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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
BPBT
276
Boston Private Bank & Trust
Massachusetts
$15K +$12.6K +320 +800%
HF
277
Hoxton Financial
West Virginia
$12K +$3.82K +97 +48%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
TRCT
279
Tower Research Capital (TRC)
New York
$8K -$20.7K -525 -72%
WIC
280
Willis Investment Counsel
Georgia
$6.78K +$21K +535 +0.3%
ARMC
281
American Research & Management Company
Massachusetts
$6K
PTC
282
Private Trust Company
Ohio
$6K
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$6K +$2.95K +75 +95%
RFA
284
Reilly Financial Advisors
California
$5K
WA
285
WFG Advisors
Texas
$4K +$2.05K +52 +130%
ASN
286
Advisory Services Network
Georgia
$4K +$3.5K +89 New
WA
287
Waverly Advisors
Alabama
$3K +$2.48K +63 New
ECM
288
Estabrook Capital Management
New York
$2.06K -$1.97K -50 -50%
Creative Planning
289
Creative Planning
Kansas
$1K -$17.3K -440 -93%
CAM
290
ClariVest Asset Management
California
$1K
HI
291
Hudock Inc
Pennsylvania
$1K
T. Rowe Price Associates
292
T. Rowe Price Associates
Maryland
-$185M -5,037,000 Closed
AI
293
Analytic Investors
California
-$39.4M -1,074,751 Closed
CCM
294
Criterion Capital Management
California
-$11.9M -324,329 Closed
Jacobs Levy Equity Management
295
Jacobs Levy Equity Management
New Jersey
-$6.62M -180,760 Closed
TIM
296
Thornburg Investment Management
New Mexico
-$6.56M -179,148 Closed
PP
297
PDT Partners
New York
-$3.39M -92,488 Closed
CCIA
298
Campbell & Co Investment Adviser
Maryland
-$2.57M -70,136 Closed
Ohio Public Employees Retirement System (OPERS)
299
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.43M -38,939 Closed
Credit Agricole
300
Credit Agricole
France
-$1.09M -29,687 Closed

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.