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293 hedge funds and large institutions have $5.99B invested in Amdocs in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $482K

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

32% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 91

11% more funds holding

Funds holding: 264293 (+29)

7% more capital invested

Capital invested by funds: $5.58B → $5.99B (+$414M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.82% less ownership

Funds ownership: 94.31%90.49% (-3.8%)

Holders
293
Holders Change
+29
Holders Change %
+10.98%
% of All Funds
8.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
50
Increased
120
Reduced
91
Closed
19
Calls
$1.82M
Puts
$482K
Net Calls
+$1.34M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
251
Globeflex Capital
California
$215K +$2.87K +73 +1%
TC
252
TradeLink Capital
Illinois
$214K
MWR
253
McAdams Wright Ragen
Washington
$214K +$205K +5,200 New
SEC
254
Seven Eight Capital
New York
$202K +$193K +4,900 New
MLICM
255
Metropolitan Life Insurance Company (MetLife)
New York
$192K
MCM
256
Manchester Capital Management
Vermont
$187K +$245K +6,235 +337%
Federated Hermes
257
Federated Hermes
Pennsylvania
$168K +$157K +4,000 +6,349%
QT
258
Quantbot Technologies
New York
$156K +$31.5K +800 +27%
BJ
259
BlackRock Japan
Japan
$154K +$147K +3,735 New
RNS
260
Robert N. Shapiro
$126K +$40.3K +1,025 +51%
HNB
261
Huntington National Bank
Ohio
$108K
ICOM
262
Investment Counselors of Maryland
Maryland
$97K
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$97K +$49.5K +1,257 +114%
S
264
SignatureFD
Georgia
$96K
HHMI
265
Howard Hughes Medical Institute
Maryland
$87K +$5.98K +152 +8%
Fuller & Thaler Asset Management
266
Fuller & Thaler Asset Management
California
$76K
FNBT
267
FineMark National Bank & Trust
Florida
$72K +$68.8K +1,749 New
QAM
268
QCI Asset Management
New York
$63K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$29K +$12K +306 +78%
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$3.07K +78 +14%
LTFS
271
Ladenburg Thalmann Financial Services
Florida
$25K +$2.71K +69 +13%
DADC
272
D.A. Davidson & Co
Montana
$24K -$15.5K -395 -40%
WEC
273
Winslow Evans & Crocker
Massachusetts
$22K +$20.5K +521 New
LNB
274
Ledyard National Bank
$19K +$18.5K +470 New
CG
275
Colony Group
Massachusetts
$17K +$16.1K +410 New

DOX Hedge Fund Activity: Q4 2013 in Review

293 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2013, worth a combined $5.99B — up 7.4% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DOX positions and 19 closed out — a net gain of 31 holders — while 120 added to existing stakes and 91 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $147M. The largest seller was Dodge & Cox, cutting an estimated $501M.

  • 293 institutional investors held Amdocs (DOX) as of Q4 2013, up from 264 in Q3 2013.
  • Funds reported $5.99B of Amdocs stock for Q4 2013, up 7.4% quarter-over-quarter.
  • 50 funds opened new Amdocs positions in Q4 2013 and 19 closed out, a net change of +31 holders.
  • The largest Amdocs buyer in Q4 2013 was Westwood Holdings Group, an estimated $147M added.
  • The largest Amdocs seller in Q4 2013 was Dodge & Cox, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2013.