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AZPN

ASPEN TECHNOLOGY INC

Delisted

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

357 hedge funds and large institutions have $8.78B invested in ASPEN TECHNOLOGY INC in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 137 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

52% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 90

10% more funds holding

Funds holding: 325357 (+32)

5% more capital invested

Capital invested by funds: $8.36B → $8.78B (+$426M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

30% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $23.4M

Holders
357
Holders Change
+32
Holders Change %
+9.85%
% of All Funds
6.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
67
Increased
137
Reduced
90
Closed
30
Calls
$16.4M
Puts
$23.4M
Net Calls
-$7M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
301
Interchange Capital Partners
Pennsylvania
$32K +$32K +247 New
SL
302
Savior LLC
Massachusetts
$31K
T
303
TOBAM
France
$31K
EI
304
Ellevest Inc
New York
$29K
GTAM
305
Global Trust Asset Management
Florida
$29K +$14K +109 +93%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$26K +$1.45K +11 +6%
AAM
307
Advisors Asset Management
Colorado
$20K -$6.23K -48 -24%
EWM
308
Endurance Wealth Management
Rhode Island
$20K
HNB
309
Huntington National Bank
Ohio
$20K
FHA
310
First Horizon Advisors
Tennessee
$19K
CFGS
311
Concourse Financial Group Securities
Alabama
$18K +$9.38K +74 +109%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$17K
Group One Trading
313
Group One Trading
Illinois
$15K +$15K +112 New
CTC
314
Central Trust Company
Missouri
$15K +$15K +118 New
CT
315
Caldwell Trust
Florida
$14.1K
BCA
316
Berman Capital Advisors
Georgia
$13K -$379 -3 -3%
CMBA
317
C.M. Bidwell & Associates
Hawaii
$13K
IA
318
IFP Advisors
Florida
$13K
CFN
319
Cordasco Financial Network
Florida
$12K
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$12K +$4K +30 +50%
IAIM
321
International Assets Investment Management
Florida
$12K +$12K +92 New
M
322
MOTCO
Texas
$12K +$12K +95 New
EIM
323
Essex Investment Management
Massachusetts
$10K
GRP
324
Global Retirement Partners
California
$10K
Jones Financial Companies
325
Jones Financial Companies
Missouri
$10K +$10K +77 New

AZPN Hedge Fund Activity: Q4 2020 in Review

357 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ASPEN TECHNOLOGY INC (AZPN) for Q4 2020, worth a combined $8.78B — up 5.1% from $8.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AZPN positions and 30 closed out — a net gain of 37 holders — while 137 added to existing stakes and 90 trimmed.

The largest buyer was BlueSpruce Investments, adding an estimated $86.5M. The largest seller was Fidelity Investments, cutting an estimated $139M.

  • 357 institutional investors held ASPEN TECHNOLOGY INC (AZPN) as of Q4 2020, up from 325 in Q3 2020.
  • Funds reported $8.78B of ASPEN TECHNOLOGY INC stock for Q4 2020, up 5.1% quarter-over-quarter.
  • 67 funds opened new ASPEN TECHNOLOGY INC positions in Q4 2020 and 30 closed out, a net change of +37 holders.
  • The largest ASPEN TECHNOLOGY INC buyer in Q4 2020 was BlueSpruce Investments, an estimated $86.5M added.
  • The largest ASPEN TECHNOLOGY INC seller in Q4 2020 was Fidelity Investments, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2020.