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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
PAMP
151
Polar Asset Management Partners
Ontario, Canada
$12.8M +$13.6M +97,400 New
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$12.8M -$357K -2,553 -3%
Corient Private Wealth
153
Corient Private Wealth
Florida
$12.6M +$623K +4,447 +5%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$12.6M -$62.3K -445 -0.5%
AGP
155
Artia Global Partners
Florida
$12.5M
FFA
156
First Foundation Advisors
California
$12.5M -$997K -7,120 -7%
UBS AM
157
UBS AM
Illinois
$12M +$12.8M +91,774 New
CTI
158
Community Trust & Investment
Kentucky
$12M +$623K +4,452 +5%
SWP
159
Strategic Wealth Partners
Ohio
$11.8M +$4.29M +30,630 +63%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$11.7M -$1.92M -13,715 -13%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$11.7M +$1.36M +9,742 +12%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$11.1M -$23.6M -168,245 -66%
MCM
163
Marathon Capital Management
Maryland
$11M +$356K +2,540 +3%
SIA
164
Sit Investment Associates
Minnesota
$10.9M -$5.11M -36,525 -30%
ACA
165
Anchor Capital Advisors
Massachusetts
$10.8M -$111K -795 -1%
CFB
166
Cullen/Frost Bankers
Texas
$10.8M +$831K +5,936 +8%
Deutsche Bank
167
Deutsche Bank
Germany
$10.8M +$423K +3,019 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.7M +$3.56M +25,422 +45%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$10.5M +$11.2M +80,062 New
HR
170
Howe & Rusling
New York
$10.3M +$2.57M +18,327 +31%
Osaic Holdings
171
Osaic Holdings
Arizona
$10.2M -$3.53M -25,214 -24%
HCM
172
Hilton Capital Management
New York
$10.2M -$1.41M -10,087 -11%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$10.1M +$6.52M +46,536 +154%
PNC
174
Park National Corp
Ohio
$10.1M +$63.7K +455 +0.6%
ZAM
175
Zevin Asset Management
Massachusetts
$10M +$1.31M +9,388 +14%

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.