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Amdocs
DOX

Overview Fund Activity

455 hedge funds and large institutions have $11B invested in Amdocs in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
45
Increased
144
Reduced
197
Closed
40
Calls
$835K
Puts
$1.1M
Net Calls
-$260K
Net Calls Change
+$1.59M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.42B
2
Parnassus Investments
Parnassus Investments
California
$218M
3
Vanguard Group
Vanguard Group
Pennsylvania
$141M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
5
PR
Payden & Rygel
California
$37.4M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$117M
2
Invesco
Invesco
Georgia
$241M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$66.1M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$180M
5
Pzena Investment Management
Pzena Investment Management
New York
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIS
251
ABN AMRO Investment Solutions
$730K +$730K +7,601 New
PFO
252
Pathstone Family Office
New Jersey
$729K -$754K -7,822 -51%
KBC Group
253
KBC Group
Belgium
$729K +$729K +7,593 New
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$706K -$25.4K -264 -3%
MWM
255
Moran Wealth Management
Florida
$696K +$40.4K +421 +6%
FBFS
256
First Business Financial Services
Wisconsin
$676K – – –
DA
257
Denali Advisors
California
$663K +$10.5K +109 +2%
SC
258
Sierra Capital
Florida
$632K – – –
TPA
259
Trivium Point Advisory
Connecticut
$624K – – –
LKIM
260
Lawson Kroeker Investment Management
Nebraska
$613K +$613K +6,380 New
Calamos Advisors
261
Calamos Advisors
Illinois
$611K – – –
HighTower Advisors
262
HighTower Advisors
Illinois
$610K -$62.9K -654 -9%
TCM
263
Teza Capital Management
Illinois
$607K +$607K +6,326 New
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$588K -$1.04M -10,817 -64%
AWS
265
Atria Wealth Solutions
New York
$578K +$310K +3,212 +115%
SG Americas Securities
266
SG Americas Securities
New York
$574K -$7.52M -78,362 -93%
FHA
267
First Horizon Advisors
Tennessee
$570K +$6.24K +65 +1%
Verition Fund Management
268
Verition Fund Management
Connecticut
$559K +$559K +5,823 New
LAM
269
Lingohr Asset Management
Germany
$552K – – –
MCM
270
MAI Capital Management
Ohio
$540K -$12.5K -130 -2%
ISWM
271
Independent Solutions Wealth Management
New York
$538K -$12.3K -128 -2%
IFS
272
Ifrah Financial Services
Arkansas
$520K -$14K -146 -3%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$506K -$78.6K -818 -13%
MC
274
Maverick Capital
Texas
$505K +$505K +5,259 New
FC
275
FORA Capital
Florida
$491K +$491K +5,108 New
9 10
11
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