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356 hedge funds and large institutions have $7.73B invested in Amdocs in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 133 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.21M

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

1% more funds holding

Funds holding: 352356 (+4)

0.91% less ownership

Funds ownership: 85.09%84.18% (-0.91%)

5% less capital invested

Capital invested by funds: $8.12B → $7.73B (-$383M)

6% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 141

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
356
Holders Change
+4
Holders Change %
+1.14%
% of All Funds
9.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
35
Increased
133
Reduced
141
Closed
28
Calls
$2.92M
Puts
$1.21M
Net Calls
+$1.71M
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$15K
IR
327
Invictus RG
Bermuda
$15K +$14.7K +256 New
LWCFA
328
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
ASN
329
Advisory Services Network
Georgia
$13K
SBL
330
Sargent Bickham Lagudis
Colorado
$13K
HR
331
Howe & Rusling
New York
$13K +$287 +5 +2%
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$10K +$10.4K +181 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$9K
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$9K +$1.72K +30 +24%
MA
335
MUFG Americas
New York
$7K -$419K -7,301 -98%
VCM
336
Versant Capital Management
Arizona
$7K
BIG
337
Bellwether Investment Group
Tennessee
$6K +$5.73K +100 New
Manulife (Manufacturers Life Insurance)
338
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$5.73K +100 New
MWP
339
MYCIO Wealth Partners
Pennsylvania
$4K +$1.83K +32 +100%
FIB
340
First Interstate Bank
Montana
$3K -$49.7K -866 -95%
HIM
341
Hillsdale Investment Management
Ontario, Canada
$3K
1832 Asset Management
342
1832 Asset Management
Ontario, Canada
$3K +$2.87K +50 New
CHP
343
Cable Hill Partners
Oregon
$2K
HWP
344
Hefty Wealth Partners
Indiana
$2K
IWMPD
345
Integrated Wealth Management (Palm Desert)
California
$2K
ZB
346
Zions Bancorporation
Utah
$2K
VIA
347
Vantage Investment Advisors
Pennsylvania
$2K +$1.66K +29 New
PRCM
348
Pine River Capital Management
Minnesota
$1.06K +$324K +5,647 +44%
FHA
349
First Horizon Advisors
Tennessee
$1K
PFBT
350
Parkside Financial Bank & Trust
Missouri
$1K

DOX Hedge Fund Activity: Q2 2016 in Review

356 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2016, worth a combined $7.73B — down 4.7% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DOX positions and 28 closed out — a net gain of 7 holders — while 133 added to existing stakes and 141 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $34.4M. The largest seller was Bank of Montreal, cutting an estimated $117M.

  • 356 institutional investors held Amdocs (DOX) as of Q2 2016, up from 352 in Q1 2016.
  • Funds reported $7.73B of Amdocs stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 35 funds opened new Amdocs positions in Q2 2016 and 28 closed out, a net change of +7 holders.
  • The largest Amdocs buyer in Q2 2016 was Migdal Insurance & Financial Holdings, an estimated $34.4M added.
  • The largest Amdocs seller in Q2 2016 was Bank of Montreal, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2016.