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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
IRF
301
IBM Retirement Fund
New York
$281K -$58.1K -753 -17%
CQS
302
Credential Qtrade Securities
$275K +$272K +3,529 +11,763%
EGM
303
Engineers Gate Manager
New York
$275K -$2.39M -30,913 -90%
MNBTD
304
Moody National Bank Trust Division
Texas
$274K -$5.25K -68 -2%
RJT
305
Raymond James Trust
Florida
$271K +$309 +4 +0.1%
ANRIA
306
American National Registered Investment Advisor
Texas
$269K -$5.79K -75 -2%
DADC
307
D.A. Davidson & Co
Montana
$269K
NIPH
308
NN Investment Partners Holdings
Netherlands
$267K -$17.1K -221 -6%
ESCM
309
Echo Street Capital Management
New York
$266K -$600K -7,766 -69%
SP
310
Symmetry Partners
Connecticut
$266K -$70.3K -911 -21%
SG Americas Securities
311
SG Americas Securities
New York
$261K -$2.57M -33,240 -91%
TI
312
Tidal Investments
Wisconsin
$260K +$260K +3,365 New
Group One Trading
313
Group One Trading
Illinois
$251K +$250K +3,239 New
AAS
314
Avantax Advisory Services
Texas
$244K -$3.17K -41 -1%
FA
315
FDx Advisors
Illinois
$233K -$16.1K -209 -7%
S
316
SignatureFD
Georgia
$233K +$6.25K +81 +3%
CB
317
Cadence Bank
Mississippi
$232K
DC
318
Davenport & Co
Virginia
$230K +$230K +2,976 New
FTDI
319
First Trust Direct Indexing
Massachusetts
$223K +$222K +2,879 New
RHBC
320
R.H. Bluestein & Co
Michigan
$222K -$90.7K -1,175 -29%
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$222K -$10.3K -133 -4%
SC
322
Saturna Capital
Washington
$220K +$220K +2,850 New
HCM
323
Hilton Capital Management
New York
$218K +$217K +2,816 New
HNB
324
Huntington National Bank
Ohio
$217K
PAMU
325
Pictet Asset Management (UK)
United Kingdom
$208K +$208K +2,689 New

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.