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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
TWM
326
Tradition Wealth Management
Minnesota
$114K
S
327
SignatureFD
Georgia
$104K +$90.4K +1,009 +14,414%
PCG
328
Private Capital Group
Connecticut
$102K +$59.2K +660 +198%
CFB
329
Cullen/Frost Bankers
Texas
$97K
Walleye Trading
330
Walleye Trading
New York
$89K +$77.8K +868 New
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$86K +$12.4K +138 +20%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$84K -$179 -2 -0.2%
GWM
333
Geneos Wealth Management
Colorado
$84K
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$77K -$370K -4,125 -85%
AssetMark Inc
335
AssetMark Inc
California
$77K
AAP
336
Arax Advisory Partners
Colorado
$74K +$2.06K +23 +3%
TF
337
Tompkins Financial
New York
$67K +$58.3K +650 New
SI
338
Stephens Inc
Arkansas
$56K +$896 +10 +2%
AIC
339
Archer Investment Corporation
Indiana
$55K
TLCM
340
Twin Lakes Capital Management
California
$53K +$46.4K +518 New
FHA
341
First Horizon Advisors
Tennessee
$49K +$19.4K +216 +82%
TPCW
342
TD Private Client Wealth
New York
$44.5K +$32.4K +362 +496%
CFGS
343
Concourse Financial Group Securities
Alabama
$44K -$3.94K -44 -9%
Fuller & Thaler Asset Management
344
Fuller & Thaler Asset Management
California
$43K -$13.7M -152,341 -100%
RFA
345
Reilly Financial Advisors
California
$41K
TSW
346
Thompson Siegel & Walmsley
Virginia
$41K
CFA
347
Carroll Financial Associates
North Carolina
$40K
VCM
348
Vigilant Capital Management
Maine
$40K +$34.6K +386 New
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.9K
GKWIM
350
Gerber Kawasaki Wealth & Investment Management
California
$36K -$249K -2,776 -89%

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.