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243 hedge funds and large institutions have $2.44B invested in Azenta in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $6.81M

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

10% more capital invested

Capital invested by funds: $2.22B → $2.44B (+$215M)

6% more funds holding

Funds holding: 229243 (+14)

1.93% more ownership

Funds ownership: 96.6%98.53% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
243
Holders Change
+14
Holders Change %
+6.11%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
45
Increased
84
Reduced
80
Closed
29
Calls
$11.6M
Puts
$6.81M
Net Calls
+$4.78M
Net Calls Change
+$840K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$54K -$13.6K -413 -21%
TF
202
Tompkins Financial
New York
$47K
MOACM
203
Mutual of America Capital Management
New York
$47K +$35.6K +1,084 +419%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$46K +$43.3K +1,316 New
GWM
205
Geneos Wealth Management
Colorado
$44K -$3.29K -100 -7%
CMBA
206
C.M. Bidwell & Associates
Hawaii
$35K -$329 -10 -1%
AF
207
Advisornet Financial
Minnesota
$35K
AOWM
208
Alpha Omega Wealth Management
Virginia
$35K
JFA
209
JNBA Financial Advisors
Minnesota
$35K +$32.9K +1,000 New
SWA
210
Sutton Wealth Advisors
Florida
$32.5K
HFM
211
Harvest Fund Management
China
$28K
MWM
212
MinichMacGregor Wealth Management
New York
$28K +$27K +823 New
SO
213
STRS Ohio
Ohio
$24K -$23K -700 -50%
Bessemer Group
214
Bessemer Group
New Jersey
$20K +$18.8K +571 New
PCM
215
Prelude Capital Management
New York
$18K +$6.54K +199 +65%
AAP
216
Arax Advisory Partners
Colorado
$16K +$15.2K +463 New
FIB
217
First Interstate Bank
Montana
$11K
TC
218
Truvestments Capital
Florida
$11K +$9.86K +300 New
APP
219
Avantax Planning Partners
Iowa
$10K +$9.56K +291 New
IFAM
220
Institutional & Family Asset Management
Colorado
$9K
BL
221
Balentine LLC
Georgia
$9K +$8.84K +269 New
RCAG
222
Rehmann Capital Advisory Group
Michigan
$8.37K
PCG
223
Private Capital Group
Connecticut
$8K +$526 +16 +7%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$7K +$1.12K +34 +20%
IA
225
IFP Advisors
Florida
$6K +$5.26K +160 New

AZTA Hedge Fund Activity: Q3 2018 in Review

243 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q3 2018, worth a combined $2.44B — up 9.7% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AZTA positions and 29 closed out — a net gain of 16 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $58.5M. The largest seller was Ameriprise, cutting an estimated $30.7M.

  • 243 institutional investors held Azenta (AZTA) as of Q3 2018, up from 229 in Q2 2018.
  • Funds reported $2.44B of Azenta stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 45 funds opened new Azenta positions in Q3 2018 and 29 closed out, a net change of +16 holders.
  • The largest Azenta buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $58.5M added.
  • The largest Azenta seller in Q3 2018 was Ameriprise, an estimated $30.7M sold.

Based on aggregated 13F filings for Q3 2018.