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AstraZeneca
AZN

1,211 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 504 increasing their positions, 331 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 70

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

52% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 331

49% more call options, than puts

Call options by funds: $500M | Put options by funds: $336M

15% more capital invested

Capital invested by funds: $33.8B → $39B (+$5.23B)

6% more funds holding

Funds holding: 1,141 → 1,211 (+70)

0.05% more ownership

Funds ownership: 16.06% → 16.11% (+0.05%)

Holders
1,211
Holders Change
+70
Holders Change %
+6.13%
% of All Funds
17.49%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.27%
New
155
Increased
504
Reduced
331
Closed
70
Calls
$500M
Puts
$336M
Net Calls
+$165M
Net Calls Change
+$155M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$276M
2
GQG Partners
GQG Partners
Florida
+$209M
3
Bank of America
Bank of America
North Carolina
+$206M
4
Capital International Investors
Capital International Investors
California
+$164M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$643M
2
Capital World Investors
Capital World Investors
California
-$234M
3
Holocene Advisors
Holocene Advisors
New York
-$222M
4
Millennium Management
Millennium Management
New York
-$215M
5
Morgan Stanley
Morgan Stanley
New York
-$203M
Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
1176
Northwest Bank & Trust
Iowa
$4.29K – – –
PP
1177
Pacifica Partners
Canada
$4.22K – – –
CFD
1178
Creative Financial Designs
Indiana
$4.13K – – –
SHIM
1179
Stone House Investment Management
Pennsylvania
$3.51K – – –
WAS
1180
Winch Advisory Services
Wisconsin
$3.34K – – –
CPBTD
1181
Central Pacific Bank - Trust Division
Hawaii
$3.28K – – –
CAM
1182
ClariVest Asset Management
California
$3.13K – – –
IHWM
1183
Iron Horse Wealth Management
Iowa
$3.12K – – –
KFS
1184
Kelly Financial Services
Massachusetts
$2.85K – – –
BL
1185
BFSG LLC
California
$2.81K – – –
TJHA
1186
Thomas J. Herzfeld Advisors
Florida
$2.73K +$2.71K +18 New
PSB
1187
Piscataqua Savings Bank
New Hampshire
$2.73K -$2.26K -15 -45%
MIA
1188
MeadowBrook Investment Advisors
Michigan
$2.42K – – –
AWM
1189
Atticus Wealth Management
Florida
$2.34K -$451 -3 -17%
EWP
1190
Elevation Wealth Partners
California
$2.18K – – –
DMIC
1191
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.11K +$2.11K +14 New
FPB
1192
First PREMIER Bank
South Dakota
$2K – – –
JFGIW
1193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79K -$1.2K -8 -40%
BFA
1194
Brown Financial Advisors
Ohio
$1.79K +$1.81K +12 New
OW
1195
Olistico Wealth
Oklahoma
$1.64K +$1.66K +11 New
ZRP
1196
Zynergy Retirement Planning
New Jersey
$1.64K +$1.66K +11 New
GIM
1197
Gold Investment Management
Alberta, Canada
$1.56K – – –
SC
1198
Solstein Capital
California
$1.48K – – –
CTA
1199
Colonial Trust Advisors
South Carolina
$1.4K -$7.67K -51 -85%
DP
1200
Denver PWM
Colorado
$1.09K +$1.05K +7 New
46 47
48
49 50

AZN Hedge Fund Activity: Q2 2024 in Review

1,211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2024, worth a combined $39B — up 15% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new AZN positions and 70 closed out — a net gain of 85 holders — while 504 added to existing stakes and 331 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Wellington Management Group, cutting an estimated $643M.

  • 1,211 institutional investors held AstraZeneca (AZN) as of Q2 2024, up from 1,141 in Q1 2024.
  • Funds reported $39B of AstraZeneca stock for Q2 2024, up 15% quarter-over-quarter.
  • 155 funds opened new AstraZeneca positions in Q2 2024 and 70 closed out, a net change of +85 holders.
  • The largest AstraZeneca buyer in Q2 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest AstraZeneca seller in Q2 2024 was Wellington Management Group, an estimated $643M sold.

Based on aggregated 13F filings for Q2 2024.