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Azenta

383 hedge funds and large institutions have $6.64B invested in Azenta in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

46% more call options, than puts

Call options by funds: $55.9M | Put options by funds: $38.1M

18% more capital invested

Capital invested by funds: $5.64B → $6.64B (+$1,000M)

14% more funds holding

Funds holding: 336383 (+47)

0.79% more ownership

Funds ownership: 93.43%94.22% (+0.79%)

9% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 133

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
Holders Change
+47
Holders Change %
+13.99%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
83
Increased
121
Reduced
133
Closed
31
Calls
$55.9M
Puts
$38.1M
Net Calls
+$17.7M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$20K -$485 -5 -2%
FPS
352
Fieldpoint Private Securities
Connecticut
$20K
PA
353
Parallel Advisors
California
$19K +$1.36K +14 +8%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$18K
VCM
355
Versant Capital Management
Arizona
$16K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$16K +$15.8K +163 New
SWM
357
Spire Wealth Management
Virginia
$14K
GRP
358
Global Retirement Partners
California
$13K -$1.94K -20 -13%
BCA
359
Berman Capital Advisors
Georgia
$13K +$13.3K +137 New
AIG
360
American International Group
New York
$12.6K -$4.21M -43,462 -25%
IFAM
361
Institutional & Family Asset Management
Colorado
$12K
FF
362
FourThought Financial
Florida
$12K +$12.6K +130 New
IA
363
IFP Advisors
Florida
$10K -$17.7K -183 -65%
TWA
364
TCI Wealth Advisors
Arizona
$10K -$6.79K -70 -40%
TFO
365
Tarbox Family Office
California
$10K
GAM
366
Gemmer Asset Management
California
$9K
HWMA
367
Heritage Wealth Management (Arizona)
Arizona
$7K -$66.7K -688 -90%
BMD
368
Better Money Decisions
New Mexico
$7K
TPCW
369
TD Private Client Wealth
New York
$6.96K
MGIM
370
M&G Investment Management
United Kingdom
$6.87K +$7.01M +72,294 New
FMP
371
Financial Management Professionals
Texas
$5K +$5.24K +54 New
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$4.21K -$74.7K -770 -2%
CWP
373
Concord Wealth Partners
Virginia
$4K +$4.27K +44 New
CA
374
Crewe Advisors
Utah
$3K -$15.3K -158 -83%
EW
375
Evoke Wealth
California
$3K

AZTA Hedge Fund Activity: Q2 2021 in Review

383 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q2 2021, worth a combined $6.64B — up 18% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AZTA positions and 31 closed out — a net gain of 52 holders — while 121 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $124M. The largest seller was BlackRock, cutting an estimated $207M.

  • 383 institutional investors held Azenta (AZTA) as of Q2 2021, up from 336 in Q1 2021.
  • Funds reported $6.64B of Azenta stock for Q2 2021, up 18% quarter-over-quarter.
  • 83 funds opened new Azenta positions in Q2 2021 and 31 closed out, a net change of +52 holders.
  • The largest Azenta buyer in Q2 2021 was Congress Asset Management, an estimated $124M added.
  • The largest Azenta seller in Q2 2021 was BlackRock, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.