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386 hedge funds and large institutions have $7.13B invested in Azenta in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $30.9M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

7% more capital invested

Capital invested by funds: $6.64B → $7.13B (+$482M)

1% more funds holding

Funds holding: 383386 (+3)

0.35% less ownership

Funds ownership: 94.22%93.88% (-0.35%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

Holders
386
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
61
Increased
127
Reduced
150
Closed
55
Calls
$86.1M
Puts
$30.9M
Net Calls
+$55.2M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$725M -$8.38M -93,463 -1%
BlackRock
2
BlackRock
New York
$697M -$15.5M -172,576 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$422M +$6.38M +71,175 +2%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$386M -$4.03M -44,981 -1%
Macquarie Group
5
Macquarie Group
Australia
$216M -$6.95M -77,599 -4%
State Street
6
State Street
Massachusetts
$195M +$784K +8,743 +0.5%
DDC
7
DF Dent & Co
Maryland
$189M +$8.8M +98,210 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$157M -$5.59M -62,372 -4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$150M -$3.36M -37,497 -2%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$137M +$17.4M +194,271 +17%
CAM
11
Congress Asset Management
Massachusetts
$127M -$2.81M -31,299 -2%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$117M +$31.4M +350,806 +44%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$117M -$49.4M -551,488 -33%
GKIM
14
GW&K Investment Management
Massachusetts
$115M +$32.3M +360,633 +47%
Invesco
15
Invesco
Georgia
$113M -$31.9M -355,731 -24%
Norges Bank
16
Norges Bank
Norway
$100M +$28.2M +314,102 +47%
Holocene Advisors
17
Holocene Advisors
New York
$98.6M +$86.4M +963,807 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$97M +$508K +5,663 +0.6%
ClearBridge Investments
19
ClearBridge Investments
New York
$93.6M -$258K -2,877 -0.3%
Fisher Asset Management
20
Fisher Asset Management
Washington
$88.4M -$710K -7,917 -0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$81.9M +$1.25M +13,962 +2%
GIM
22
Granahan Investment Management
Massachusetts
$80.1M -$8.68M -96,835 -11%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$76.6M -$760K -8,482 -1%
GCM
24
Geneva Capital Management
Wisconsin
$76.5M -$343K -3,826 -0.5%
Wells Fargo
25
Wells Fargo
California
$71.3M -$58.5M -652,229 -48%

AZTA Hedge Fund Activity: Q3 2021 in Review

386 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q3 2021, worth a combined $7.13B — up 7.2% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AZTA positions and 55 closed out — a net gain of 6 holders — while 127 added to existing stakes and 150 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.4M. The largest seller was Wells Fargo, cutting an estimated $58.5M.

  • 386 institutional investors held Azenta (AZTA) as of Q3 2021, up from 383 in Q2 2021.
  • Funds reported $7.13B of Azenta stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 61 funds opened new Azenta positions in Q3 2021 and 55 closed out, a net change of +6 holders.
  • The largest Azenta buyer in Q3 2021 was Holocene Advisors, an estimated $86.4M added.
  • The largest Azenta seller in Q3 2021 was Wells Fargo, an estimated $58.5M sold.

Based on aggregated 13F filings for Q3 2021.