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Amdocs
DOX

509 hedge funds and large institutions have $9.67B invested in Amdocs in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 178 increasing their positions, 183 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

6% more funds holding

Funds holding: 482 → 509 (+27)

2.67% more ownership

Funds ownership: 91.43% → 94.1% (+2.7%)

4% more capital invested

Capital invested by funds: $9.34B → $9.67B (+$329M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 183

65% less call options, than puts

Call options by funds: $4.09M | Put options by funds: $11.7M

Holders
509
Holders Change
+27
Holders Change %
+5.6%
% of All Funds
7.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
178
Reduced
183
Closed
44
Calls
$4.09M
Puts
$11.7M
Net Calls
-$7.58M
Net Calls Change
-$6.44M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$182M
2
Morgan Stanley
Morgan Stanley
New York
+$141M
3
BlackRock
BlackRock
New York
+$66.6M
4
CIC
Crawford Investment Counsel
Georgia
+$51.4M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$49.4M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$203M
2
CI
Clal Insurance
Israel
-$141M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$134M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$79.5M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$50.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$892K +$575K +6,905 +213%
DA
252
Duality Advisers
Florida
$881K +$263K +3,162 +46%
PTC
253
Petrus Trust Company
Texas
$870K – – –
FDP
254
Financiere des Professionnels
Quebec, Canada
$860K +$10.8K +130 +1%
VWM
255
Venturi Wealth Management
Texas
$849K -$17.2K -207 -2%
SC
256
Scotia Capital
Ontario, Canada
$845K -$14.1K -169 -2%
GIM
257
Groesbeck Investment Management
New Jersey
$832K – – –
State of Wisconsin Investment Board
258
State of Wisconsin Investment Board
Wisconsin
$819K +$66.7K +800 +9%
FAM
259
Formidable Asset Management
Ohio
$817K -$18.8K -226 -2%
Fisher Asset Management
260
Fisher Asset Management
Washington
$811K -$150K -1,799 -16%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$798K – – –
AA
262
ALPS Advisors
Colorado
$798K -$15.2K -183 -2%
Chevy Chase Trust
263
Chevy Chase Trust
Maryland
$782K – – –
IWC
264
Integrated Wealth Concepts
Massachusetts
$782K +$16.5K +198 +2%
CM
265
Churchill Management
California
$778K -$140K -1,686 -16%
HIA
266
Harbor Investment Advisory
Maryland
$760K -$8.5K -102 -1%
TWD
267
True Wealth Design
Ohio
$758K +$14.2K +170 +2%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$749K – – –
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$739K +$699K +8,391 New
Verition Fund Management
270
Verition Fund Management
Connecticut
$724K +$202K +2,422 +42%
YAVAPFMC
271
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$717K – – –
YDMI
272
Y.D. More Investments
Israel
$705K – – –
Calamos Advisors
273
Calamos Advisors
Illinois
$703K – – –
ClearBridge Investments
274
ClearBridge Investments
New York
$700K – – –
Axa
275
Axa
France
$697K -$21.2K -254 -3%
9 10
11
12 13

DOX Hedge Fund Activity: Q4 2023 in Review

509 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2023, worth a combined $9.67B — up 3.5% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DOX positions and 44 closed out — a net gain of 35 holders — while 178 added to existing stakes and 183 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Allspring Global Investments, cutting an estimated $203M.

  • 509 institutional investors held Amdocs (DOX) as of Q4 2023, up from 482 in Q3 2023.
  • Funds reported $9.67B of Amdocs stock for Q4 2023, up 3.5% quarter-over-quarter.
  • 79 funds opened new Amdocs positions in Q4 2023 and 44 closed out, a net change of +35 holders.
  • The largest Amdocs buyer in Q4 2023 was Fidelity Investments, an estimated $182M added.
  • The largest Amdocs seller in Q4 2023 was Allspring Global Investments, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2023.