We are live on ! Find out more

377 hedge funds and large institutions have $7.59B invested in Amdocs in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 138 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

159% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5.29M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

1% more funds holding

Funds holding: 373377 (+4)

0.99% more ownership

Funds ownership: 93.68%94.67% (+0.99%)

13% less capital invested

Capital invested by funds: $8.71B → $7.59B (-$1.12B)

20% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 138

Holders
377
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
61
Increased
110
Reduced
138
Closed
55
Calls
$13.7M
Puts
$5.29M
Net Calls
+$8.39M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
226
DC Investments Management
Virginia
$528K +$77.4K +1,234 +16%
MF
227
Magnetar Financial
Illinois
$510K +$546K +8,708 New
PA
228
Parallel Advisors
California
$508K -$72.2K -1,151 -12%
CCM
229
Cox Capital Management
Massachusetts
$491K +$16K +256 +3%
ECM
230
Evergreen Capital Management
Washington
$481K
TPA
231
Trivium Point Advisory
Connecticut
$473K +$506K +8,066 New
LPL Financial
232
LPL Financial
California
$461K -$24.4K -389 -5%
M&T Bank
233
M&T Bank
New York
$426K -$59.8K -954 -12%
SMC
234
Smith, Moore & Co
Missouri
$421K +$19.3K +308 +4%
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$411K +$276K +4,397 +171%
PAS
236
Park Avenue Securities
New York
$410K -$23.6K -376 -5%
HJIM
237
Henry James International Management
New York
$402K -$1.63K -26 -0.4%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$390K -$15.3K -244 -4%
MYIA
239
Mount Yale Investment Advisors
Colorado
$376K -$14.6K -233 -3%
RCC
240
Red Cedar Capital
Nebraska
$374K
BC
241
Brinker Capital
Pennsylvania
$373K +$28.3K +452 +8%
FMT
242
First Mercantile Trust
Tennessee
$358K -$46.1K -735 -11%
ProShare Advisors
243
ProShare Advisors
Maryland
$351K -$179K -2,851 -32%
ACM
244
AlphaCrest Capital Management
New York
$351K +$376K +6,000 New
IFS
245
Ifrah Financial Services
Arkansas
$340K -$10.8K -172 -3%
SL
246
Signition LP
New York
$328K +$351K +5,600 New
CK
247
Cohen Klingenstein
New York
$315K
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$305K -$3.76K -60 -1%
EM
249
Excalibur Management
Massachusetts
$305K
FCI
250
Financial Counselors Inc
Kansas
$304K

DOX Hedge Fund Activity: Q4 2018 in Review

377 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2018, worth a combined $7.59B — down 13% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DOX positions and 55 closed out — a net gain of 6 holders — while 110 added to existing stakes and 138 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $112M.

  • 377 institutional investors held Amdocs (DOX) as of Q4 2018, up from 373 in Q3 2018.
  • Funds reported $7.59B of Amdocs stock for Q4 2018, down 13% quarter-over-quarter.
  • 61 funds opened new Amdocs positions in Q4 2018 and 55 closed out, a net change of +6 holders.
  • The largest Amdocs buyer in Q4 2018 was Wellington Management Group, an estimated $180M added.
  • The largest Amdocs seller in Q4 2018 was Janus Henderson Group, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2018.