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Azenta

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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$29.3M +$2.27M +45,883 +8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$29.2M -$5.64M -113,931 -15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$26.7M -$781K -15,777 -3%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$26.3M +$6.35M +128,172 +28%
Wells Fargo
30
Wells Fargo
California
$25.2M +$240K +4,836 +0.9%
ETC
31
Exchange Traded Concepts
Oklahoma
$25M +$9.59M +193,636 +53%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$24.6M -$2.59M -52,314 -9%
Northern Trust
33
Northern Trust
Illinois
$24.5M -$780K -15,743 -3%
Teacher Retirement System of Texas
34
Teacher Retirement System of Texas
Texas
$22.6M -$635K -12,825 -2%
ACM
35
American Capital Management
New York
$20.9M +$18.3K +369 +0.1%
SFM
36
Systematic Financial Management
New Jersey
$20.7M +$3.92M +79,109 +21%
RA
37
Royce & Associates
New York
$20.7M +$4.9M +98,845 +27%
Charles Schwab
38
Charles Schwab
California
$20.5M -$962K -19,415 -4%
PCM
39
Palisade Capital Management
New Jersey
$20.1M +$652K +13,168 +3%
RSCM
40
Rock Springs Capital Management
Maryland
$19.2M +$3.95M +79,700 +23%
Goldman Sachs
41
Goldman Sachs
New York
$19.2M -$12.4M -250,255 -37%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$19.1M -$2.85M -57,492 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$17.4M +$2.11M +42,694 +12%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$17.2M -$5.35M -107,947 -22%
Bank of America
45
Bank of America
North Carolina
$15.4M +$3.7M +74,645 +28%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$15.3M +$16.8M +338,571 +7,987%
TAM
47
Thematics Asset Management
France
$15.1M
LIP
48
Lighthouse Investment Partners
Florida
$14.6M +$16.2M +327,000 New
KCM
49
Kornitzer Capital Management
Kansas
$14M -$2.07M -41,844 -12%
UBS AM
50
UBS AM
Illinois
$13.3M -$289K -5,833 -2%

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.