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AZPN

Aspen Technology Inc

Delisted

AZPN was delisted on the 11th of March, 2025.

424 hedge funds and large institutions have $6.99B invested in Aspen Technology Inc in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.75M

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

21% more capital invested

Capital invested by funds: $5.79B → $6.99B (+$1.2B)

14% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 142

8% more funds holding

Funds holding: 394424 (+30)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
162
Reduced
142
Closed
33
Calls
$9.19M
Puts
$2.75M
Net Calls
+$6.45M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$56.5M -$21.8M -103,760 -31%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$56.3M -$6.57M -31,254 -12%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$55.3M +$39.1K +186 +0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$49.8M +$1.87M +8,870 +4%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$49.8M +$34M +161,834 +347%
Northern Trust
31
Northern Trust
Illinois
$48.5M -$2.7M -12,842 -6%
ACM
32
American Capital Management
New York
$46.6M +$22.1M +105,254 +117%
TCCM
33
Two Creeks Capital Management
New York
$46.3M -$46.5M -221,254 -53%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$45.6M +$1.84M +8,762 +5%
Fisher Asset Management
35
Fisher Asset Management
Washington
$44.7M +$2.17M +10,325 +6%
Bank of America
36
Bank of America
North Carolina
$44.5M +$12.1M +57,452 +45%
TCM
37
TimesSquare Capital Management
New York
$40.9M -$5.85M -27,798 -14%
Charles Schwab
38
Charles Schwab
California
$40.1M +$2.17M +10,327 +7%
BBHC
39
Brown Brothers Harriman & Co
New York
$39.7M +$8.29M +39,396 +31%
WP
40
Woodline Partners
California
$38.8M +$16.2M +77,052 +90%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$36.3M -$3.72M -17,691 -10%
JSP
42
Jackson Square Partners
California
$35.2M -$16.6M -78,830 -35%
ACB
43
Aristotle Capital Boston
Massachusetts
$30M -$347K -1,651 -1%
Principal Financial Group
44
Principal Financial Group
Iowa
$29.3M -$3.74M -17,776 -13%
Deutsche Bank
45
Deutsche Bank
Germany
$26.9M -$18.8M -89,283 -44%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$26.6M -$15.4M -73,286 -40%
Legal & General Group
47
Legal & General Group
United Kingdom
$23.6M +$1.28M +6,067 +7%
Stifel Financial
48
Stifel Financial
Missouri
$23.2M -$23.3K -111 -0.1%
CET
49
Clean Energy Transition
United Kingdom
$23M -$1.9M -9,051 -9%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$22.9M -$1.27M -6,021 -6%

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2024, worth a combined $6.99B — up 21% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZPN positions and 33 closed out — a net gain of 35 holders — while 162 added to existing stakes and 142 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36M. The largest seller was Two Creeks Capital Management, cutting an estimated $46.5M.

  • 424 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2024, up from 394 in Q2 2024.
  • Funds reported $6.99B of Aspen Technology Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 68 funds opened new Aspen Technology Inc positions in Q3 2024 and 33 closed out, a net change of +35 holders.
  • The largest Aspen Technology Inc buyer in Q3 2024 was JP Morgan Chase, an estimated $36M added.
  • The largest Aspen Technology Inc seller in Q3 2024 was Two Creeks Capital Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2024.