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341 hedge funds and large institutions have $3.15B invested in Azenta in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $48.7M | Put options by funds: $39.7M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 126

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

3% less funds holding

Funds holding: 351341 (-10)

4.03% less ownership

Funds ownership: 106.01%101.98% (-4%)

25% less capital invested

Capital invested by funds: $4.23B → $3.15B (-$1.07B)

Holders
341
Holders Change
-10
Holders Change %
-2.85%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
117
Reduced
126
Closed
61
Calls
$48.7M
Puts
$39.7M
Net Calls
+$9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
Wealth Alliance
New York
-$242K -4,163 Closed
KAS
377
Kestra Advisory Services
Texas
-$238K -4,081 Closed
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
-$236K -4,061 Closed
AGP
379
Autumn Glory Partners
Texas
-$233K -4,000 Closed
SCM
380
Shelton Capital Management
Colorado
-$229K -3,937 Closed
URS
381
Utah Retirement Systems
Utah
-$227K -3,900 Closed
RJFSA
382
Raymond James Financial Services Advisors
Florida
-$222K -3,812 Closed
PMEF
383
Point72 Middle East FZE
United Arab Emirates
-$221K -3,802 Closed
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
-$218K -3,742 Closed
HC
385
Henshaw Capital
Massachusetts
-$216K -3,702 Closed
CCM
386
Coldstream Capital Management
Washington
-$211K -3,626 Closed
VFA
387
Voya Financial Advisors
Connecticut
-$208K -3,547 Closed
IIM
388
Ironwood Investment Management
Massachusetts
-$206K -3,542 Closed
Simplex Trading
389
Simplex Trading
Illinois
-$150K -3,028 Closed
Canada Pension Plan Investment Board
390
Canada Pension Plan Investment Board
Ontario, Canada
-$135K -2,327 Closed
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
-$48K -827 Closed
NA
392
NewEdge Advisors
Louisiana
-$17.3K -297 Closed
CS
393
Comerica Securities
Michigan
-$15K -258 Closed
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
-$11.2K -226 -98%
TCWA
395
Ten Capital Wealth Advisors
Washington
-$7.28K -125 Closed
CAL
396
Capital Analysts LLC
Pennsylvania
-$6K -100 Closed
Jones Financial Companies
397
Jones Financial Companies
Missouri
-$6K -98 Closed
FGAM
398
Financial Gravity Asset Management
Texas
-$127 -58 Closed
MCC
399
Money Concepts Capital
Florida
-$2.74K -47 Closed
CWP
400
Concord Wealth Partners
Virginia
-$1.22K -21 Closed

AZTA Hedge Fund Activity: Q1 2023 in Review

341 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q1 2023, worth a combined $3.15B — down 25% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AZTA and 55 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 117 added.

The largest buyer was JP Morgan Chase, adding an estimated $80M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $124M sold.

  • 341 institutional investors held Azenta (AZTA) as of Q1 2023, down from 351 in Q4 2022.
  • Funds reported $3.15B of Azenta stock for Q1 2023, down 25% quarter-over-quarter.
  • 55 funds opened new Azenta positions in Q1 2023 and 61 closed out, a net change of -6 holders.
  • The largest Azenta buyer in Q1 2023 was JP Morgan Chase, an estimated $80M added.
  • The largest Azenta seller in Q1 2023 was Jackson Square Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2023.