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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