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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
QCM
201
Quantinno Capital Management
New York
$7.54M -$1.78M -12,748 -18%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$7.4M -$119M -851,194 -94%
MIF
203
Mediolanum International Funds
Ireland
$7.39M -$16.6M -118,545 -68%
QIM
204
Quantitative Investment Management
Virginia
$7.18M +$7.67M +54,794 New
BAMCO Inc
205
BAMCO Inc
New York
$7.05M -$1.79M -12,796 -19%
WB
206
WesBanco Bank
West Virginia
$6.89M +$1.85M +13,195 +34%
AI
207
Atria Investments
North Carolina
$6.79M -$223K -1,590 -3%
EP
208
Eversept Partners
New York
$6.73M +$7.19M +51,331 New
OAM
209
Oppenheimer Asset Management
New York
$6.72M +$746K +5,327 +12%
PFS
210
Prospera Financial Services
Texas
$6.72M -$48.2K -344 -0.7%
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$6.68M -$3.33M -23,795 -32%
AAS
212
Avantax Advisory Services
Texas
$6.68M -$384K -2,741 -5%
AC
213
Armistice Capital
New York
$6.55M +$7M +50,000 New
FAM
214
Fred Alger Management
New York
$6.46M -$18.1M -129,491 -72%
EI
215
Ethic Inc
New York
$6.4M +$453K +3,237 +7%
VPIM
216
Vanguard Personalized Indexing Management
California
$6.37M +$40.3K +288 +0.6%
PNAA
217
Pictet North America Advisors
Switzerland
$6.26M +$4.56M +32,568 +214%
HIP
218
HUB Investment Partners
Texas
$6.16M +$548K +3,917 +9%
P
219
&Partners
Tennessee
$6.08M +$2.63M +18,790 +69%
FFP
220
FourThought Financial Partners
Florida
$5.89M +$129K +922 +2%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$5.83M -$243K -1,737 -4%
TC
222
TownSquare Capital
Utah
$5.8M +$154K +1,103 +3%
WIM
223
WealthPlan Investment Management
Nebraska
$5.79M +$282K +2,013 +5%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.78M
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$5.64M -$717K -5,120 -11%

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.