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AstraZeneca

1,218 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 423 increasing their positions, 427 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $491M | Put options by funds: $354M

8% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 154

0.43% more ownership

Funds ownership: 16.15%16.58% (+0.43%)

1% less funds holding

Funds holding: 1,2291,218 (-11)

1% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 427

13% less capital invested

Capital invested by funds: $39.1B → $34.2B (-$4.9B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
16.04%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
167
Increased
423
Reduced
427
Closed
154
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$16M +$1.4M +10,004 +9%
Truist Financial
127
Truist Financial
North Carolina
$16M -$876K -6,258 -5%
M&T Bank
128
M&T Bank
New York
$15.9M -$555K -3,966 -3%
US Bancorp
129
US Bancorp
Minnesota
$15.7M +$477K +3,407 +3%
MIH
130
Meitav Investment House
Israel
$15.6M +$14.3M +102,500 +616%
AssetMark Inc
131
AssetMark Inc
California
$15.6M +$771K +5,510 +5%
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$15.4M -$256K -1,826 -2%
SC
133
Scotia Capital
Ontario, Canada
$15.2M -$12.7M -90,872 -44%
William Blair & Company
134
William Blair & Company
Illinois
$14.9M -$527K -3,766 -3%
DIA
135
Davidson Investment Advisors
Montana
$14.9M +$147K +1,048 +0.9%
Cerity Partners
136
Cerity Partners
New York
$14.9M +$590K +4,217 +4%
SFM
137
Sphera Funds Management
Israel
$14.7M +$2.45M +17,500 +18%
IHAM
138
Integral Health Asset Management
New York
$14.7M +$15.8M +112,500 New
QCM
139
QRG Capital Management
Illinois
$14.5M -$173K -1,239 -1%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$14.4M -$1.3M -9,301 -8%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1M -$1.13M -8,090 -7%
SG Americas Securities
142
SG Americas Securities
New York
$14M +$13.8M +98,386 +1,170%
Federated Hermes
143
Federated Hermes
Pennsylvania
$13.7M -$3.68M -26,264 -20%
Mariner
144
Mariner
Kansas
$13.5M +$1.82M +12,999 +14%
GC
145
Guggenheim Capital
Illinois
$13.1M -$549K -3,918 -4%
OFA
146
Oak Family Advisors
Illinois
$13M +$4.12M +29,417 +42%
BCMO
147
Buckingham Capital Management (Ohio)
Ohio
$12.9M +$175K +1,251 +1%
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9M -$510K -3,644 -4%
Voloridge Investment Management
149
Voloridge Investment Management
Florida
$12.9M -$17.6M -125,878 -56%
Rafferty Asset Management
150
Rafferty Asset Management
New York
$12.9M +$3.28M +23,459 +31%

AZN Hedge Fund Activity: Q4 2024 in Review

1,218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2024, worth a combined $34.2B — down 13% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AZN positions and 154 closed out — a net gain of 13 holders — while 423 added to existing stakes and 427 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Capital World Investors, cutting an estimated $428M.

  • 1,218 institutional investors held AstraZeneca (AZN) as of Q4 2024, down from 1,229 in Q3 2024.
  • Funds reported $34.2B of AstraZeneca stock for Q4 2024, down 13% quarter-over-quarter.
  • 167 funds opened new AstraZeneca positions in Q4 2024 and 154 closed out, a net change of +13 holders.
  • The largest AstraZeneca buyer in Q4 2024 was Morgan Stanley, an estimated $313M added.
  • The largest AstraZeneca seller in Q4 2024 was Capital World Investors, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2024.