We are live on ! Find out more

357 hedge funds and large institutions have $7.58B invested in Amdocs in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 356357 (+1)

2% less capital invested

Capital invested by funds: $7.73B → $7.58B (-$156M)

1.08% less ownership

Funds ownership: 84.18%83.1% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 150

58% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $6.96M

Holders
357
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
121
Reduced
150
Closed
30
Calls
$2.93M
Puts
$6.96M
Net Calls
-$4.03M
Net Calls Change
-$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
326
QCI Asset Management
New York
$19K -$17.7K -300 -48%
AIM
327
Acrospire Investment Management
Illinois
$17K -$29.5K -500 -63%
CGT
328
Capital Guardian Trust
California
$17K
BFEC
329
Benjamin F. Edwards & Company
Missouri
$15K
QCG
330
Quadrant Capital Group
Ohio
$15K
HR
331
Howe & Rusling
New York
$13K
PWM
332
Perigon Wealth Management
California
$13K +$13K +220 New
ASN
333
Advisory Services Network
Georgia
$12K -$236 -4 -2%
Loomis, Sayles & Company
334
Loomis, Sayles & Company
Massachusetts
$10K -$295 -5 -3%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$10K +$942 +16 +10%
MFS
336
MSI Financial Services
Massachusetts
$9K -$35.3K -600 -80%
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$9K
M
338
MOTCO
Texas
$8K +$8.19K +139 New
MA
339
MUFG Americas
New York
$7K
VCM
340
Versant Capital Management
Arizona
$7K +$59 +1 +0.8%
Manulife (Manufacturers Life Insurance)
341
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$1.41K +24 +24%
CTC
342
Central Trust Company
Missouri
$6K -$286K -4,860 -98%
NFG
343
Next Financial Group
Texas
$5K +$5.42K +92 New
VOYA Investment Management
344
VOYA Investment Management
Georgia
$3.22K +$162K +2,752 +5%
FIB
345
First Interstate Bank
Montana
$3K
HIM
346
Hillsdale Investment Management
Ontario, Canada
$3K +$589 +10 +22%
CHP
347
Cable Hill Partners
Oregon
$2K
CF
348
CenterStar Fund
Illinois
$2K
HWP
349
Hefty Wealth Partners
Indiana
$2K
IWMPD
350
Integrated Wealth Management (Palm Desert)
California
$2K

DOX Hedge Fund Activity: Q3 2016 in Review

357 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2016, worth a combined $7.58B — down 2% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DOX positions and 30 closed out — a net gain of 3 holders — while 121 added to existing stakes and 150 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $130M. The largest seller was Acadian Asset Management, cutting an estimated $66.2M.

  • 357 institutional investors held Amdocs (DOX) as of Q3 2016, up from 356 in Q2 2016.
  • Funds reported $7.58B of Amdocs stock for Q3 2016, down 2% quarter-over-quarter.
  • 33 funds opened new Amdocs positions in Q3 2016 and 30 closed out, a net change of +3 holders.
  • The largest Amdocs buyer in Q3 2016 was Massachusetts Financial Services, an estimated $130M added.
  • The largest Amdocs seller in Q3 2016 was Acadian Asset Management, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2016.