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AZPN

ASPEN TECHNOLOGY INC

Delisted

AZPN was delisted on the 15th of February, 2008.

277 hedge funds and large institutions have $5.73B invested in ASPEN TECHNOLOGY INC in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $6.68M | Put options by funds: $3.67M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $4.81B → $5.73B (+$920M)

1% more funds holding

Funds holding: 275277 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 107

Holders
277
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
86
Reduced
107
Closed
34
Calls
$6.68M
Puts
$3.67M
Net Calls
+$3.01M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
251
Macquarie Group
Australia
$24K +$24K +300 New
WEC
252
Winslow Evans & Crocker
Massachusetts
$24K
SWP
253
Stratos Wealth Partners
Ohio
$22K
TL
254
TrueWealth LLC
Georgia
$21K
Walleye Trading
255
Walleye Trading
New York
$18K +$18K +233 New
FANJ
256
Financial Architects (New Jersey)
New Jersey
$17K
LFA
257
Legacy Financial Advisors
Kentucky
$15K
VFA
258
Valeo Financial Advisors
Indiana
$15K +$12.9K +160 +615%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$13K
TWA
260
TCI Wealth Advisors
Arizona
$12K
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$10K
CMBA
262
C.M. Bidwell & Associates
Hawaii
$8K
LF
263
Lee Financial
Texas
$8K +$8K +103 New
PCG
264
Private Capital Group
Connecticut
$7K -$29.6K -360 -81%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$7K
APA
266
American Portfolios Advisors
New York
$6.79K
HR
267
Howe & Rusling
New York
$6K -$2.71K -37 -31%
JWA
268
JFS Wealth Advisors
Pennsylvania
$6K
S
269
SignatureFD
Georgia
$6K +$6K +76 New
SWM
270
SeaCrest Wealth Management
New York
$5K +$2.98K +40 +148%
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
$3K -$979K -11,096 -100%
FRA
272
Front Row Advisors
California
$3K
IA
273
IFP Advisors
Florida
$2K
PHK
274
Point72 Hong Kong
Hong Kong
$2K +$2K +23 New
MOS
275
MGO One Seven
Ohio
$1K

AZPN Hedge Fund Activity: Q1 2018 in Review

277 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ASPEN TECHNOLOGY INC (AZPN) for Q1 2018, worth a combined $5.73B — up 19% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AZPN positions and 34 closed out — a net gain of 7 holders — while 86 added to existing stakes and 107 trimmed.

The largest buyer was Ameriprise, adding an estimated $69.6M. The largest seller was Fidelity Investments, cutting an estimated $50.3M.

  • 277 institutional investors held ASPEN TECHNOLOGY INC (AZPN) as of Q1 2018, up from 275 in Q4 2017.
  • Funds reported $5.73B of ASPEN TECHNOLOGY INC stock for Q1 2018, up 19% quarter-over-quarter.
  • 41 funds opened new ASPEN TECHNOLOGY INC positions in Q1 2018 and 34 closed out, a net change of +7 holders.
  • The largest ASPEN TECHNOLOGY INC buyer in Q1 2018 was Ameriprise, an estimated $69.6M added.
  • The largest ASPEN TECHNOLOGY INC seller in Q1 2018 was Fidelity Investments, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2018.