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130 hedge funds and large institutions have $740M invested in Azenta in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $803M → $740M (-$62.9M)

12% less funds holding

Funds holding: 148130 (-18)

65% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 26

96% less call options, than puts

Call options by funds: $12K | Put options by funds: $327K

Holders
130
Holders Change
-18
Holders Change %
-12.16%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
53
Reduced
42
Closed
26
Calls
$12K
Puts
$327K
Net Calls
-$315K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$66.3M +$1.8M +146,481 +3%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.2M -$91.9K -7,500 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54.5M +$3.31M +270,227 +6%
RA
4
Royce & Associates
New York
$46.2M -$9.16M -747,715 -16%
BFA
5
BlackRock Fund Advisors
California
$45.1M +$2.1M +171,243 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$34.9M -$102K -8,300 -0.3%
Invesco
7
Invesco
Georgia
$34.7M +$38.6K +3,151 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$34.1M -$1.56M -127,333 -4%
GIM
9
Granahan Investment Management
Massachusetts
$29.6M +$18.7M +1,522,418 +149%
Northern Trust
10
Northern Trust
Illinois
$26.7M +$914K +74,606 +3%
Victory Capital Management
11
Victory Capital Management
Texas
$23.1M +$3.6M +293,850 +17%
BIT
12
BlackRock Institutional Trust
California
$20.5M +$619K +50,497 +3%
WCM Investment Management
13
WCM Investment Management
California
$18.8M -$170K -13,842 -0.9%
MAM
14
Majedie Asset Management
United Kingdom
$17.8M +$814K +66,441 +5%
State Street
15
State Street
Massachusetts
$16M +$1.56K +127 +0%
SFM
16
Systematic Financial Management
New Jersey
$15.2M -$1.94M -158,326 -11%
Federated Hermes
17
Federated Hermes
Pennsylvania
$14.7M +$218K +17,828 +1%
Ameriprise
18
Ameriprise
Minnesota
$13.4M +$194K +15,858 +1%
RFC
19
Russell Frank Company
Washington
$12.7M -$3.43M -279,568 -20%
ICOM
20
Investment Counselors of Maryland
Maryland
$12M +$12.6M +1,028,100 New
USAA
21
United Services Automobile Association
Texas
$8.43M +$1.41M +115,003 +19%
JGUA
22
John G. Ullman & Associates
New York
$7.16M -$182K -14,850 -2%
Norges Bank
23
Norges Bank
Norway
$7.07M
Franklin Resources
24
Franklin Resources
California
$7.01M +$1.94M +158,500 +36%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.71M +$701K +57,175 +13%

AZTA Hedge Fund Activity: Q1 2015 in Review

130 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q1 2015, worth a combined $740M — down 7.8% from $803M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AZTA and 9 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Granahan Investment Management, adding an estimated $18.7M. The largest seller was Royce & Associates, cutting an estimated $9.16M.

  • 130 institutional investors held Azenta (AZTA) as of Q1 2015, down from 148 in Q4 2014.
  • Funds reported $740M of Azenta stock for Q1 2015, down 7.8% quarter-over-quarter.
  • 9 funds opened new Azenta positions in Q1 2015 and 26 closed out, a net change of -17 holders.
  • The largest Azenta buyer in Q1 2015 was Granahan Investment Management, an estimated $18.7M added.
  • The largest Azenta seller in Q1 2015 was Royce & Associates, an estimated $9.16M sold.

Based on aggregated 13F filings for Q1 2015.