We are live on ! Find out more
AZN icon

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
BWP
126
Barlow Wealth Partners
Kentucky
$18.8M +$6.97M +46,333 +65%
FLPIM
127
F.L. Putnam Investment Management
Massachusetts
$18.3M -$3.23M -21,436 -15%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$18.2M +$68.5K +455 +0.4%
CIBC Asset Management
129
CIBC Asset Management
Ontario, Canada
$18.2M -$52.8K -351 -0.3%
William Blair & Company
130
William Blair & Company
Illinois
$17.9M -$445K -2,960 -3%
FFA
131
First Foundation Advisors
California
$17.7M +$276K +1,834 +2%
GC
132
Guggenheim Capital
Illinois
$17.1M +$151K +1,003 +0.9%
US Bancorp
133
US Bancorp
Minnesota
$17M +$1.78M +11,797 +12%
DIA
134
Davidson Investment Advisors
Montana
$16.8M +$202K +1,341 +1%
AssetMark Inc
135
AssetMark Inc
California
$16.7M +$1.44M +9,596 +10%
BA
136
Bridgewater Associates
Connecticut
$16.3M +$8.27M +54,958 +111%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$16.3M +$428K +2,846 +3%
Creative Planning
138
Creative Planning
Kansas
$16.2M +$2.42M +16,066 +18%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M +$4.37M +29,019 +39%
Corient Private Wealth
140
Corient Private Wealth
Florida
$16M +$4.35M +28,905 +39%
BCMO
141
Buckingham Capital Management (Ohio)
Ohio
$16M -$232K -1,542 -1%
APM
142
Avidity Partners Management
Texas
$16M +$3.39M +22,500 +28%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$15.8M -$389K -2,582 -2%
ZP
144
Zimmer Partners
New York
$15.7M -$5.56M -36,950 -27%
QCM
145
QRG Capital Management
Illinois
$15.5M +$1.73M +11,520 +13%
AGP
146
Artia Global Partners
Florida
$14.9M
SFM
147
Sphera Funds Management
Israel
$14.8M
TIAA Trust, National Association
148
TIAA Trust, National Association
North Carolina
$14.6M -$3.68M -24,465 -21%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$342K +2,275 +3%
GT
150
Glenmede Trust
Pennsylvania
$14.4M -$420K -2,792 -3%

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.