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341 hedge funds and large institutions have $3.15B invested in Azenta in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $48.7M | Put options by funds: $39.7M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 126

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

3% less funds holding

Funds holding: 351341 (-10)

4.03% less ownership

Funds ownership: 106.01%101.98% (-4%)

25% less capital invested

Capital invested by funds: $4.23B → $3.15B (-$1.07B)

Holders
341
Holders Change
-10
Holders Change %
-2.85%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
117
Reduced
126
Closed
61
Calls
$48.7M
Puts
$39.7M
Net Calls
+$9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
276
Hantz Financial Services
Michigan
$29K -$4.11K -83 -11%
TF
277
Tompkins Financial
New York
$26.8K
HNB
278
Huntington National Bank
Ohio
$25.8K +$9.71K +196 +51%
AssetMark Inc
279
AssetMark Inc
California
$24.1K
TLCM
280
Twin Lakes Capital Management
California
$23.1K
TPCW
281
TD Private Client Wealth
New York
$21.6K
GWS
282
Glassman Wealth Services
Virginia
$21.2K -$991 -20 -4%
PA
283
Parallel Advisors
California
$21K +$8.62K +174 +59%
PPC
284
Park Place Capital
Alabama
$19.2K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K
RTC
286
Riverview Trust Company
Washington
$14.1K +$15.7K +316 New
BCWM
287
Bartlett & Co Wealth Management
Ohio
$13.2K
BC
288
Bartlett & Co
Ohio
$13K
EI
289
Ellevest Inc
New York
$12.8K +$1.39K +28 +11%
LF
290
Lee Financial
Texas
$11.4K +$6.93K +140 +122%
LC
291
Lindbrook Capital
California
$11K +$5.84K +118 +92%
CWC
292
Carolinas Wealth Consulting
North Carolina
$10.7K
IUHSA
293
Itau Unibanco Holding S.A.
Brazil
$9.55K
FHA
294
First Horizon Advisors
Tennessee
$8.74K
BF
295
BOK Financial
Oklahoma
$8.48K -$811K -16,366 -99%
SWM
296
Spire Wealth Management
Virginia
$8.3K -$2.82K -57 -23%
GRP
297
Global Retirement Partners
California
$7.97K +$495 +10 +6%
HI
298
Harbour Investments
Wisconsin
$7.5K
VCM
299
Versant Capital Management
Arizona
$7.36K
SI
300
Stephens Inc
Arkansas
$6.99K -$19.8K -399 -72%

AZTA Hedge Fund Activity: Q1 2023 in Review

341 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q1 2023, worth a combined $3.15B — down 25% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AZTA and 55 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 117 added.

The largest buyer was JP Morgan Chase, adding an estimated $80M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $124M sold.

  • 341 institutional investors held Azenta (AZTA) as of Q1 2023, down from 351 in Q4 2022.
  • Funds reported $3.15B of Azenta stock for Q1 2023, down 25% quarter-over-quarter.
  • 55 funds opened new Azenta positions in Q1 2023 and 61 closed out, a net change of -6 holders.
  • The largest Azenta buyer in Q1 2023 was JP Morgan Chase, an estimated $80M added.
  • The largest Azenta seller in Q1 2023 was Jackson Square Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2023.