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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
SPIA
201
Steward Partners Investment Advisory
New York
$7.33M +$70.1K +466 +1%
TRCT
202
Tower Research Capital (TRC)
New York
$7.3M +$5.7M +37,897 +425%
SWP
203
Strategic Wealth Partners
Ohio
$7.28M +$313K +2,079 +5%
TI
204
Trexquant Investment
Connecticut
$7.09M +$6.84M +45,441 New
Nomura Asset Management
205
Nomura Asset Management
Japan
$7.06M +$35.7K +237 +0.5%
FFP
206
FourThought Financial Partners
Florida
$6.93M +$8.58K +57 +0.1%
OAM
207
Oppenheimer Asset Management
New York
$6.91M +$90.6K +602 +1%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.88M
CIBC World Market
209
CIBC World Market
Ontario, Canada
$6.83M +$4.08M +27,128 +163%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$6.72M +$131K +869 +2%
WIM
211
WealthPlan Investment Management
Nebraska
$6.67M -$961K -6,389 -13%
VPIM
212
Vanguard Personalized Indexing Management
California
$6.59M +$2.4M +15,947 +52%
JIR
213
James Investment Research
Ohio
$6.52M -$844K -5,611 -12%
PF
214
Phoenix Financial
Israel
$6.5M -$796K -5,291 -11%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$6.39M +$5.27K +35 +0.1%
BOPW
216
Brandywine Oak Private Wealth
Pennsylvania
$6.27M -$296K -1,966 -5%
ST
217
SAL Trading
Pennsylvania
$6.14M +$3.67M +24,400 +163%
TCA
218
Transcend Capital Advisors
New Jersey
$6.08M +$4.24M +28,198 +262%
LCM
219
Laurion Capital Management
New York
$6.07M +$5.86M +38,940 New
HIP
220
HUB Investment Partners
Texas
$6.04M +$1.07M +7,119 +23%
LNWWM
221
Laird Norton Wetherby Wealth Management
California
$5.87M +$170K +1,129 +3%
Sumitomo Mitsui Trust Group
222
Sumitomo Mitsui Trust Group
Japan
$5.83M -$313K -2,079 -5%
VAS
223
Valicenti Advisory Services
New York
$5.81M -$240K -1,595 -4%
M
224
MOTCO
Texas
$5.81M -$158K -1,049 -3%
WB
225
WesBanco Bank
West Virginia
$5.73M -$36.4K -242 -0.7%

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.