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148 hedge funds and large institutions have $803M invested in Azenta in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $557K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

21% more capital invested

Capital invested by funds: $661M → $803M (+$142M)

4% more funds holding

Funds holding: 142148 (+6)

29% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 56

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
40
Reduced
56
Closed
18
Calls
$1.86M
Puts
$557K
Net Calls
+$1.3M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.53M -$553K -47,500 -10%
LCM
27
LG Capital Management
Maryland
$5.45M -$2.92M -250,993 -37%
Principal Financial Group
28
Principal Financial Group
Iowa
$5.32M +$2.43K +209 +0.1%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$4.91M +$126K +10,788 +3%
TAM
30
Tocqueville Asset Management
New York
$4.72M -$442K -38,000 -9%
NIM
31
Needham Investment Management
New York
$3.98M +$116K +10,000 +3%
Wells Fargo
32
Wells Fargo
California
$3.68M -$53.8K -4,620 -2%
TCIM
33
TIAA CREF Investment Management
New York
$3.64M -$192K -16,494 -5%
PCMI
34
Paradigm Capital Management Inc
New York
$3.58M -$3.17M -272,600 -49%
AI
35
Ariel Investments
Illinois
$3.55M +$80.9K +6,950 +3%
Charles Schwab
36
Charles Schwab
California
$3.26M -$225K -19,308 -7%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$3.16M +$5.89K +506 +0.2%
BIM
38
BlackRock Investment Management
Delaware
$3.1M -$14.6K -1,251 -0.5%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.55M +$2.33M +200,000 New
CS
40
Credit Suisse
Switzerland
$2.21M +$401K +34,456 +25%
Macquarie Group
41
Macquarie Group
Australia
$2.14M -$92K -7,900 -5%
Boston Partners
42
Boston Partners
Massachusetts
$2.12M -$22.4K -1,920 -1%
Barclays
43
Barclays
United Kingdom
$2.1M +$128K +11,013 +7%
MSA
44
Mason Street Advisors
Wisconsin
$2.07M +$3.18K +273 +0.2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.07M -$1.14M -97,828 -38%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$2.01M
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$2M
Deutsche Bank
48
Deutsche Bank
Germany
$1.99M +$534K +45,895 +42%
KCM
49
Kennedy Capital Management
Missouri
$1.98M +$1.81M +155,126 New
Prudential Financial
50
Prudential Financial
New Jersey
$1.88M +$75.7K +6,500 +5%

AZTA Hedge Fund Activity: Q4 2014 in Review

148 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q4 2014, worth a combined $803M — up 21% from $661M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AZTA positions and 18 closed out — a net gain of 8 holders — while 40 added to existing stakes and 56 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $19.7M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.18M sold.

  • 148 institutional investors held Azenta (AZTA) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $803M of Azenta stock for Q4 2014, up 21% quarter-over-quarter.
  • 26 funds opened new Azenta positions in Q4 2014 and 18 closed out, a net change of +8 holders.
  • The largest Azenta buyer in Q4 2014 was Victory Capital Management, an estimated $19.7M added.
  • The largest Azenta seller in Q4 2014 was Wellington Management Group, an estimated $9.18M sold.

Based on aggregated 13F filings for Q4 2014.