We are live on ! Find out more

138 hedge funds and large institutions have $636M invested in Azenta in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $568M → $636M (+$68.7M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

6% more funds holding

Funds holding: 130138 (+8)

6% less call options, than puts

Call options by funds: $168K | Put options by funds: $179K

Holders
138
Holders Change
+8
Holders Change %
+6.15%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
46
Closed
12
Calls
$168K
Puts
$179K
Net Calls
-$11K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$53.6M +$797K +80,606 +2%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$51.5M -$725K -73,240 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.3M +$574K +58,007 +1%
BFA
4
BlackRock Fund Advisors
California
$38.2M +$925K +93,541 +3%
RA
5
Royce & Associates
New York
$37.9M -$4.42M -446,392 -11%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$35.8M -$1.52M -153,928 -4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$32M -$88K -8,900 -0.3%
BIT
8
BlackRock Institutional Trust
California
$24.6M +$5.67M +573,600 +32%
Northern Trust
9
Northern Trust
Illinois
$23.7M +$622K +62,850 +3%
RFC
10
Russell Frank Company
Washington
$21.1M -$6.52M -658,987 -24%
Invesco
11
Invesco
Georgia
$19.4M +$1.38M +139,027 +8%
MCM
12
Munder Capital Management
Michigan
$17.5M +$960K +97,043 +6%
TAM
13
Tocqueville Asset Management
New York
$15.2M -$3.36M -339,900 -19%
State Street
14
State Street
Massachusetts
$14.6M -$198K -20,049 -1%
Ameriprise
15
Ameriprise
Minnesota
$12.9M -$6.96M -703,390 -36%
SFM
16
Systematic Financial Management
New Jersey
$11.8M -$48.8K -4,933 -0.4%
BG
17
BlackRock Group
United Kingdom
$10.6M -$15.6M -1,572,792 -61%
Federated Hermes
18
Federated Hermes
Pennsylvania
$9.61M +$4.21M +425,446 +87%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.91M -$77.5K -7,838 -0.9%
PCMI
20
Paradigm Capital Management Inc
New York
$8.06M -$787K -79,575 -9%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$7.11M +$3.03M +305,912 +82%
Norges Bank
22
Norges Bank
Norway
$7.03M
JGUA
23
John G. Ullman & Associates
New York
$5.96M +$146K +14,750 +3%
WCM Investment Management
24
WCM Investment Management
California
$5.2M -$508K -51,350 -9%
TC
25
TFS Capital
Pennsylvania
$5.08M +$4.16M +419,992 +650%

AZTA Hedge Fund Activity: Q4 2013 in Review

138 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q4 2013, worth a combined $636M — up 12% from $568M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AZTA positions and 12 closed out — a net gain of 8 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $5.67M. The largest seller was BlackRock Group, cutting an estimated $15.6M.

  • 138 institutional investors held Azenta (AZTA) as of Q4 2013, up from 130 in Q3 2013.
  • Funds reported $636M of Azenta stock for Q4 2013, up 12% quarter-over-quarter.
  • 20 funds opened new Azenta positions in Q4 2013 and 12 closed out, a net change of +8 holders.
  • The largest Azenta buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $5.67M added.
  • The largest Azenta seller in Q4 2013 was BlackRock Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2013.