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406 hedge funds and large institutions have $9.21B invested in Amdocs in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 134 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,043% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $1.29M

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $8.26B → $9.21B (+$952M)

7% more funds holding

Funds holding: 378406 (+28)

1.77% more ownership

Funds ownership: 92.9%94.67% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 140

Holders
406
Holders Change
+28
Holders Change %
+7.41%
% of All Funds
8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
69
Increased
134
Reduced
140
Closed
31
Calls
$14.8M
Puts
$1.29M
Net Calls
+$13.5M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
226
Orrstown Financial Services
Pennsylvania
$650K +$607K +8,916 New
AI
227
Atria Investments
North Carolina
$639K +$284K +4,167 +89%
ARTA
228
A.R.T. Advisors
New York
$639K +$603K +8,855 New
GCP
229
GSA Capital Partners
United Kingdom
$635K +$599K +8,792 New
SCM
230
Stevens Capital Management
Pennsylvania
$635K +$599K +8,801 New
FM
231
Foster & Motley
Ohio
$628K -$20.8K -305 -3%
AAM
232
Azzad Asset Management
Virginia
$620K -$82.1K -1,205 -11%
GHA
233
GW Henssler & Associates
Georgia
$618K +$85.9K +1,261 +17%
SPC
234
Sigma Planning Corp
Michigan
$584K +$206K +3,024 +60%
CIBC World Market
235
CIBC World Market
Ontario, Canada
$575K -$49.6K -728 -8%
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$573K -$23.4K -343 -4%
BL
237
BFSG LLC
California
$573K +$540K +7,935 New
C
238
Cerebellum
California
$572K +$60.9K +894 +13%
AT
239
Arden Trust
Delaware
$571K -$15K -220 -3%
ETC
240
Exchange Traded Concepts
Oklahoma
$544K +$513K +7,533 New
HIM
241
Hillsdale Investment Management
Ontario, Canada
$541K -$34.1K -500 -6%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$538K +$47.5K +697 +10%
DIM
243
DC Investments Management
Virginia
$532K -$1.36K -20 -0.3%
OSIA
244
O'Shares Investment Advisers
Massachusetts
$522K +$7.08K +104 +1%
SMC
245
Smith, Moore & Co
Missouri
$521K +$1.23K +18 +0.3%
FBFS
246
First Business Financial Services
Wisconsin
$506K
CC
247
Centiva Capital
New York
$494K +$466K +6,846 New
HJIM
248
Henry James International Management
New York
$488K -$341K -5,000 -42%
OAM
249
Oppenheimer Asset Management
New York
$481K +$48.3K +709 +12%
ProShare Advisors
250
ProShare Advisors
Maryland
$470K +$5.86K +86 +1%

DOX Hedge Fund Activity: Q4 2019 in Review

406 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2019, worth a combined $9.21B — up 12% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DOX positions and 31 closed out — a net gain of 38 holders — while 134 added to existing stakes and 140 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $117M.

  • 406 institutional investors held Amdocs (DOX) as of Q4 2019, up from 378 in Q3 2019.
  • Funds reported $9.21B of Amdocs stock for Q4 2019, up 12% quarter-over-quarter.
  • 69 funds opened new Amdocs positions in Q4 2019 and 31 closed out, a net change of +38 holders.
  • The largest Amdocs buyer in Q4 2019 was Wellington Management Group, an estimated $115M added.
  • The largest Amdocs seller in Q4 2019 was Fidelity Investments, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.