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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
CFA
326
Carroll Financial Associates
North Carolina
$9K -$243 -2 -3%
HIM
327
Hillsdale Investment Management
Ontario, Canada
$9K +$9K +70 New
EARNEST Partners
328
EARNEST Partners
Georgia
$7K
TWA
329
TCI Wealth Advisors
Arizona
$7K
VAIA
330
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.86K -42 -49%
PA
331
Parallel Advisors
California
$6K
SIA
332
SkyView Investment Advisors
New Jersey
$6K +$6K +47 New
ASN
333
Advisory Services Network
Georgia
$5K
BC
334
Bartlett & Co
Ohio
$5K
FRA
335
Front Row Advisors
California
$5K
HR
336
Howe & Rusling
New York
$5K
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AFG
338
Albion Financial Group
Utah
$5K +$5K +40 New
BCWM
339
Bartlett & Co Wealth Management
Ohio
$4.82K
SFS
340
Sowell Financial Services
Arkansas
$4K
BBHC
341
Brown Brothers Harriman & Co
New York
$4K +$4K +32 New
ONST
342
Old North State Trust
North Carolina
$4K +$4K +33 New
PCG
343
Private Capital Group
Connecticut
$3K
CCA
344
Childress Capital Advisors
Texas
$3K +$3K +22 New
APA
345
American Portfolios Advisors
New York
$2.6K
MAM
346
Meeder Asset Management
Ohio
$2K
PWPS
347
Pinnacle Wealth Planning Services
Ohio
$2K +$2K +17 New
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
HGWM
349
Harvest Group Wealth Management
Massachusetts
$1K
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$1K

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.