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390 hedge funds and large institutions have $8.99B invested in Amdocs in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 132 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $10.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $8.75B → $8.99B (+$240M)

1% more funds holding

Funds holding: 387390 (+3)

0.63% more ownership

Funds ownership: 93.27%93.9% (+0.63%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 143

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
390
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
8.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
132
Reduced
143
Closed
35
Calls
$19.3M
Puts
$10.2M
Net Calls
+$9.16M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$170K +$10.1K +150 +6%
TRCT
302
Tower Research Capital (TRC)
New York
$163K +$128K +1,900 +354%
NIT
303
NumerixS Investment Technologies
British Columbia, Canada
$159K -$87.5K -1,300 -35%
ICOM
304
Investment Counselors of Maryland
Maryland
$147K
BNP Paribas Financial Markets
305
BNP Paribas Financial Markets
France
$144K -$762K -11,331 -84%
C
306
Cerebellum
California
$142K -$110K -1,634 -44%
APP
307
Avantax Planning Partners
Iowa
$129K +$130K +1,926 New
MCM
308
Manchester Capital Management
Vermont
$123K
IUHSA
309
Itau Unibanco Holding S.A.
Brazil
$107K -$160K -2,374 -60%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$107K -$2.08K -31 -2%
RS
311
Robeco Schweiz
Switzerland
$103K
PCG
312
Private Capital Group
Connecticut
$85K +$20.7K +308 +32%
YWP
313
YorkBridge Wealth Partners
New York
$83K
SWP
314
Stratos Wealth Partners
Ohio
$81K +$57.3K +852 +232%
Fuller & Thaler Asset Management
315
Fuller & Thaler Asset Management
California
$80K
RCAG
316
Rehmann Capital Advisory Group
Michigan
$73K +$73.3K +1,090 New
RWP
317
RWA Wealth Partners
Massachusetts
$67K +$67.3K +1,000 New
RE
318
RBC Europe
United Kingdom
$66.4K
VFA
319
Valeo Financial Advisors
Indiana
$59K +$55.2K +820 +1,281%
IWM
320
IHT Wealth Management
Illinois
$49K
WEC
321
Winslow Evans & Crocker
Massachusetts
$45.4K
PHK
322
Point72 Hong Kong
Hong Kong
$43K +$43.4K +645 New
AIM
323
Advantage Investment Management
Iowa
$37K
BCP
324
Blackhawk Capital Partners
Wisconsin
$37K
AS
325
Altshuler Shaham
Israel
$37K +$39.4K +586 +198%

DOX Hedge Fund Activity: Q1 2018 in Review

390 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2018, worth a combined $8.99B — up 2.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOX positions and 35 closed out — a net gain of 7 holders — while 132 added to existing stakes and 143 trimmed.

The largest buyer was Cooke & Bieler, opening a new position worth an estimated $61.5M. The largest seller was Two Sigma Investments, cutting an estimated $45.8M.

  • 390 institutional investors held Amdocs (DOX) as of Q1 2018, up from 387 in Q4 2017.
  • Funds reported $8.99B of Amdocs stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 42 funds opened new Amdocs positions in Q1 2018 and 35 closed out, a net change of +7 holders.
  • The largest Amdocs buyer in Q1 2018 was Cooke & Bieler, an estimated $61.5M added.
  • The largest Amdocs seller in Q1 2018 was Two Sigma Investments, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2018.