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Azenta
AZTA

Overview Fund Activity

306 hedge funds and large institutions have $3.09B invested in Azenta in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
73
Reduced
144
Closed
37
Calls
$11M
Puts
$3.77M
Net Calls
+$7.24M
Net Calls Change
-$21.1M

Top Buyers

1
PCM
Politan Capital Management
New York
$227M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$85.4M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$57.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47.4M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$12.3M

Top Sellers

1
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
2
DDC
DF Dent & Co
Maryland
$4.3M
3
Brown Advisory
Brown Advisory
Maryland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
276
Householder Group Estate & Retirement Specialist
Arizona
$6.53K +$6.53K +130 New
VWM
277
Valley Wealth Managers
New Jersey
$6.27K – – –
EWA
278
EverSource Wealth Advisors
Alabama
$5.97K +$452 +9 +8%
IFAM
279
Institutional & Family Asset Management
Colorado
$5.87K – – –
FRA
280
Front Row Advisors
California
$5.32K – – –
BTI
281
Blue Trust Inc
Georgia
$5K – – –
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$4.97K – – –
PFBT
283
Parkside Financial Bank & Trust
Missouri
$4.87K – – –
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$4.77K – – –
BAAM
285
Baker Avenue Asset Management
California
$4.62K +$3.97K +79 +608%
LC
286
Lindbrook Capital
California
$3.97K -$2.06K -41 -34%
WTC
287
WhitTier Trust Company
Nevada
$3.41K – – –
PTC
288
Private Trust Company
Ohio
$3.26K – – –
AAP
289
Arax Advisory Partners
Colorado
$3.16K -$1.11K -22 -26%
SS
290
Sunbelt Securities
Texas
$3.06K +$3.06K +61 New
FMP
291
Financial Management Professionals
Texas
$3K – – –
SFG
292
Steward Financial Group
Texas
$3K +$3K +67 New
OLVIG
293
Oliver Lagore Vanvalin Investment Group
Michigan
$2.91K +$2.91K +58 New
CFGS
294
Concourse Financial Group Securities
Alabama
$2.86K – – –
MIA
295
Milestone Investment Advisors
Wisconsin
$1.81K +$1.81K +36 New
BIA
296
Bell Investment Advisors
California
$1.41K -$954 -19 -40%
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$1.41K – – –
PWMG
298
Prestige Wealth Management Group
New Jersey
$1.16K – – –
PWA
299
Provenance Wealth Advisors
Florida
$1.05K +$1.05K +21 New
VF
300
VitalStone Financial
Texas
$1K -$595K -14,268 -100%
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