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AstraZeneca

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: 1219 (+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: 1,1411,211 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
1251
Handelsbanken Fonder
Sweden
-$266K -1,962 Closed
CRC
1252
Curi RMB Capital
Illinois
-$261K -1,923 Closed
ACGA
1253
Atlanta Consulting Group Advisors
Georgia
-$225K -1,658 Closed
PWA
1254
Pillar Wealth Advisors
Pennsylvania
-$221K -1,630 Closed
NJBEST
1255
New Jersey Better Educational Savings Trust
New Jersey
-$210K -1,550 Closed
FAM
1256
Formidable Asset Management
Ohio
-$137K -1,007 Closed
Group One Trading
1257
Group One Trading
Illinois
-$102K -681 Closed
HIIFS
1258
Harel Insurance Investments & Financial Services
Israel
-$51K -377 Closed
BIM
1259
Breakwater Investment Management
Washington
-$48.3K -357 Closed
PAM
1260
Palisade Asset Management
Minnesota
-$37.9K -280 Closed
IGWM
1261
ICA Group Wealth Management
Colorado
-$36.3K -268 Closed
CA
1262
CoreCap Advisors
Michigan
-$27.4K -202 Closed
FSWA
1263
Financial Synergies Wealth Advisors
Texas
-$23.5K -174 Closed
MFT
1264
Moisand Fitzgerald Tamayo
Florida
-$23.5K -173 Closed
DCP
1265
DSM Capital Partners
Florida
-$22.1K -163 Closed
NIC
1266
Northwest Investment Counselors
Oregon
-$21.8K -161 Closed
LWCFA
1267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$22.3K -159 Closed
FIM
1268
Fernwood Investment Management
Massachusetts
-$20.4K -151 Closed
CT
1269
Caldwell Trust
Florida
-$19.3K -143 Closed
CBT
1270
CoreFirst Bank & Trust
Kansas
-$16.3K -120 Closed
NCTC
1271
New Covenant Trust Company
Indiana
-$12.1K -90 Closed
PWMG
1272
Private Wealth Management Group
New Jersey
-$8.81K -65 Closed
FCAS
1273
First Command Advisory Services
Texas
-$6.78K -50 Closed
TC
1274
Truvestments Capital
Florida
-$6.64K -49 Closed
PO
1275
Private Ocean
California
-$5.96K -44 Closed

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.