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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
NAM
201
NorthCrest Asset Manangement
Minnesota
$581K +$29.7K +600 +5%
2C
202
272 Capital
Texas
$574K +$637K +12,867 New
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$560K -$480K -9,685 -44%
LCS
204
Levin Capital Strategies
New York
$558K
CIC
205
Crawford Investment Counsel
Georgia
$557K -$412K -8,310 -40%
Victory Capital Management
206
Victory Capital Management
Texas
$545K -$179K -3,619 -23%
GAA
207
Green Alpha Advisors
Colorado
$534K -$4.41K -89 -0.7%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$532K +$73.5K +1,484 +14%
TRSOTSOK
209
Teachers Retirement System of the State of Kentucky
Kentucky
$532K
CM
210
Caption Management
Oklahoma
$518K +$262K +5,300 +84%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$511K +$209K +4,219 +58%
American Century Companies
212
American Century Companies
Missouri
$482K +$145K +2,936 +35%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$476K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
214
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$475K +$527K +10,651 New
BA
215
Bridgewater Associates
Connecticut
$463K +$514K +10,385 New
AC
216
AXQ Capital
New Jersey
$460K +$511K +10,313 New
TCM
217
Traynor Capital Management
Pennsylvania
$446K
CG
218
Colony Group
Massachusetts
$440K +$190K +3,837 +64%
PFO
219
Pathstone Family Office
New Jersey
$438K -$1.03M -20,876 -68%
SOADOR
220
State of Alaska Department of Revenue
Alaska
$424K -$43.8K -885 -9%
AAM
221
Azzad Asset Management
Virginia
$411K +$13.8K +279 +3%
CAN
222
Cetera Advisor Networks
California
$411K +$28.7K +579 +7%
X
223
Xponance
Pennsylvania
$409K -$40.8K -823 -8%
CB
224
Commerce Bank
Missouri
$388K +$50K +1,010 +13%
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$378K

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.