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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
MAM
351
Meeder Asset Management
Ohio
$35K -$30.1K -336 -49%
Jones Financial Companies
352
Jones Financial Companies
Missouri
$32K
QCG
353
Quadrant Capital Group
Ohio
$27K +$1.52K +17 +7%
ST
354
Sageworth Trust
Pennsylvania
$26K
CWC
355
Carolinas Wealth Consulting
North Carolina
$25K
FPS
356
Fieldpoint Private Securities
Connecticut
$24K
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$3.85K +43 +22%
HI
358
Harbour Investments
Wisconsin
$18K +$15.5K +173 +2,163%
VCM
359
Versant Capital Management
Arizona
$17K
SWM
360
Spire Wealth Management
Virginia
$15K
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$14K -$2.42K -27 -17%
FF
362
FourThought Financial
Florida
$13K
IFAM
363
Institutional & Family Asset Management
Colorado
$13K
TWA
364
TCI Wealth Advisors
Arizona
$12K +$807 +9 +9%
LF
365
Lee Financial
Texas
$12K +$10.3K +115 New
GRP
366
Global Retirement Partners
California
$11K -$2.6K -29 -21%
TFO
367
Tarbox Family Office
California
$10K
GAM
368
Gemmer Asset Management
California
$9K
MIM
369
Macroview Investment Management
Maryland
$9K +$8.24K +92 New
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$8K -$11.2K -125 -59%
BMD
371
Better Money Decisions
New Mexico
$8K
EI
372
Ellevest Inc
New York
$7K -$27.7K -309 -82%
GWS
373
Glassman Wealth Services
Virginia
$7K +$4.75K +53 +482%
HNB
374
Huntington National Bank
Ohio
$7K +$6.09K +68 +6,800%
MGIM
375
M&G Investment Management
United Kingdom
$6.29K -$949K -10,591 -15%

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.