AstraZeneca PLC (AZN) Bundle
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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