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401 hedge funds and large institutions have $7.26B invested in Azenta in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 123 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $43.5M | Put options by funds: $17.6M

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

4% more funds holding

Funds holding: 386401 (+15)

2% more capital invested

Capital invested by funds: $7.13B → $7.26B (+$138M)

0.38% more ownership

Funds ownership: 93.88%94.25% (+0.38%)

25% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 163

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
6.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
67
Increased
123
Reduced
163
Closed
48
Calls
$43.5M
Puts
$17.6M
Net Calls
+$25.9M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$312K -$50.7K -468 -13%
NFG
302
Nations Financial Group
Iowa
$309K +$325K +3,000 New
GIA
303
Gladstone Institutional Advisory
Florida
$301K +$317K +2,922 New
Squarepoint
304
Squarepoint
New York
$295K +$310K +2,859 New
Creative Planning
305
Creative Planning
Kansas
$291K +$60.2K +555 +24%
LWAM
306
Legacy Wealth Asset Management
Minnesota
$273K -$8.02K -74 -3%
UCFA
307
United Capital Financial Advisors
Texas
$273K +$287K +2,650 New
BAM
308
Belpointe Asset Management
Nevada
$265K -$6.5K -60 -2%
CCM
309
Coldstream Capital Management
Washington
$260K +$273K +2,516 New
CAM
310
Cresset Asset Management
Illinois
$259K -$715K -6,595 -72%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$231K +$243K +2,241 New
MIAS
312
Mason Investment Advisory Services
Virginia
$229K
BCA
313
Biltmore Capital Advisors
New Jersey
$225K
HKIMG
314
Hutchens & Kramer Investment Management Group
Indiana
$218K +$272K +2,508 New
XT
315
XTX Topco
Cayman Islands
$217K +$228K +2,104 New
CNC
316
Canandaigua National Corp
New York
$216K -$4.55K -42 -2%
PCP
317
Proficio Capital Partners
Massachusetts
$210K -$3.47K -32 -2%
LA
318
Lindenwold Advisors
Pennsylvania
$207K +$218K +2,010 New
LSA
319
Leonteq Securities AG
Switzerland
$207K
SKK
320
Shepherd Kaplan Krochuk
Massachusetts
$206K
VPIM
321
Vanguard Personalized Indexing Management
California
$206K +$216K +1,996 New
NIMI
322
Natixis Investment Managers International
France
$194K -$14.3K -132 -7%
PVH
323
Psagot Value Holdings
Israel
$170K +$1.08K +10 +0.6%
HIA
324
Harbor Investment Advisory
Maryland
$165K -$21.2K -196 -11%
AF
325
Advisornet Financial
Minnesota
$165K -$10.3K -95 -6%

AZTA Hedge Fund Activity: Q4 2021 in Review

401 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q4 2021, worth a combined $7.26B — up 1.9% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AZTA positions and 48 closed out — a net gain of 19 holders — while 123 added to existing stakes and 163 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $278M. The largest seller was Lord, Abbett & Co, cutting an estimated $52M.

  • 401 institutional investors held Azenta (AZTA) as of Q4 2021, up from 386 in Q3 2021.
  • Funds reported $7.26B of Azenta stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 67 funds opened new Azenta positions in Q4 2021 and 48 closed out, a net change of +19 holders.
  • The largest Azenta buyer in Q4 2021 was Artisan Partners, an estimated $278M added.
  • The largest Azenta seller in Q4 2021 was Lord, Abbett & Co, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2021.