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377 hedge funds and large institutions have $7.59B invested in Amdocs in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 138 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

159% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5.29M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

1% more funds holding

Funds holding: 373377 (+4)

0.99% more ownership

Funds ownership: 93.68%94.67% (+0.99%)

13% less capital invested

Capital invested by funds: $8.71B → $7.59B (-$1.12B)

20% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 138

Holders
377
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
61
Increased
110
Reduced
138
Closed
55
Calls
$13.7M
Puts
$5.29M
Net Calls
+$8.39M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$51K -$752 -12 -1%
MAM
302
Meeder Asset Management
Ohio
$42K -$56.4K -900 -56%
WEC
303
Winslow Evans & Crocker
Massachusetts
$42K
CFGS
304
Concourse Financial Group Securities
Alabama
$42K +$17.7K +283 +64%
GT
305
Glenmede Trust
Pennsylvania
$39.8K +$3.55M +56,680 +9%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
ASN
307
Advisory Services Network
Georgia
$28K -$9.09K -145 -23%
LNB
308
Ledyard National Bank
$28K
BFEC
309
Benjamin F. Edwards & Company
Missouri
$27K
RTC
310
Riverview Trust Company
Washington
$27K +$28.8K +460 New
AS
311
Altshuler Shaham
Israel
$26K +$3.89K +62 +16%
MDCM
312
Morgan Dempsey Capital Management
Wisconsin
$25K +$27K +431 New
SF
313
Synovus Financial
Georgia
$23K
QCG
314
Quadrant Capital Group
Ohio
$23K +$4.95K +79 +24%
PCP
315
Proficio Capital Partners
Massachusetts
$21K
AssetMark Inc
316
AssetMark Inc
California
$20K
QAM
317
QCI Asset Management
New York
$19K
AIC
318
Ameritas Investment Company
Nebraska
$19K +$19.9K +317 New
OIA
319
OneDigital Investment Advisors
Kansas
$19K +$19.9K +317 New
IF
320
Ironwood Financial
Arizona
$15K
MWA
321
Meridian Wealth Advisors
Texas
$15K +$15.7K +250 New
EI
322
Ellevest Inc
New York
$14K +$14.7K +235 New
OIA
323
Optimum Investment Advisors
Illinois
$13K
WT
324
Whittier Trust
California
$13K +$13.5K +216 New
RFA
325
Reilly Financial Advisors
California
$12K

DOX Hedge Fund Activity: Q4 2018 in Review

377 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2018, worth a combined $7.59B — down 13% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DOX positions and 55 closed out — a net gain of 6 holders — while 110 added to existing stakes and 138 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $112M.

  • 377 institutional investors held Amdocs (DOX) as of Q4 2018, up from 373 in Q3 2018.
  • Funds reported $7.59B of Amdocs stock for Q4 2018, down 13% quarter-over-quarter.
  • 61 funds opened new Amdocs positions in Q4 2018 and 55 closed out, a net change of +6 holders.
  • The largest Amdocs buyer in Q4 2018 was Wellington Management Group, an estimated $180M added.
  • The largest Amdocs seller in Q4 2018 was Janus Henderson Group, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2018.