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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
+$293M
2
Holocene Advisors
Holocene Advisors
New York
+$282M
3
Marshall Wace
Marshall Wace
United Kingdom
+$254M
4
Citadel Advisors
Citadel Advisors
Florida
+$247M
5
Boston Partners
Boston Partners
Massachusetts
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$401M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$134M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1326
Gerber Kawasaki Wealth & Investment Management
California
– -$203K -2,608 Closed
JFG
1327
Jefferies Financial Group
New York
– -$203K -2,607 Closed
BAAM
1328
Baker Avenue Asset Management
California
– -$203K -2,602 Closed
WMA
1329
West Michigan Advisors
Michigan
– -$203K -2,600 Closed
FCFC
1330
First Citizens Financial Corp
Iowa
– -$202K -2,596 Closed
FWM
1331
FMB Wealth Management
California
– -$201K -2,579 Closed
BTWM
1332
Brass Tax Wealth Management
Ohio
– -$200K -2,570 Closed
FCM
1333
Fourpath Capital Management
Oklahoma
– -$154K -1,977 Closed
JIP
1334
Jaffetilchin Investment Partners
Florida
– -$138K -1,770 Closed
IAS
1335
IMA Advisory Services
Colorado
– -$71.1K -912 Closed
SFCL
1336
Strengthening Families & Communities LLC
Massachusetts
– -$69.8K -895 Closed
GJWM
1337
Gilliland Jeter Wealth Management
Arkansas
– -$54.6K -701 Closed
ACM
1338
ADAR1 Capital Management
Texas
– -$54.5K -700 Closed
RWA
1339
Redmont Wealth Advisors
Illinois
– -$54.4K -698 Closed
ATS
1340
Ashton Thomas Securities
New York
– -$44.6K -573 Closed
NFA
1341
Northwest Financial Advisors
Virginia
– -$39.8K -511 Closed
CPA
1342
Capital Performance Advisors
California
– -$28.1K -361 Closed
WI
1343
Wintrust Investments
Illinois
– -$27K -354 Closed
BWP
1344
Baldwin Wealth Partners
Massachusetts
– -$25.7K -330 Closed
MFA
1345
McClarren Financial Advisors
Pennsylvania
– -$25 -324 Closed
TCM
1346
Tradewinds Capital Management
Washington
– -$24.9K -320 Closed
FNWA
1347
Financial Network Wealth Advisors
Utah
– -$23.1K -296 Closed
APC
1348
Aspire Private Capital
North Carolina
– -$19.6K -251 Closed
HGA
1349
Hobbs Group Advisors
South Carolina
– -$18.9K -243 Closed
OIA
1350
Optimum Investment Advisors
Illinois
– -$16.5K -212 Closed
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