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401 hedge funds and large institutions have $7.26B invested in Azenta in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 123 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $43.5M | Put options by funds: $17.6M

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

4% more funds holding

Funds holding: 386401 (+15)

2% more capital invested

Capital invested by funds: $7.13B → $7.26B (+$138M)

0.38% more ownership

Funds ownership: 93.88%94.25% (+0.38%)

25% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 163

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
6.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
67
Increased
123
Reduced
163
Closed
48
Calls
$43.5M
Puts
$17.6M
Net Calls
+$25.9M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K
VCM
352
Vigilant Capital Management
Maine
$36K -$3.79K -35 -9%
Fuller & Thaler Asset Management
353
Fuller & Thaler Asset Management
California
$35K -$8.13K -75 -18%
CWS
354
Confluence Wealth Services
Pennsylvania
$35K +$37.6K +347 New
ACM
355
Aquatic Capital Management
Illinois
$31K +$32.5K +300 New
CA
356
Cornerstone Advisory
Maryland
$31K +$32.5K +300 New
QCG
357
Quadrant Capital Group
Ohio
$27K -$434 -4 -1%
WTA
358
Washington Trust Advisors
Massachusetts
$27K +$28.1K +259 New
CT
359
Cambridge Trust
Massachusetts
$26K +$27.1K +250 New
CWC
360
Carolinas Wealth Consulting
North Carolina
$25K
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$759 -7 -3%
FPS
362
Fieldpoint Private Securities
Connecticut
$24K -$542 -5 -2%
Rockefeller Capital Management
363
Rockefeller Capital Management
New York
$24K +$16.2K +149 +173%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$24K +$25.5K +235 New
STCOSD
365
Sageworth Trust Company of South Dakota
South Dakota
$19K +$20.3K +187 New
SI
366
Stephens Inc
Arkansas
$17K -$41.6K -384 -70%
HI
367
Harbour Investments
Wisconsin
$17K -$1.41K -13 -7%
VCM
368
Versant Capital Management
Arizona
$17K
Bessemer Group
369
Bessemer Group
New Jersey
$17K +$17.3K +160 New
BEI
370
Benjamin Edwards Inc
Missouri
$16K +$12.8K +118 +337%
SWM
371
Spire Wealth Management
Virginia
$15K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$14K
IFAM
373
Institutional & Family Asset Management
Colorado
$13K
LF
374
Lee Financial
Texas
$12K
TWA
375
TCI Wealth Advisors
Arizona
$12K

AZTA Hedge Fund Activity: Q4 2021 in Review

401 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q4 2021, worth a combined $7.26B — up 1.9% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AZTA positions and 48 closed out — a net gain of 19 holders — while 123 added to existing stakes and 163 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $278M. The largest seller was Lord, Abbett & Co, cutting an estimated $52M.

  • 401 institutional investors held Azenta (AZTA) as of Q4 2021, up from 386 in Q3 2021.
  • Funds reported $7.26B of Azenta stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 67 funds opened new Azenta positions in Q4 2021 and 48 closed out, a net change of +19 holders.
  • The largest Azenta buyer in Q4 2021 was Artisan Partners, an estimated $278M added.
  • The largest Azenta seller in Q4 2021 was Lord, Abbett & Co, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2021.