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Amdocs
DOX

Overview Fund Activity

380 hedge funds and large institutions have $6.92B invested in Amdocs in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 134 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
8.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
65
Increased
129
Reduced
134
Closed
61
Calls
$15.7M
Puts
$4M
Net Calls
+$11.7M
Net Calls Change
+$3.32M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
2
Wells Fargo
Wells Fargo
California
+$70.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$53.9M
4
Deutsche Bank
Deutsche Bank
Germany
+$48.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$45.4M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
3
Boston Partners
Boston Partners
Massachusetts
-$92.7M
4
TPI
Tesco Pension Investment
United Kingdom
-$61.4M
5
O
OppenheimerFunds
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
326
Ironwood Financial
Arizona
$14K – – –
EI
327
Ellevest Inc
New York
$13K – – –
OFW
328
Omnia Family Wealth
Florida
$12K -$112K -2,075 -90%
OIA
329
Optimum Investment Advisors
Illinois
$12K – – –
GT
330
Glenmede Trust
Pennsylvania
$11.6K -$25.1K -464,412 -68%
RFA
331
Reilly Financial Advisors
California
$11K – – –
CAL
332
Capital Analysts LLC
Pennsylvania
$11K +$11K +204 New
AIM
333
Assured Investment Management
New York
$11K +$11K +209 New
MIM
334
MetLife Investment Management
New Jersey
$10.2K -$325 -6 -3%
APA
335
American Portfolios Advisors
New York
$10.2K +$2.33K +43 +29%
ACM
336
AUA Capital Management
Pennsylvania
$10K – – –
ASN
337
Advisory Services Network
Georgia
$9K -$18.5K -327 -67%
CFA
338
Carroll Financial Associates
North Carolina
$9K +$1.11K +21 +14%
HWA
339
Heritage Wealth Advisors
Virginia
$7.95K – – –
LFA
340
Legacy Financial Advisors
Kentucky
$7K – – –
GFP
341
Gryphon Financial Partners
Ohio
$7K +$7K +132 New
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$6K -$2.32K -43 -28%
KPW
343
Kore Private Wealth
New York
$6K +$1.56K +28 +35%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$6K +$4.19K +74 +231%
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.26K +92 +708%
GWS
346
Glassman Wealth Services
Virginia
$6K +$6K +103 New
CHP
347
Cable Hill Partners
Oregon
$5K -$2.33K -41 -32%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +83 New
HR
349
Howe & Rusling
New York
$4K -$3.49K -61 -47%
HIM
350
Hillsdale Investment Management
Ontario, Canada
$4K -$615 -10 -13%
12 13
14
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