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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
PW
1151
Paladin Wealth
Minnesota
$10.2K +$10.7K +66 New
GWSA
1152
Global Wealth Strategies & Associates
Colorado
$9.82K
LFG
1153
Larson Financial Group
Missouri
$9.79K +$1.45K +9 +17%
CIA
1154
Cape Investment Advisory
Georgia
$9.74K
WPA
1155
West Paces Advisors
Georgia
$9.74K
EFP
1156
EnRich Financial Partners
Wisconsin
$9.62K
MCM
1157
MV Capital Management
Maryland
$9.12K
VWA
1158
Valued Wealth Advisors
Utah
$9.12K
RFS
1159
Richardson Financial Services
Massachusetts
$8.96K +$4.52K +28 +93%
ETS
1160
ESL Trust Services
New York
$8.65K
TWD
1161
True Wealth Design
Ohio
$8.1K +$323 +2 +4%
DWM
1162
Dogwood Wealth Management
Kansas
$8.04K
FF
1163
Friedenthal Financial
New Jersey
$7.87K
LWA
1164
Lowe Wealth Advisors
Maryland
$7.79K
WOSD
1165
WFA of San Diego
California
$7.79K
FWM
1166
FSA Wealth Management
Massachusetts
$7.79K +$8.07K +50 New
CSC
1167
Caldwell Sutter Capital
California
$7.25K
GJIA
1168
Glass Jacobson Investment Advisors
Maryland
$7.17K
WTA
1169
Washington Trust Advisors
Massachusetts
$7.09K -$21.6K -134 -74%
S
1170
Sachetta
Massachusetts
$7.01K
NRG
1171
Nemes Rush Group
Michigan
$6.78K
MCA
1172
Maryland Capital Advisors
Maryland
$6.54K
CT
1173
Caldwell Trust
Florida
$6.31K +$6.62K +41 New
HWM
1174
HighMark Wealth Management
Minnesota
$6.13K -$1.13K -7 -15%
POIA
1175
Pin Oak Investment Advisors
Texas
$6K