AZTA icon

Azenta
AZTA

Overview Fund Activity

340 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 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-9
Holders Change %
-2.58%
% of All Funds
5.44%
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
60
Calls
$48.7M
Puts
$39.7M
Net Calls
+$9M
Net Calls Change
+$16.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$72.1M
2
Morgan Stanley
Morgan Stanley
New York
+$35.6M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$35.2M
4
GKIM
GW&K Investment Management
Massachusetts
+$28.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.1M

Top Sellers

1
JSP
Jackson Square Partners
California
-$124M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$70.9M
3
Artisan Partners
Artisan Partners
Wisconsin
-$40.1M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$31.3M
5
NC
Nitorum Capital
New York
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
301
Acima Private Wealth
Virginia
$6.47K +$6.47K +145 New
BTI
302
Blue Trust Inc
Georgia
$6K -$1.84K -30 -23%
HGERS
303
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +130 New
STCOSD
304
Sageworth Trust Company of South Dakota
South Dakota
$5.62K – – –
VWM
305
Valley Wealth Managers
New Jersey
$5.58K – – –
BWL
306
Bogart Wealth LLC
Virginia
$5.49K +$5.49K +123 New
TWA
307
TCI Wealth Advisors
Arizona
$5.44K -$2.05K -46 -27%
AAP
308
Arax Advisory Partners
Colorado
$5.31K – – –
CFB
309
Cullen/Frost Bankers
Texas
$5.27K +$5.27K +118 New
IFAM
310
Institutional & Family Asset Management
Colorado
$5.22K – – –
FRA
311
Front Row Advisors
California
$5K +$2.84K +63 +131%
MC
312
Machina Capital
France
$4.46K +$4.46K +100 New
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$4.42K -$12.1K -271 -73%
EWA
314
EverSource Wealth Advisors
Alabama
$4.37K -$17.3K -387 -80%
AF
315
Allworth Financial
California
$4.33K +$3.17K +71 +273%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$4.24K +$2.45K +55 +138%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$3.57K -$446 -10 -11%
WTC
318
WhitTier Trust Company
Nevada
$3.03K – – –
PTC
319
Private Trust Company
Ohio
$2.9K -$6.2K -139 -68%
BIA
320
Bell Investment Advisors
California
$2.63K -$3.04K -68 -54%
CFGS
321
Concourse Financial Group Securities
Alabama
$2.54K – – –
ST
322
Sageworth Trust
Pennsylvania
$2.54K – – –
FMP
323
Financial Management Professionals
Texas
$2K – – –
MIA
324
Milestone Investment Advisors
Wisconsin
$1.61K +$1.61K +36 New
BBHC
325
Brown Brothers Harriman & Co
New York
$1.52K +$1.52K +34 New
11 12
13
14 15