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386 hedge funds and large institutions have $7.13B invested in Azenta in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $30.9M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

7% more capital invested

Capital invested by funds: $6.64B → $7.13B (+$482M)

1% more funds holding

Funds holding: 383386 (+3)

0.35% less ownership

Funds ownership: 94.22%93.88% (-0.35%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

Holders
386
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
61
Increased
127
Reduced
150
Closed
55
Calls
$86.1M
Puts
$30.9M
Net Calls
+$55.2M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$269K +$77K +859 +48%
KBC Group
302
KBC Group
Belgium
$267K -$234K -2,608 -50%
VAS
303
Vestmark Advisory Solutions
Massachusetts
$262K -$30K -335 -12%
WAM
304
World Asset Management
Michigan
$254K -$10.1K -113 -4%
ONB
305
Old National Bancorp
Indiana
$250K +$219K +2,439 New
IFG
306
Independent Financial Group
California
$238K +$208K +2,321 New
Creative Planning
307
Creative Planning
Kansas
$232K +$1.43K +16 +0.7%
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$202K +2,250 New
CI
309
Cigna Investments
Connecticut
$228K -$4.48K -50 -2%
MIAS
310
Mason Investment Advisory Services
Virginia
$227K
HAG
311
HighPoint Advisor Group
Illinois
$226K +$198K +2,209 New
HCM
312
Hilton Capital Management
New York
$223K -$24.8K -277 -11%
BCA
313
Biltmore Capital Advisors
New Jersey
$223K
CNC
314
Canandaigua National Corp
New York
$218K -$24.3K -271 -11%
PCP
315
Proficio Capital Partners
Massachusetts
$212K -$28.6K -319 -13%
IRF
316
IBM Retirement Fund
New York
$212K +$186K +2,076 New
NIMI
317
Natixis Investment Managers International
France
$206K +$35.9K +401 +25%
SKK
318
Shepherd Kaplan Krochuk
Massachusetts
$205K +$179K +2,000 New
Vontobel Holding
319
Vontobel Holding
Switzerland
$202K +$177K +1,972 New
LSA
320
Leonteq Securities AG
Switzerland
$187K +$32.4K +361 +25%
HIA
321
Harbor Investment Advisory
Maryland
$183K +$83.3K +929 +108%
AF
322
Advisornet Financial
Minnesota
$174K
PVH
323
Psagot Value Holdings
Israel
$168K +$26.9K +300 +22%
FCA
324
FinTrust Capital Advisors
South Carolina
$159K
SOW
325
State of Wyoming
Wyoming
$144K -$23.4K -261 -16%

AZTA Hedge Fund Activity: Q3 2021 in Review

386 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q3 2021, worth a combined $7.13B — up 7.2% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AZTA positions and 55 closed out — a net gain of 6 holders — while 127 added to existing stakes and 150 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.4M. The largest seller was Wells Fargo, cutting an estimated $58.5M.

  • 386 institutional investors held Azenta (AZTA) as of Q3 2021, up from 383 in Q2 2021.
  • Funds reported $7.13B of Azenta stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 61 funds opened new Azenta positions in Q3 2021 and 55 closed out, a net change of +6 holders.
  • The largest Azenta buyer in Q3 2021 was Holocene Advisors, an estimated $86.4M added.
  • The largest Azenta seller in Q3 2021 was Wells Fargo, an estimated $58.5M sold.

Based on aggregated 13F filings for Q3 2021.