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406 hedge funds and large institutions have $9.21B invested in Amdocs in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 134 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,043% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $1.29M

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $8.26B → $9.21B (+$952M)

7% more funds holding

Funds holding: 378406 (+28)

1.77% more ownership

Funds ownership: 92.9%94.67% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 140

Holders
406
Holders Change
+28
Holders Change %
+7.41%
% of All Funds
8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
69
Increased
134
Reduced
140
Closed
31
Calls
$14.8M
Puts
$1.29M
Net Calls
+$13.5M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Meeder Asset Management
Ohio
$79K
FGAM
327
Financial Gravity Asset Management
Texas
$72K -$341 -5 -7%
RE
328
RBC Europe
United Kingdom
$71.8K
SPIA
329
Steward Partners Investment Advisory
New York
$70K
MDCM
330
Morgan Dempsey Capital Management
Wisconsin
$65K
AIS
331
Accurate Investment Solutions
Pennsylvania
$64K +$60.5K +889 New
VFA
332
Valeo Financial Advisors
Indiana
$52K -$9.26K -136 -16%
WEC
333
Winslow Evans & Crocker
Massachusetts
$50K
RWB
334
RMR Wealth Builders
New Jersey
$50K +$46.7K +686 New
PCG
335
Private Capital Group
Connecticut
$49K -$90K -1,321 -66%
MA
336
MUFG Americas
New York
$48K
GDP
337
Great Diamond Partners
Maine
$42K +$39.8K +585 New
SFS
338
Sowell Financial Services
Arkansas
$41K +$2.86K +42 +8%
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$38K
APA
340
American Portfolios Advisors
New York
$33.5K +$18.7K +275 +146%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$33K
RTC
342
Riverview Trust Company
Washington
$33K
QCG
343
Quadrant Capital Group
Ohio
$29K +$3.54K +52 +14%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$28K +$15.5K +227 +138%
ASN
345
Advisory Services Network
Georgia
$25K -$1.77K -26 -7%
CFB
346
Cullen/Frost Bankers
Texas
$24K -$50.6K -743 -69%
HFM
347
Harvest Fund Management
China
$24K +$22.1K +325 New
QAM
348
QCI Asset Management
New York
$23K
SMFS
349
Squar Milner Financial Services
California
$21K +$20K +293 New
CIA
350
CSat Investment Advisory
Michigan
$19K +$2.59K +38 +17%

DOX Hedge Fund Activity: Q4 2019 in Review

406 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2019, worth a combined $9.21B — up 12% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DOX positions and 31 closed out — a net gain of 38 holders — while 134 added to existing stakes and 140 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $117M.

  • 406 institutional investors held Amdocs (DOX) as of Q4 2019, up from 378 in Q3 2019.
  • Funds reported $9.21B of Amdocs stock for Q4 2019, up 12% quarter-over-quarter.
  • 69 funds opened new Amdocs positions in Q4 2019 and 31 closed out, a net change of +38 holders.
  • The largest Amdocs buyer in Q4 2019 was Wellington Management Group, an estimated $115M added.
  • The largest Amdocs seller in Q4 2019 was Fidelity Investments, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.