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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.95B -$178M -1,270,304 -4%
Primecap Management
2
Primecap Management
California
$2.69B -$67.2M -480,259 -2%
Capital International Investors
3
Capital International Investors
California
$2.46B +$48M +343,004 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.43B -$14.6M -104,099 -0.6%
Bank of America
5
Bank of America
North Carolina
$1.57B -$129M -921,913 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.46B -$56.4M -402,965 -3%
Franklin Resources
7
Franklin Resources
California
$1.28B +$25.1M +178,947 +2%
Morgan Stanley
8
Morgan Stanley
New York
$1.13B +$313M +2,238,089 +35%
Jennison Associates
9
Jennison Associates
New York
$1.01B +$32.6M +233,208 +3%
Sanders Capital
10
Sanders Capital
Florida
$995M +$14.9M +106,150 +1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$718M +$33.6M +239,846 +5%
Goldman Sachs
12
Goldman Sachs
New York
$681M -$116M -828,844 -14%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$540M -$68.9M -492,181 -11%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$454M +$22.5K +161 +5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$373M +$31.9M +227,550 +9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$349M +$44.6M +318,268 +14%
JP Morgan Chase
17
JP Morgan Chase
New York
$344M -$5.25M -37,527 -1%
BlackRock
18
BlackRock
New York
$325M -$83.5M -596,356 -19%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$316M +$226M +1,617,437 +203%
Northern Trust
20
Northern Trust
Illinois
$307M +$66.6M +476,005 +25%
Ameriprise
21
Ameriprise
Minnesota
$306M +$27.3M +195,204 +9%
GQG Partners
22
GQG Partners
Florida
$287M -$77M -549,901 -20%
Holocene Advisors
23
Holocene Advisors
New York
$282M +$301M +2,150,201 New
Citadel Advisors
24
Citadel Advisors
Florida
$277M +$264M +1,887,183 +842%
Marshall Wace
25
Marshall Wace
United Kingdom
$254M +$271M +1,938,481 New

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.