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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
CIBC World Market
426
CIBC World Market
Ontario, Canada
-$358K -3,500 Closed
SPC
427
Sigma Planning Corp
Michigan
-$354K -3,454 Closed
JCM
428
Jag Capital Management
Missouri
-$283K -2,761 Closed
KBC Group
429
KBC Group
Belgium
-$267K -2,608 Closed
ONB
430
Old National Bancorp
Indiana
-$250K -2,439 Closed
IFG
431
Independent Financial Group
California
-$238K -2,321 Closed
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
-$230K -2,250 Closed
CI
433
Cigna Investments
Connecticut
-$228K -2,226 Closed
HCM
434
Hilton Capital Management
New York
-$223K -2,178 Closed
IRF
435
IBM Retirement Fund
New York
-$212K -2,076 Closed
Vontobel Holding
436
Vontobel Holding
Switzerland
-$202K -1,972 Closed
CFB
437
Cullen/Frost Bankers
Texas
-$97K -951 Closed
Walleye Trading
438
Walleye Trading
New York
-$94.1K -868 Closed
OSAM
439
O'Shaughnessy Asset Management
Connecticut
-$77K -750 Closed
BBHC
440
Brown Brothers Harriman & Co
New York
-$58 -565 Closed
TSW
441
Thompson Siegel & Walmsley
Virginia
-$41K -400 Closed
GKWIM
442
Gerber Kawasaki Wealth & Investment Management
California
-$36K -353 Closed
MAM
443
Meeder Asset Management
Ohio
-$35K -346 Closed
GRP
444
Global Retirement Partners
California
-$11K -107 Closed
MIM
445
Macroview Investment Management
Maryland
-$9K -92 Closed
BMD
446
Better Money Decisions
New Mexico
-$8K -74 Closed
KIG
447
Kowal Investment Group
Wisconsin
-$6K -63 Closed
SPIA
448
Steward Partners Investment Advisory
New York
-$3K -28 Closed
HH
449
HWG Holdings
Texas
+$108 +1 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.