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AudioCodes

110 hedge funds and large institutions have $441M invested in AudioCodes in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $7.79M | Put options by funds: $5.15M

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

2.77% less ownership

Funds ownership: 44.17%41.4% (-2.8%)

8% less capital invested

Capital invested by funds: $480M → $441M (-$38.8M)

11% less funds holding

Funds holding: 123110 (-13)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
45
Reduced
41
Closed
18
Calls
$7.79M
Puts
$5.15M
Net Calls
+$2.63M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Copeland Capital Management
Pennsylvania
$53.2M +$1.2M +36,846 +2%
Morgan Stanley
2
Morgan Stanley
New York
$51.3M -$2.52M -77,611 -5%
GACM
3
Global Alpha Capital Management
Quebec, Canada
$40.2M -$332K -10,236 -0.8%
PF
4
Phoenix Financial
Israel
$35.2M +$7.92M +244,218 +29%
MIH
5
Meitav Investment House
Israel
$25.2M +$6.03M +185,809 +32%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$23.2M +$23.1M +712,271 +48,786%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.8M +$178K +5,488 +0.8%
MMH
8
Menora Mivtachim Holdings
Israel
$19.6M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19M +$9.39M +289,572 +99%
Bank of America
10
Bank of America
North Carolina
$16M -$263K -8,104 -2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$14.2M -$3.84M -118,531 -21%
SFM
12
Sphera Funds Management
Israel
$10.3M -$2.23M -68,766 -18%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$6.89M
AWCI
14
Alpine Woods Capital Investors
New York
$6.12M +$27.2K +840 +0.4%
CIC
15
Crawford Investment Counsel
Georgia
$5.35M +$244K +7,525 +5%
UBS Group
16
UBS Group
Switzerland
$5.05M +$723K +22,303 +17%
TFCM
17
Taylor Frigon Capital Management
Arizona
$4.93M +$33K +1,018 +0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.9M +$721K +22,227 +17%
NIG
19
NFJ Investment Group
Texas
$4.33M +$821K +25,327 +23%
Millennium Management
20
Millennium Management
New York
$4.25M +$864K +26,640 +26%
Norges Bank
21
Norges Bank
Norway
$4.23M -$3.81M -117,328 -47%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$3.95M +$2.56M +78,967 +186%
AIM
23
ARK Investment Management
Florida
$3.61M -$2.23M -68,819 -38%
Citadel Advisors
24
Citadel Advisors
Florida
$2.91M -$2M -61,731 -41%
Ameriprise
25
Ameriprise
Minnesota
$2.74M -$2.84M -87,602 -51%

AUDC Hedge Fund Activity: Q3 2021 in Review

110 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AudioCodes (AUDC) for Q3 2021, worth a combined $441M — down 8.1% from $480M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AUDC and 8 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 45 added.

The largest buyer was William Blair Investment Management, adding an estimated $23.1M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $11.5M.

  • 110 institutional investors held AudioCodes (AUDC) as of Q3 2021, down from 123 in Q2 2021.
  • Funds reported $441M of AudioCodes stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 8 funds opened new AudioCodes positions in Q3 2021 and 18 closed out, a net change of -10 holders.
  • The largest AudioCodes buyer in Q3 2021 was William Blair Investment Management, an estimated $23.1M added.
  • The largest AudioCodes seller in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2021.