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AstraZeneca

1,229 hedge funds and large institutions have $39.1B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 496 increasing their positions, 396 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $485M | Put options by funds: $334M

31% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 89

25% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 396

1% more funds holding

Funds holding: 1,2111,229 (+18)

0% more capital invested

Capital invested by funds: $39B → $39.1B (+$45.6M)

0.03% more ownership

Funds ownership: 16.11%16.15% (+0.03%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,229
Holders Change
+18
Holders Change %
+1.49%
% of All Funds
17.65%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.24%
New
117
Increased
496
Reduced
396
Closed
89
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Strategic Wealth Partners
Ohio
$7.61M +$348K +2,156 +5%
VPIM
202
Vanguard Personalized Indexing Management
California
$7.53M +$255K +1,577 +3%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$7.51M +$825K +5,112 +12%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$7.38M +$575K +3,561 +8%
SPIA
205
Steward Partners Investment Advisory
New York
$7.34M +$18.6K +115 +0.2%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$7.21M -$291K -1,801 -4%
OAM
207
Oppenheimer Asset Management
New York
$7.17M +$271K +1,679 +4%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.87M
FFP
209
FourThought Financial Partners
Florida
$6.86M -$68.3K -423 -1%
Nomura Asset Management
210
Nomura Asset Management
Japan
$6.79M -$276K -1,707 -4%
TC
211
TownSquare Capital
Utah
$6.73M +$2.5M +15,477 +56%
HIP
212
HUB Investment Partners
Texas
$6.72M +$708K +4,383 +11%
Sumitomo Mitsui Trust Group
213
Sumitomo Mitsui Trust Group
Japan
$6.58M +$791K +4,898 +13%
WIM
214
WealthPlan Investment Management
Nebraska
$6.58M -$93.5K -579 -1%
RWM
215
Ritholtz Wealth Management
New York
$6.49M +$1.38M +8,551 +26%
JIR
216
James Investment Research
Ohio
$6.47M -$42.6K -264 -0.6%
KAS
217
Kestra Advisory Services
Texas
$6.34M -$1.14M -7,080 -15%
DekaBank Deutsche Girozentrale
218
DekaBank Deutsche Girozentrale
Germany
$6.34M +$5.81K +36 +0.1%
EI
219
Ethic Inc
New York
$6.17M -$1.34M -8,303 -15%
WB
220
WesBanco Bank
West Virginia
$6.13M +$422K +2,616 +7%
TCA
221
Transcend Capital Advisors
New Jersey
$6.08M +$8.55K +53 +0.1%
QT
222
Quantbot Technologies
New York
$6.06M +$6.28M +38,888 New
LNWWM
223
Laird Norton Wetherby Wealth Management
California
$6M +$148K +917 +2%
VAS
224
Valicenti Advisory Services
New York
$5.91M +$103K +635 +2%
GF
225
Gabelli Funds
New York
$5.7M -$1.61K -10 -0%