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Azenta

257 hedge funds and large institutions have $2.82B invested in Azenta in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $2.19M

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

29% more capital invested

Capital invested by funds: $2.18B → $2.82B (+$633M)

6% more funds holding

Funds holding: 242257 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

4.9% less ownership

Funds ownership: 106.75%101.85% (-4.9%)

Holders
257
Holders Change
+15
Holders Change %
+6.2%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
82
Reduced
90
Closed
26
Calls
$4.38M
Puts
$2.19M
Net Calls
+$2.19M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sutton Wealth Advisors
Florida
$35.9K
AOWM
227
Alpha Omega Wealth Management
Virginia
$31K
TCOV
228
Trust Company of Vermont
Vermont
$31K
GT
229
Glenmede Trust
Pennsylvania
$30.8K -$18.3M -510,735 -39%
FIB
230
First Interstate Bank
Montana
$24K
RIA
231
Realta Investment Advisors
Delaware
$19K
BCI
232
Brinker Capital Investments
Pennsylvania
$19K +$17.4K +486 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$18K -$10.8K -302 -39%
VCM
234
Versant Capital Management
Arizona
$17K -$24.3K -678 -60%
RFA
235
Reilly Financial Advisors
California
$16K
APA
236
American Portfolios Advisors
New York
$15.5K
CAM
237
CenterStar Asset Management
Illinois
$15K
PAM
238
Panagora Asset Management
Massachusetts
$14K
PA
239
Parallel Advisors
California
$13K +$12.2K +339 New
IFAM
240
Institutional & Family Asset Management
Colorado
$11K
BFEC
241
Benjamin F. Edwards & Company
Missouri
$10K +$9.14K +255 New
PCG
242
Private Capital Group
Connecticut
$8K -$323 -9 -4%
BL
243
Balentine LLC
Georgia
$7K
CIAS
244
Capital Investment Advisory Services
North Carolina
$7K +$6.17K +172 New
CFA
245
Carroll Financial Associates
North Carolina
$7K +$6.88K +192 New
OAM
246
Oppenheimer Asset Management
New York
$5K
GAM
247
Gemmer Asset Management
California
$4K
QCG
248
Quadrant Capital Group
Ohio
$4K
TWA
249
TCI Wealth Advisors
Arizona
$4K
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$4K +$3.59K +100 New

AZTA Hedge Fund Activity: Q2 2019 in Review

257 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q2 2019, worth a combined $2.82B — up 29% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AZTA positions and 26 closed out — a net gain of 18 holders — while 82 added to existing stakes and 90 trimmed.

The largest buyer was DF Dent & Co, adding an estimated $29.2M. The largest seller was Boston Partners, cutting an estimated $20.1M.

  • 257 institutional investors held Azenta (AZTA) as of Q2 2019, up from 242 in Q1 2019.
  • Funds reported $2.82B of Azenta stock for Q2 2019, up 29% quarter-over-quarter.
  • 44 funds opened new Azenta positions in Q2 2019 and 26 closed out, a net change of +18 holders.
  • The largest Azenta buyer in Q2 2019 was DF Dent & Co, an estimated $29.2M added.
  • The largest Azenta seller in Q2 2019 was Boston Partners, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2019.