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390 hedge funds and large institutions have $8.99B invested in Amdocs in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 132 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $10.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $8.75B → $8.99B (+$240M)

1% more funds holding

Funds holding: 387390 (+3)

0.63% more ownership

Funds ownership: 93.27%93.9% (+0.63%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 143

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
390
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
8.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
132
Reduced
143
Closed
35
Calls
$19.3M
Puts
$10.2M
Net Calls
+$9.16M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Symphony Asset Management
California
$650K +$281K +4,182 +75%
SC
227
Scotia Capital
Ontario, Canada
$648K -$121K -1,806 -16%
PA
228
Parallel Advisors
California
$643K -$8.41K -125 -1%
M&T Bank
229
M&T Bank
New York
$628K +$51.4K +764 +9%
GCM
230
Grisanti Capital Management
New York
$622K -$4.14M -61,585 -87%
LPL Financial
231
LPL Financial
California
$620K -$32.6K -484 -5%
QI
232
QS Investors
New York
$618K -$235K -3,500 -27%
LCM
233
Logan Capital Management
Pennsylvania
$608K +$48.7K +724 +9%
Verition Fund Management
234
Verition Fund Management
Connecticut
$603K -$863K -12,821 -59%
Pzena Investment Management
235
Pzena Investment Management
New York
$576K +$125K +1,862 +27%
AWM
236
Avior Wealth Management
Nebraska
$573K +$413K +6,133 +250%
FIM
237
Freedom Investment Management
Connecticut
$572K +$106K +1,582 +23%
ECM
238
ETrade Capital Management
Virginia
$570K +$40.2K +597 +8%
WAM
239
World Asset Management
Michigan
$554K -$175K -2,598 -24%
ECM
240
Evergreen Capital Management
Washington
$548K +$552K +8,207 New
AIL
241
AGF Investments LLC
Ontario, Canada
$531K -$137K -2,043 -20%
MYIA
242
Mount Yale Investment Advisors
Colorado
$507K +$511K +7,597 New
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$489K -$24.2K -360 -5%
PAS
244
Park Avenue Securities
New York
$457K -$9.28K -138 -2%
TG
245
TLP Group
Illinois
$454K +$241K +3,581 +111%
ProShare Advisors
246
ProShare Advisors
Maryland
$453K +$39.9K +593 +10%
RBA
247
Richard Bernstein Advisors
New York
$448K +$451K +6,709 New
S
248
SignatureFD
Georgia
$447K +$151K +2,242 +50%
FMT
249
First Mercantile Trust
Tennessee
$437K +$440K +6,545 New
SL
250
Signition LP
New York
$430K +$434K +6,445 New

DOX Hedge Fund Activity: Q1 2018 in Review

390 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2018, worth a combined $8.99B — up 2.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOX positions and 35 closed out — a net gain of 7 holders — while 132 added to existing stakes and 143 trimmed.

The largest buyer was Cooke & Bieler, opening a new position worth an estimated $61.5M. The largest seller was Two Sigma Investments, cutting an estimated $45.8M.

  • 390 institutional investors held Amdocs (DOX) as of Q1 2018, up from 387 in Q4 2017.
  • Funds reported $8.99B of Amdocs stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 42 funds opened new Amdocs positions in Q1 2018 and 35 closed out, a net change of +7 holders.
  • The largest Amdocs buyer in Q1 2018 was Cooke & Bieler, an estimated $61.5M added.
  • The largest Amdocs seller in Q1 2018 was Two Sigma Investments, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2018.