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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
FFA
301
Farther Finance Advisors
California
$6.69K
APW
302
Acima Private Wealth
Virginia
$6.47K +$7.18K +145 New
BTI
303
Blue Trust Inc
Georgia
$6K -$1.49K -30 -23%
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.44K +130 New
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$5.62K
VWM
306
Valley Wealth Managers
New Jersey
$5.58K
BWL
307
Bogart Wealth LLC
Virginia
$5.49K +$6.09K +123 New
TWA
308
TCI Wealth Advisors
Arizona
$5.44K -$2.28K -46 -27%
AAP
309
Arax Advisory Partners
Colorado
$5.31K
CFB
310
Cullen/Frost Bankers
Texas
$5.26K +$5.84K +118 New
IFAM
311
Institutional & Family Asset Management
Colorado
$5.22K
FRA
312
Front Row Advisors
California
$5K +$3.12K +63 +131%
MC
313
Machina Capital
France
$4.46K +$4.95K +100 New
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$4.42K -$13.4K -271 -73%
EWA
315
EverSource Wealth Advisors
Alabama
$4.37K -$19.2K -387 -80%
AF
316
Allworth Financial
California
$4.33K +$3.52K +71 +273%
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$4.24K +$2.72K +55 +138%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$3.57K -$495 -10 -11%
WTC
319
WhitTier Trust Company
Nevada
$3.03K
PTC
320
Private Trust Company
Ohio
$2.9K -$6.88K -139 -68%
BIA
321
Bell Investment Advisors
California
$2.63K -$3.37K -68 -54%
CFGS
322
Concourse Financial Group Securities
Alabama
$2.54K
ST
323
Sageworth Trust
Pennsylvania
$2.54K
FMP
324
Financial Management Professionals
Texas
$2K
MIA
325
Milestone Investment Advisors
Wisconsin
$1.61K +$1.78K +36 New

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.