We are live on ! Find out more

423 hedge funds and large institutions have $9.16B invested in Amdocs in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 175 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $8.36B → $9.16B (+$805M)

1.98% more ownership

Funds ownership: 90.79%92.77% (+2%)

4% less funds holding

Funds holding: 439423 (-16)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 175

85% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $97.6M

Holders
423
Holders Change
-16
Holders Change %
-3.64%
% of All Funds
7.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
132
Reduced
175
Closed
52
Calls
$14.5M
Puts
$97.6M
Net Calls
-$83.1M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oppenheimer & Co
New York
$383K +$382K +4,948 New
IFS
277
Ifrah Financial Services
Arkansas
$374K +$2.32K +30 +0.6%
MML Investors Services
278
MML Investors Services
Massachusetts
$370K -$84.4K -1,093 -19%
PP
279
Paloma Partners
Connecticut
$356K -$6M -77,650 -94%
LBD
280
Landsberg Bennett & Dubbaneh
Florida
$352K +$23.6K +306 +7%
ROC
281
Running Oak Capital
Minnesota
$351K -$5.49M -71,093 -94%
PP
282
Pegasus Partners
Wisconsin
$343K -$132K -1,704 -28%
BAM
283
Blueshift Asset Management
New Jersey
$342K +$341K +4,418 New
GAM
284
Gotham Asset Management
New York
$337K -$749K -9,697 -69%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$334K +$24.9K +322 +8%
GT
286
Glenview Trust
Kentucky
$333K
WI
287
WrapManager Inc
California
$328K -$12.1K -157 -4%
CFGS
288
Concourse Financial Group Securities
Alabama
$328K +$9.96K +129 +3%
AA
289
ALPS Advisors
Colorado
$323K
CAM
290
ClariVest Asset Management
California
$317K
EM
291
Excalibur Management
Massachusetts
$317K
VWA
292
V Wealth Advisors
Kansas
$314K -$37K -479 -11%
CB
293
Commerce Bank
Missouri
$312K -$40.6K -526 -12%
LCM
294
Logan Capital Management
Pennsylvania
$309K
AAM
295
Azzad Asset Management
Virginia
$304K +$4.71K +61 +2%
WAM
296
World Asset Management
Michigan
$304K -$12.7K -165 -4%
BCM
297
Becker Capital Management
Oregon
$298K -$3.48K -45 -1%
ONB
298
Old National Bancorp
Indiana
$285K -$30.9K -400 -10%
William Blair & Company
299
William Blair & Company
Illinois
$285K -$3.24K -42 -1%
FCI
300
Financial Counselors Inc
Kansas
$282K -$5.17K -67 -2%

DOX Hedge Fund Activity: Q2 2021 in Review

423 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2021, worth a combined $9.16B — up 9.6% from $8.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of DOX and 41 opened new positions — a net loss of 11 holders — while 175 trimmed existing stakes and 132 added.

The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $121M.

  • 423 institutional investors held Amdocs (DOX) as of Q2 2021, down from 439 in Q1 2021.
  • Funds reported $9.16B of Amdocs stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 41 funds opened new Amdocs positions in Q2 2021 and 52 closed out, a net change of -11 holders.
  • The largest Amdocs buyer in Q2 2021 was Fidelity Investments, an estimated $149M added.
  • The largest Amdocs seller in Q2 2021 was Wellington Management Group, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.