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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
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$7.71M -$446K -2,119 -6%
Amundi
77
Amundi
France
$7.58M -$5.04M -23,979 -43%
CF
78
Corebridge Financial
Texas
$7.5M -$803K -3,819 -11%
LPL Financial
79
LPL Financial
California
$7.16M +$762K +3,624 +14%
NPA
80
Nichols & Pratt Advisers
Massachusetts
$7.11M -$143K -681 -2%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$7.08M
RCM
82
Rivermont Capital Management
New York
$6.97M -$3.6M -17,112 -37%
Franklin Resources
83
Franklin Resources
California
$6.91M +$164K +778 +3%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$6.83M -$147K -698 -2%
TC
85
TownSquare Capital
Utah
$6.82M +$23.1K +110 +0.4%
NW
86
NewEdge Wealth
Pennsylvania
$6.67M +$472K +2,242 +9%
Truist Financial
87
Truist Financial
North Carolina
$6.51M -$561K -2,668 -9%
VAS
88
Vestmark Advisory Solutions
Massachusetts
$6.36M +$231K +1,096 +4%
MCM
89
Moore Capital Management
New York
$6.12M -$5.12M -24,363 -49%
SBH
90
Segall Bryant & Hamill
Illinois
$6.08M +$5.35M +25,459 New
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$5.98M -$107K -508 -2%
Citigroup
92
Citigroup
New York
$5.55M +$670K +3,186 +16%
First Trust Advisors
93
First Trust Advisors
Illinois
$5.47M -$210K -998 -4%
BTW
94
Boston Trust Walden
Massachusetts
$5.46M +$240K +1,143 +5%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.41M -$346K -1,643 -7%
OCA
96
Otter Creek Advisors
Florida
$5.37M +$1.45M +6,900 +44%
APF
97
Alaska Permanent Fund
Alaska
$5.19M
CRC
98
Curi RMB Capital
Illinois
$5.08M +$16.6K +79 +0.4%
LOAMS
99
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.08M -$1.73M -8,209 -28%
DnB Asset Management
100
DnB Asset Management
Norway
$5.01M +$3.47M +16,491 +368%

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.