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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 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

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

33% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 88

25% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 396

2% more funds holding

Funds holding: 1,2101,229 (+19)

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
+19
Holders Change %
+1.57%
% 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
88
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.9B -$165M -1,023,540 -3%
Primecap Management
2
Primecap Management
California
$3.27B -$49.8M -308,595 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.9B -$268M -1,661,417 -8%
Capital International Investors
4
Capital International Investors
California
$2.87B +$9.48M +58,717 +0.3%
Bank of America
5
Bank of America
North Carolina
$2.02B +$808M +5,005,051 +63%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.8B +$20.9M +129,239 +1%
Franklin Resources
7
Franklin Resources
California
$1.49B +$123M +761,358 +9%
Sanders Capital
8
Sanders Capital
Florida
$1.17B +$2.35M +14,575 +0.2%
Jennison Associates
9
Jennison Associates
New York
$1.17B -$166M -1,029,554 -12%
Morgan Stanley
10
Morgan Stanley
New York
$999M +$34.3M +212,300 +3%
Goldman Sachs
11
Goldman Sachs
New York
$939M -$36.3M -225,032 -4%
Fisher Asset Management
12
Fisher Asset Management
Washington
$817M +$42.3M +262,087 +5%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$708M -$9.88M -61,215 -1%
Capital World Investors
14
Capital World Investors
California
$487M +$189K +1,171 +0%
BlackRock
15
BlackRock
New York
$479M -$70.1M -434,328 -12%
GQG Partners
16
GQG Partners
Florida
$427M +$200M +1,237,779 +83%
JP Morgan Chase
17
JP Morgan Chase
New York
$415M +$84.6M +524,145 +25%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$408M -$14M -86,770 -3%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$393M -$21.5M -133,129 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$365M +$19.5M +120,631 +5%
Ameriprise
21
Ameriprise
Minnesota
$334M -$48M -297,604 -12%
WCM Investment Management
22
WCM Investment Management
California
$306M -$3.86M -23,912 -1%
Northern Trust
23
Northern Trust
Illinois
$291M -$2.27M -14,036 -0.7%
ClearBridge Investments
24
ClearBridge Investments
New York
$279M +$14.5M +89,762 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$274M +$8.06M +49,930 +3%