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251 hedge funds and large institutions have $2.24B invested in Azenta in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 83

2.79% more ownership

Funds ownership: 96.75%99.54% (+2.8%)

14% less funds holding

Funds holding: 293251 (-42)

23% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $3.4M

25% less capital invested

Capital invested by funds: $2.99B → $2.24B (-$745M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

63% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 64

Holders
251
Holders Change
-42
Holders Change %
-14.33%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
102
Reduced
83
Closed
64
Calls
$2.61M
Puts
$3.4M
Net Calls
-$791K
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$68K -$1.08M -29,659 -93%
Lazard Asset Management
202
Lazard Asset Management
New York
$67K +$46.1K +1,267 +135%
SF
203
Synovus Financial
Georgia
$60K +$9.5K +261 +15%
AAP
204
Arax Advisory Partners
Colorado
$52K -$19.9K -547 -24%
Group One Trading
205
Group One Trading
Illinois
$50K -$378K -10,393 -86%
ASN
206
Advisory Services Network
Georgia
$44K -$1.17K -32 -2%
Ohio Public Employees Retirement System (OPERS)
207
Ohio Public Employees Retirement System (OPERS)
Ohio
$44K
GWM
208
Geneos Wealth Management
Colorado
$36K
HNB
209
Huntington National Bank
Ohio
$36K
VFA
210
Valeo Financial Advisors
Indiana
$35K
PVH
211
Psagot Value Holdings
Israel
$32K -$4.8K -132 -11%
NICM
212
Neo Ivy Capital Management
New York
$31K +$36.5K +1,002 New
AF
213
Advisornet Financial
Minnesota
$30K
SWA
214
Sutton Wealth Advisors
Florida
$28.3K
APA
215
American Portfolios Advisors
New York
$25.5K +$11.9K +328 +65%
AIC
216
Archer Investment Corporation
Indiana
$24K
TCOV
217
Trust Company of Vermont
Vermont
$24K
CFG
218
Citizens Financial Group
Rhode Island
$23K
TF
219
Tompkins Financial
New York
$21K
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$18K +$4.73K +130 +28%
PCG
221
Private Capital Group
Connecticut
$14K +$1.93K +53 +13%
QCG
222
Quadrant Capital Group
Ohio
$14K +$6.55K +180 +69%
PI
223
PEAK6 Investments
Illinois
$14K +$16.5K +454 New
HIA
224
Harbor Investment Advisory
Maryland
$14K +$17.2K +472 New
PA
225
Parallel Advisors
California
$13K -$49.2K -1,351 -75%

AZTA Hedge Fund Activity: Q1 2020 in Review

251 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q1 2020, worth a combined $2.24B — down 25% from $2.99B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of AZTA and 24 opened new positions — a net loss of 40 holders — while 83 trimmed existing stakes and 102 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $96.9M. The largest seller was DF Dent & Co, cutting an estimated $46.3M.

  • 251 institutional investors held Azenta (AZTA) as of Q1 2020, down from 293 in Q4 2019.
  • Funds reported $2.24B of Azenta stock for Q1 2020, down 25% quarter-over-quarter.
  • 24 funds opened new Azenta positions in Q1 2020 and 64 closed out, a net change of -40 holders.
  • The largest Azenta buyer in Q1 2020 was William Blair Investment Management, an estimated $96.9M added.
  • The largest Azenta seller in Q1 2020 was DF Dent & Co, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.