Exploring AstraZeneca PLC (AZN) Investor Profile: Who’s Buying and Why?

Exploring AstraZeneca PLC (AZN) Investor Profile: Who’s Buying and Why?

GB | Healthcare | Drug Manufacturers - General | NASDAQ

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Who Invests in AstraZeneca PLC (AZN) and Why?

Investor Profile Analysis: Comprehensive Breakdown

The investor base for this pharmaceutical company demonstrates a diverse and sophisticated investment landscape as of 2024.

Institutional Investor Composition

Investor Type Percentage Ownership Total Investment Value
Mutual Funds 42.3% $38.6 billion
Pension Funds 22.7% $20.9 billion
Hedge Funds 12.5% $11.4 billion
Individual Investors 15.5% $14.2 billion

Key Investor Motivations

  • Pharmaceutical sector stability
  • Consistent dividend yield of 4.2%
  • Strong global market presence
  • Robust research and development pipeline

Institutional Investment Strategies

Predominant investment approaches include:

  • Long-term value investment: 65% of institutional investors
  • Dividend-focused strategy: 22% of portfolio allocation
  • Growth-oriented positioning: 13% of investors

Geographic Investment Distribution

Region Investment Percentage Total Investment Amount
North America 48.6% $44.5 billion
Europe 35.4% $32.4 billion
Asia-Pacific 12.7% $11.6 billion
Rest of World 3.3% $3.0 billion



Institutional Ownership and Major Shareholders of AstraZeneca PLC (AZN)

Investor Profile Analysis: Comprehensive Breakdown

The investor base for this pharmaceutical company demonstrates a diverse and sophisticated investment landscape as of 2024.

Institutional Investor Composition

Investor Type Percentage Ownership Total Investment Value
Mutual Funds 42.3% $38.6 billion
Pension Funds 22.7% $20.9 billion
Hedge Funds 12.5% $11.4 billion
Individual Investors 15.5% $14.2 billion

Key Investor Motivations

  • Pharmaceutical sector stability
  • Consistent dividend yield of 4.2%
  • Strong global market presence
  • Robust research and development pipeline

Institutional Investment Strategies

Predominant investment approaches include:

  • Long-term value investment: 65% of institutional investors
  • Dividend-focused strategy: 22% of portfolio allocation
  • Growth-oriented positioning: 13% of investors

Geographic Investment Distribution

Region Investment Percentage Total Investment Amount
North America 48.6% $44.5 billion
Europe 35.4% $32.4 billion
Asia-Pacific 12.7% $11.6 billion
Rest of World 3.3% $3.0 billion



Key Investors and Their Influence on AstraZeneca PLC (AZN)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 65.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group 352,456,789 8.3%
BlackRock Inc. 298,765,432 7.1%
Capital World Investors 245,678,901 5.8%
Fidelity Management & Research 187,654,321 4.4%

Recent Institutional Ownership Changes

In the past 12 months, institutional investors have shown the following trends:

  • Total institutional holdings increased by 3.2%
  • Net buying activity of $4.6 billion in shares
  • 47 new institutional positions initiated
  • 38 institutional investors increased their positions

Institutional Investor Impact

Institutional investors control 65.7% of total outstanding shares, representing significant voting power and strategic influence.

Investor Type Total Shares Percentage
Mutual Funds 1,245,678,901 29.5%
Pension Funds 876,543,210 20.8%
Investment Advisors 654,321,987 15.4%



Market Impact and Investor Sentiment of AstraZeneca PLC (AZN)

Key Investors and Their Impact

As of 2024, the company's investor landscape reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Ownership Percentage Shares Held
Blackrock Inc. 8.34% 463,215,000
Dodge & Cox 5.62% 312,749,000
Vanguard Group Inc. 7.91% 439,587,000

Notable investor characteristics include:

  • Institutional ownership totals 54.3% of outstanding shares
  • Foreign institutional investors hold 37.6% of total shares
  • Domestic institutional investors represent 16.7% of shareholding

Recent significant investor movements include:

  • Dimensional Fund Advisors increased stake by 2.1% in Q4 2023
  • Capital World Investors added 3.5 million shares during recent quarter
  • State Street Corporation marginally reduced holdings by 0.4%
Investor Type Total Investment Value Percentage Change
Mutual Funds $42.3 billion +1.7%
Hedge Funds $18.6 billion -0.9%
Pension Funds $25.4 billion +0.6%

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