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180 hedge funds and large institutions have $1.09B invested in Azenta in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

92.23% more ownership

Funds ownership: 0%92.23% (+92%)

25% more capital invested

Capital invested by funds: $873M → $1.09B (+$222M)

15% more funds holding

Funds holding: 157180 (+23)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
56
Reduced
65
Closed
13
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$103M +$3.26M +216,926 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$99.2M -$109K -7,258 -0.1%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.7M -$2.35M -156,400 -3%
BFA
4
BlackRock Fund Advisors
California
$92.6M +$9.03M +600,175 +12%
GIM
5
Granahan Investment Management
Massachusetts
$53.9M +$2.03M +134,806 +4%
RA
6
Royce & Associates
New York
$44.4M -$1.75M -116,100 -4%
Northern Trust
7
Northern Trust
Illinois
$39.9M +$134K +8,885 +0.4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$35.1M -$9.23M -613,770 -23%
Victory Capital Management
9
Victory Capital Management
Texas
$33.7M -$1.36M -90,515 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.3M -$3.15M -209,553 -10%
Boston Partners
11
Boston Partners
Massachusetts
$31M +$97.4K +6,475 +0.4%
BIT
12
BlackRock Institutional Trust
California
$30.9M +$1.19M +79,313 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$28.2M -$2.84M -188,732 -10%
State Street
14
State Street
Massachusetts
$25.8M +$2.49M +165,631 +12%
Macquarie Group
15
Macquarie Group
Australia
$18.4M +$1.12M +74,554 +7%
O
16
OppenheimerFunds
New York
$17.1M +$14.7M +979,123 +4,800%
Invesco
17
Invesco
Georgia
$16.7M -$10.9M -727,955 -43%
USAA
18
United Services Automobile Association
Texas
$14.8M -$199K -13,200 -1%
SFM
19
Systematic Financial Management
New Jersey
$13M -$1.37M -91,208 -11%
Ameriprise
20
Ameriprise
Minnesota
$12.4M -$69.8K -4,638 -0.6%
AI
21
Ariel Investments
Illinois
$11.3M -$2.34M -155,290 -19%
Norges Bank
22
Norges Bank
Norway
$10.4M
JGUA
23
John G. Ullman & Associates
New York
$9.47M -$1.07M -71,226 -11%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.25M -$630K -41,888 -7%
Franklin Resources
25
Franklin Resources
California
$8.94M -$669K -44,500 -8%

AZTA Hedge Fund Activity: Q4 2016 in Review

180 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q4 2016, worth a combined $1.09B — up 25% from $873M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AZTA positions and 13 closed out — a net gain of 25 holders — while 56 added to existing stakes and 65 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $14.7M. The largest seller was Majedie Asset Management, exiting entirely with an estimated $20.1M sold.

  • 180 institutional investors held Azenta (AZTA) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $1.09B of Azenta stock for Q4 2016, up 25% quarter-over-quarter.
  • 38 funds opened new Azenta positions in Q4 2016 and 13 closed out, a net change of +25 holders.
  • The largest Azenta buyer in Q4 2016 was OppenheimerFunds, an estimated $14.7M added.
  • The largest Azenta seller in Q4 2016 was Majedie Asset Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2016.