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390 hedge funds and large institutions have $8.99B invested in Amdocs in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 132 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $10.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $8.75B → $8.99B (+$240M)

1% more funds holding

Funds holding: 387390 (+3)

0.63% more ownership

Funds ownership: 93.27%93.9% (+0.63%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 143

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
390
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
8.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
132
Reduced
143
Closed
35
Calls
$19.3M
Puts
$10.2M
Net Calls
+$9.16M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
326
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
KF
327
Krilogy Financial
Missouri
$33K
IA
328
IFP Advisors
Florida
$32K
PWM
329
Perigon Wealth Management
California
$32K
LNB
330
Ledyard National Bank
$31K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$31K +$13.9K +206 +81%
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$27K +$27.3K +406 New
ASN
333
Advisory Services Network
Georgia
$24K -$4.84K -72 -17%
EA
334
Edge Advisors
Georgia
$24K
PCP
335
Proficio Capital Partners
Massachusetts
$24K
CHP
336
Cable Hill Partners
Oregon
$23K -$2.76K -41 -10%
QAM
337
QCI Asset Management
New York
$22K
QCG
338
Quadrant Capital Group
Ohio
$21K
CBT
339
Capital Bank & Trust
California
$20K
PS
340
Portfolio Strategies
New York
$20K +$67 +1 +0.3%
AssetMark Inc
341
AssetMark Inc
California
$19K -$86.9K -1,292 -82%
ST
342
Sageworth Trust
Pennsylvania
$18K
CCA
343
Clearwater Capital Advisors
Illinois
$17K +$17.5K +260 New
CPA
344
Clear Perspective Advisors
Illinois
$16K
OIA
345
Optimum Investment Advisors
Illinois
$14K +$14.5K +215 New
WPW
346
Winthrop Partners - WNY
New York
$13.3K +$13.5K +200 New
HR
347
Howe & Rusling
New York
$13K -$1.41K -21 -10%
RFA
348
Reilly Financial Advisors
California
$13K
ACM
349
AUA Capital Management
Pennsylvania
$12K
MGIA
350
Moneta Group Investment Advisors
Missouri
$12K

DOX Hedge Fund Activity: Q1 2018 in Review

390 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2018, worth a combined $8.99B — up 2.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOX positions and 35 closed out — a net gain of 7 holders — while 132 added to existing stakes and 143 trimmed.

The largest buyer was Cooke & Bieler, opening a new position worth an estimated $61.5M. The largest seller was Two Sigma Investments, cutting an estimated $45.8M.

  • 390 institutional investors held Amdocs (DOX) as of Q1 2018, up from 387 in Q4 2017.
  • Funds reported $8.99B of Amdocs stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 42 funds opened new Amdocs positions in Q1 2018 and 35 closed out, a net change of +7 holders.
  • The largest Amdocs buyer in Q1 2018 was Cooke & Bieler, an estimated $61.5M added.
  • The largest Amdocs seller in Q1 2018 was Two Sigma Investments, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2018.