
California
$15.5K +$7.1K +44 +79%
PWMG
1138
Prestige Wealth Management Group
New Jersey
$15.3K -$969 -6 -6%
BIA
1139
Bell Investment Advisors
California
$14.5K
DJSG
1140
D.J. St. Germain
Massachusetts
$14.3K +$3.55K +22 +31%
BSB
1141
Bangor Savings Bank
Maine
$13.2K
SCA
1142
Stuart Chaussee & Associates
California
$12.9K
Asset Management One
1143
Asset Management One
Japan
$12.1K +$323 +2 +3%
IHWM
1144
Iron Horse Wealth Management
Iowa
$11.9K +$9.2K +57 +285%
FCT
1145
First Community Trust
Iowa
$11.7K
Zurich Cantonal Bank
1146
Zurich Cantonal Bank
Switzerland
$11.7K
RWM
1147
Reston Wealth Management
Virginia
$11.6K +$12.1K +75 New
B
1148
Birchbrook
Maine
$11.5K
PA
1149
PSI Advisors
Florida
$10.7K
CJ
1150
Caitlin John
Michigan
$10.5K -$3.23K -20 -20%