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373 hedge funds and large institutions have $8.71B invested in Amdocs in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 131 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% more ownership

Funds ownership: 92.65%93.68% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 131

1% more capital invested

Capital invested by funds: $8.66B → $8.71B (+$46.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 396373 (-23)

16% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $21.5M

32% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 59

Holders
373
Holders Change
-23
Holders Change %
-5.81%
% of All Funds
8.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
133
Reduced
131
Closed
59
Calls
$18.2M
Puts
$21.5M
Net Calls
-$3.35M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$273K -4,120 -95%
BI
327
Bramshill Investments
Florida
$15K +$15.2K +230 New
OIA
328
Optimum Investment Advisors
Illinois
$14K
RFA
329
Reilly Financial Advisors
California
$13K
MIM
330
MetLife Investment Management
New Jersey
$13K +$13K +197 New
ACM
331
AUA Capital Management
Pennsylvania
$12K
TPWA
332
TRUE Private Wealth Advisors
Oregon
$11.1K +$11.1K +168 New
HR
333
Howe & Rusling
New York
$11K -$794 -12 -7%
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$10K
SBL
335
Sargent Bickham Lagudis
Colorado
$10K
APA
336
American Portfolios Advisors
New York
$9.63K
FHA
337
Flagship Harbor Advisors
Massachusetts
$9K
HWA
338
Heritage Wealth Advisors
Virginia
$9K +$9.72K +147 New
CHP
339
Cable Hill Partners
Oregon
$8K -$14.8K -224 -63%
LFA
340
Legacy Financial Advisors
Kentucky
$8K
MCM
341
Mainstay Capital Management
Michigan
$7K
VCM
342
Versant Capital Management
Arizona
$6K -$1.26K -19 -17%
KJWM
343
Kiley Juergens Wealth Management
Washington
$6K
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$6K +$992 +15 +22%
HIM
345
Hillsdale Investment Management
Ontario, Canada
$5K -$331 -5 -6%
AIM
346
Arcadia Investment Management
Michigan
$5K
IP
347
Isthmus Partners
Wisconsin
$5K
TIM
348
Tortoise Investment Management
New York
$5K
EARNEST Partners
349
EARNEST Partners
Georgia
$4K
TFS
350
TrustCore Financial Services
Tennessee
$4K

DOX Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2018, worth a combined $8.71B — up 0.54% from $8.66B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of DOX and 40 opened new positions — a net loss of 19 holders — while 131 trimmed existing stakes and 133 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $139M. The largest seller was DZ Bank, cutting an estimated $125M.

  • 373 institutional investors held Amdocs (DOX) as of Q3 2018, down from 396 in Q2 2018.
  • Funds reported $8.71B of Amdocs stock for Q3 2018, up 0.54% quarter-over-quarter.
  • 40 funds opened new Amdocs positions in Q3 2018 and 59 closed out, a net change of -19 holders.
  • The largest Amdocs buyer in Q3 2018 was Nordea Investment Management, an estimated $139M added.
  • The largest Amdocs seller in Q3 2018 was DZ Bank, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2018.