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Azenta

269 hedge funds and large institutions have $3.24B invested in Azenta in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $1.38M

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $2.24B → $3.24B (+$998M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

7% more funds holding

Funds holding: 251269 (+18)

0.21% less ownership

Funds ownership: 99.54%99.33% (-0.21%)

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
45
Increased
98
Reduced
89
Closed
26
Calls
$4.28M
Puts
$1.38M
Net Calls
+$2.91M
Net Calls Change
+$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Archer Investment Corporation
Indiana
$48.1K +$11.5K +300 +38%
APA
227
American Portfolios Advisors
New York
$47K +$8.65K +226 +27%
PVH
228
Psagot Value Holdings
Israel
$46K
GWM
229
Geneos Wealth Management
Colorado
$43K -$7.23K -189 -15%
SWA
230
Sutton Wealth Advisors
Florida
$41K
TF
231
Tompkins Financial
New York
$30K
AAP
232
Arax Advisory Partners
Colorado
$27K -$42.3K -1,105 -65%
CFG
233
Citizens Financial Group
Rhode Island
$26K -$6.46K -169 -23%
PCG
234
Private Capital Group
Connecticut
$24K +$3.9K +102 +23%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$22K -$3.29K -86 -14%
HIA
236
Harbor Investment Advisory
Maryland
$21K
PAG
237
Private Advisor Group
New Jersey
$20K +$17.4K +455 New
RFA
238
Reilly Financial Advisors
California
$18K
TSW
239
Thompson Siegel & Walmsley
Virginia
$18K
TPCW
240
TD Private Client Wealth
New York
$17.2K +$14.8K +388 New
QCG
241
Quadrant Capital Group
Ohio
$15K -$4.13K -108 -24%
FHA
242
Flagship Harbor Advisors
Massachusetts
$15K +$13.5K +353 New
GRP
243
Global Retirement Partners
California
$14K
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K
IFAM
245
Institutional & Family Asset Management
Colorado
$11K -$1.38K -36 -13%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$11K
JFA
247
JNBA Financial Advisors
Minnesota
$9K
BL
248
Balentine LLC
Georgia
$8K
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CFA
250
Carroll Financial Associates
North Carolina
$8K +$7.34K +192 New

AZTA Hedge Fund Activity: Q2 2020 in Review

269 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q2 2020, worth a combined $3.24B — up 44% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AZTA positions and 26 closed out — a net gain of 19 holders — while 98 added to existing stakes and 89 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $37.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $34.5M.

  • 269 institutional investors held Azenta (AZTA) as of Q2 2020, up from 251 in Q1 2020.
  • Funds reported $3.24B of Azenta stock for Q2 2020, up 44% quarter-over-quarter.
  • 45 funds opened new Azenta positions in Q2 2020 and 26 closed out, a net change of +19 holders.
  • The largest Azenta buyer in Q2 2020 was William Blair Investment Management, an estimated $37.2M added.
  • The largest Azenta seller in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2020.