Amdocs
311 hedge funds and large institutions have $6.78B invested in Amdocs in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 30 closing their positions.
67% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 30
13% more capital invested
Capital invested by funds: $5.99B → $6.78B (+$791M)
6% more funds holding
Funds holding: 293 → 311 (+18)
0.51% more ownership
Funds ownership: 90.49% → 90.99% (+0.51%)
2% less call options, than puts
Call options by funds: $1.45M | Put options by funds: $1.48M
3% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 119
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$92.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$84.7M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$43.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$24.8M |
| 5 |
O
OppenheimerFunds
New York
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$81.7M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$39.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$38M |
| 4 |
Two Sigma Investments
New York
|
-$31.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$30.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCH
326
Freestone Capital Holdings
Seattle,
Washington
| – | -$603K | -14,627 | Closed |
|
|
TC
327
TFS Capital
West Chester,
Pennsylvania
| – | -$542K | -13,136 | Closed |
|
|
VAM
328
Visium Asset Management
New York
| – | -$504K | -12,221 | Closed |
|
|
HI
329
HBK Investments
Dallas,
Texas
| – | -$363K | -8,800 | Closed |
|
330
SG Americas Securities
New York
| – | -$355K | -8,614 | Closed |
|
|
ZDA
331
Zweig-DiMenna Associates
New York
| – | -$252K | -6,100 | Closed |
|
|
DTL
332
Dynamic Technology Lab
Singapore
| – | -$243K | -5,898 | Closed |
|
|
AI
333
Atria Investments
Charlotte,
North Carolina
| – | -$233K | -5,646 | Closed |
|
|
QT
334
Quantbot Technologies
New York
| – | -$156K | -3,800 | Closed |
|
|
HNB
335
Huntington National Bank
Columbus,
Ohio
| – | -$108K | -2,630 | Closed |
|
|
HF
336
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$12K | -298 | Closed |
|
|
RFA
337
Reilly Financial Advisors
La Mesa,
California
| – | -$5K | -124 | Closed |
|
|
ASN
338
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -89 | Closed |
|
|
NES
339
New England Securities
New York
| – | +$131 | +3 | New |
|
DOX Hedge Fund Activity: Q1 2014 in Review
311 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2014, worth a combined $6.78B — up 13% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DOX positions and 30 closed out — a net gain of 20 holders — while 115 added to existing stakes and 119 trimmed.
The largest buyer was Ninety One (UK), opening a new position worth an estimated $92.9M. The largest seller was Janus Henderson Investors US, cutting an estimated $81.7M.
- 311 institutional investors held Amdocs (DOX) as of Q1 2014, up from 293 in Q4 2013.
- Funds reported $6.78B of Amdocs stock for Q1 2014, up 13% quarter-over-quarter.
- 50 funds opened new Amdocs positions in Q1 2014 and 30 closed out, a net change of +20 holders.
- The largest Amdocs buyer in Q1 2014 was Ninety One (UK), an estimated $92.9M added.
- The largest Amdocs seller in Q1 2014 was Janus Henderson Investors US, an estimated $81.7M sold.
Based on aggregated 13F filings for Q1 2014.