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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
TFO
376
Tarbox Family Office
California
$10K
GAM
377
Gemmer Asset Management
California
$9K
Manulife (Manufacturers Life Insurance)
378
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.65K -$177K -1,630 -2%
C
379
Covestor
United Kingdom
$8K +$8.24K +76 New
ST
380
Sageworth Trust
Pennsylvania
$6K -$20.9K -193 -77%
FF
381
FourThought Financial
Florida
$6K -$8.24K -76 -58%
GWS
382
Glassman Wealth Services
Virginia
$6K -$976 -9 -14%
FMP
383
Financial Management Professionals
Texas
$6K
CWP
384
Concord Wealth Partners
Virginia
$6K +$2.28K +21 +60%
ZIG
385
Zullo Investment Group
Pennsylvania
$6K +$5.85K +54 New
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.83K +63 New
EI
387
Ellevest Inc
New York
$5K -$1.41K -13 -20%
EW
388
Evoke Wealth
California
$4K
JFA
389
JNBA Financial Advisors
Minnesota
$3K +$3.25K +30 New
Koshinski Asset Management
390
Koshinski Asset Management
Illinois
$2.78K
ACM
391
Absolute Capital Management
Pennsylvania
$2.78K +$2.93K +27 New
MP
392
McDonald Partners
Ohio
$2.78K +$2.93K +27 New
JWA
393
JFS Wealth Advisors
Pennsylvania
$2K +$1.63K +15 New
AIP
394
Ahrens Investment Partners
Louisiana
$2K +$1.84K +17 New
PWMG
395
Prestige Wealth Management Group
New Jersey
$1K
EBA
396
Eagle Bay Advisors
New York
$1K +$108 +1 New
AW
397
Avion Wealth
Texas
$1K +$976 +9 New
SC
398
Schubert & Co
Texas
$1K +$1.52K +14 New
VRS
399
Virginia Retirement Systems
Virginia
$773 +$510K +4,700 +168%
SWA
400
Sutton Wealth Advisors
Florida
$722 +$759 +7 New

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.