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AstraZeneca
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Overview Fund Activity

1,207 hedge funds and large institutions have $34.1B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 421 increasing their positions, 427 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-13
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
163
Increased
421
Reduced
427
Closed
152
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.13B
2
Holocene Advisors
Holocene Advisors
New York
$282M
3
Marshall Wace
Marshall Wace
United Kingdom
$254M
4
Citadel Advisors
Citadel Advisors
Florida
$277M
5
Boston Partners
Boston Partners
Massachusetts
$243M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$9.38M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$116M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.95B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$67.2M
5
Bank of America
Bank of America
North Carolina
$1.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
1251
Financial Counselors Inc
Kansas
– -$532K -6,833 Closed
SWA
1252
Stratos Wealth Advisors
Ohio
– -$522K -6,699 Closed
SWP
1253
Significant Wealth Partners
Illinois
– -$504K -6,469 Closed
OAC
1254
OMERS Administration Corp
Ontario, Canada
– -$499K -6,400 Closed
PP
1255
Prudential plc
United Kingdom
– -$492K -6,310 Closed
DWP
1256
Daymark Wealth Partners
Ohio
– -$462K -5,924 Closed
FA
1257
Faithward Advisors
Pennsylvania
– -$460K -5,900 Closed
BPWM
1258
Badgley Phelps Wealth Managers
Washington
– -$453K -5,808 Closed
AO
1259
Advisor OS
Illinois
– -$410K -5,260 Closed
LIP
1260
Lighthouse Investment Partners
Florida
– -$390K -5,000 Closed
RSWM
1261
Robertson Stephens Wealth Management
California
– -$385K -4,940 Closed
BIM
1262
Baldwin Investment Management
Pennsylvania
– -$363K -4,656 Closed
CAM
1263
Cypress Asset Management
Texas
– -$362K -4,645 Closed
CAI
1264
Capital Advisors Inc
Oklahoma
– -$346K -4,436 Closed
CS
1265
Cannell & Spears
New York
– -$321K -4,126 Closed
HFP
1266
Holistic Financial Partners
Indiana
– -$318K -4,080 Closed
LCGC
1267
Legacy Capital Group California
California
– -$294K -3,769 Closed
GHAM
1268
Gilman Hill Asset Management
Connecticut
– -$289K -3,703 Closed
WP
1269
WMS Partners
Maryland
– -$287K -3,678 Closed
BBW
1270
Blue Barn Wealth
Utah
– -$273K -3,504 Closed
CAMG
1271
CWA Asset Management Group
Florida
– -$266K -3,412 Closed
TWA
1272
Talisman Wealth Advisors
New Jersey
– -$249K -3,205 Closed
S
1273
Sunpointe
Missouri
– -$249K -3,190 Closed
BCG
1274
Breakwater Capital Group
New Jersey
– -$247K -3,176 Closed
GWA
1275
GGM Wealth Advisors
Maryland
– -$246K -3,160 Closed
49 50
51
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