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318 hedge funds and large institutions have $3.84B invested in Azenta in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $3.09B → $3.84B (+$748M)

3.6% more ownership

Funds ownership: 102.05%105.65% (+3.6%)

3% more funds holding

Funds holding: 308318 (+10)

8% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $8.57M

43% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 145

Holders
318
Holders Change
+10
Holders Change %
+3.25%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
83
Reduced
145
Closed
32
Calls
$9.24M
Puts
$8.57M
Net Calls
+$664K
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
201
Schonfeld Strategic Advisors
New York
$347K -$1.02M -18,871 -78%
UB
202
UMB Bank
Missouri
$339K
PWG
203
Portside Wealth Group
Utah
$339K -$24K -443 -8%
RFC
204
Regions Financial Corp
Alabama
$330K -$5.53K -102 -2%
Franklin Resources
205
Franklin Resources
California
$328K +$33.1K +610 +14%
TCM
206
Teza Capital Management
Illinois
$327K +$273K +5,026 New
LA
207
Legacy Advisors
Pennsylvania
$326K +$2.01K +37 +0.7%
SAM
208
Securian Asset Management
Minnesota
$325K -$5.43K -100 -2%
HAG
209
HighPoint Advisor Group
Illinois
$323K +$303K +5,587 New
Cerity Partners
210
Cerity Partners
New York
$322K +$268K +4,947 New
LAM
211
LECAP Asset Management
United Kingdom
$319K +$266K +4,896 New
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$308K +$257K +4,729 New
CGH
213
Crossmark Global Holdings
Texas
$305K -$12.4K -229 -5%
CC
214
Centiva Capital
New York
$298K -$410K -7,557 -62%
HI
215
Handelsinvest Investeringsforvaltning
Denmark
$298K +$248K +4,579 New
Russell Investments Group
216
Russell Investments Group
United Kingdom
$279K -$382K -7,045 -62%
WA
217
Wealth Alliance
New York
$270K -$2.98K -55 -1%
KIA
218
KLR Investment Advisors
Rhode Island
$269K +$224K +4,130 New
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$259K -$2.01K -37 -0.9%
Creative Planning
220
Creative Planning
Kansas
$250K +$187K +3,443 +861%
WI
221
WrapManager Inc
California
$247K -$142K -2,611 -41%
SG Americas Securities
222
SG Americas Securities
New York
$239K -$1.64M -30,142 -89%
RP
223
Rice Partnership
Hawaii
$236K -$160K -2,952 -45%
Amundi
224
Amundi
France
$234K -$6.01M -110,712 -97%
IIM
225
Ironwood Investment Management
Massachusetts
$230K +$192K +3,537 New

AZTA Hedge Fund Activity: Q4 2023 in Review

318 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q4 2023, worth a combined $3.84B — up 24% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AZTA positions and 32 closed out — a net gain of 15 holders — while 83 added to existing stakes and 145 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $28.8M. The largest seller was Vanguard Group, cutting an estimated $21.2M.

  • 318 institutional investors held Azenta (AZTA) as of Q4 2023, up from 308 in Q3 2023.
  • Funds reported $3.84B of Azenta stock for Q4 2023, up 24% quarter-over-quarter.
  • 47 funds opened new Azenta positions in Q4 2023 and 32 closed out, a net change of +15 holders.
  • The largest Azenta buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $28.8M added.
  • The largest Azenta seller in Q4 2023 was Vanguard Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2023.