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306 hedge funds and large institutions have $3.11B invested in Azenta in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 121 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,130% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $2.51M

0.34% more ownership

Funds ownership: 101.98%102.32% (+0.34%)

1% less capital invested

Capital invested by funds: $3.15B → $3.11B (-$43.2M)

10% less funds holding

Funds holding: 341306 (-35)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 121

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 61

Holders
306
Holders Change
-35
Holders Change %
-10.26%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
106
Reduced
121
Closed
61
Calls
$30.9M
Puts
$2.51M
Net Calls
+$28.4M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$302M -$18.3M -417,131 -6%
BlackRock
2
BlackRock
New York
$287M -$27.5M -628,018 -9%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$210M +$1.29M +29,395 +0.7%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$107M -$3.05M -69,549 -3%
Norges Bank
5
Norges Bank
Norway
$102M +$24.6M +561,100 +34%
PCM
6
Politan Capital Management
New York
$93.4M +$87.6M +2,000,000 New
State Street
7
State Street
Massachusetts
$88.7M -$8.41M -192,062 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$85.5M -$51.9M -1,186,373 -39%
Hudson Bay Capital Management
9
Hudson Bay Capital Management
Connecticut
$77M +$72.2M +1,650,000 New
GKIM
10
GW&K Investment Management
Massachusetts
$76.8M -$377K -8,601 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$71.9M +$7.5M +171,227 +12%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$60M -$1.11M -25,305 -2%
Fisher Asset Management
13
Fisher Asset Management
Washington
$51.9M +$405K +9,239 +0.8%
Macquarie Group
14
Macquarie Group
Australia
$49.1M +$766K +17,494 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$48.1M -$622K -14,208 -1%
WCM Investment Management
16
WCM Investment Management
California
$46.4M +$2.75M +62,913 +7%
ClearBridge Investments
17
ClearBridge Investments
New York
$44.8M +$213K +4,862 +0.5%
DDC
18
DF Dent & Co
Maryland
$44.4M -$3.24M -73,899 -7%
SIMG
19
Stephens Investment Management Group
Texas
$40.6M +$863K +19,710 +2%
Brown Advisory
20
Brown Advisory
Maryland
$37.7M -$43.3M -988,345 -55%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$35.7M +$9.3M +212,488 +39%
GIM
22
Granahan Investment Management
Massachusetts
$34.4M -$33.9M -775,223 -51%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$32.8M -$3.67M -83,740 -11%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$30.7M +$11.9M +270,877 +70%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$30.1M +$2.46M +56,141 +10%

AZTA Hedge Fund Activity: Q2 2023 in Review

306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Azenta (AZTA) for Q2 2023, worth a combined $3.11B — down 1.4% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AZTA and 29 opened new positions — a net loss of 32 holders — while 121 trimmed existing stakes and 106 added.

The largest buyer was Politan Capital Management, opening a new position worth an estimated $87.6M. The largest seller was JP Morgan Chase, cutting an estimated $51.9M.

  • 306 institutional investors held Azenta (AZTA) as of Q2 2023, down from 341 in Q1 2023.
  • Funds reported $3.11B of Azenta stock for Q2 2023, down 1.4% quarter-over-quarter.
  • 29 funds opened new Azenta positions in Q2 2023 and 61 closed out, a net change of -32 holders.
  • The largest Azenta buyer in Q2 2023 was Politan Capital Management, an estimated $87.6M added.
  • The largest Azenta seller in Q2 2023 was JP Morgan Chase, an estimated $51.9M sold.

Based on aggregated 13F filings for Q2 2023.