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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
BCM
1201
Blume Capital Management
California
$2.88K +$3.07K +19 New
BL
1202
BFSG LLC
California
$2.81K
PCWA
1203
Pacific Capital Wealth Advisors
California
$2.73K +$2.91K +18 New
FFO
1204
Fortitude Family Office
Arizona
$2.35K +$1.61K +10 +200%
AWM
1205
Atticus Wealth Management
Florida
$2.26K
EWP
1206
Elevation Wealth Partners
California
$2.18K
VCM
1207
Versant Capital Management
Arizona
$2.1K -$35.2K -218 -94%
PIS
1208
POM Investment Strategies
North Carolina
$2.1K -$10K -62 -82%
OW
1209
Olistico Wealth
Oklahoma
$1.64K
ZRP
1210
Zynergy Retirement Planning
New Jersey
$1.64K
GIM
1211
Gold Investment Management
Alberta, Canada
$1.56K
SC
1212
Solstein Capital
California
$1.48K
CTA
1213
Colonial Trust Advisors
South Carolina
$1.4K
FFC
1214
First Financial Corp
Indiana
$1.32K -$4.68K -29 -76%
SWS
1215
SYSTM Wealth Solutions
Illinois
$1.01K -$814K -5,041 -100%
W
1216
WealthCollab
Washington
$1.01K
HI
1217
Hoey Investments
Pennsylvania
$936
AFS
1218
Annapolis Financial Services
Maryland
$935 +$969 +6 New
TFM
1219
TFC Financial Management
Massachusetts
$780
MA
1220
Montag & Associates
Georgia
$780 +$807 +5 New
OA
1221
Operose Advisors
Wisconsin
$779
SIC
1222
SJS Investment Consulting
Ohio
$624
WBC
1223
West Branch Capital
Massachusetts
$611 +$646 +4 New
IRAG
1224
Investment Research & Advisory Group
Georgia
$312 +$323 +2 New
LG
1225
LAM Group
Oregon
$156