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Amdocs
DOX

Overview Fund Activity

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
Holders
406
Holders Change
+28
Holders Change %
+7.41%
% of All Funds
8.02%
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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$451M
2
CB
2
Cooke & Bieler
Pennsylvania
$200M
3
Bessemer Group
3
Bessemer Group
New Jersey
$62.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.8M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.15B
2
BlackRock
2
BlackRock
New York
$317M
3
WRF
3
Waddell & Reed Financial
Kansas
$68.3M
4
ESCM
4
Echo Street Capital Management
New York
$18.1M
5
BCM
5
Bridgeway Capital Management
Texas
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
326
Meeder Asset Management
Ohio
$79K – – –
FGAM
327
Financial Gravity Asset Management
Texas
$72K -$5.81K -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 +$64K +889 New
VFA
332
Valeo Financial Advisors
Indiana
$52K -$9.82K -136 -16%
WEC
333
Winslow Evans & Crocker
Massachusetts
$50K – – –
RWB
334
RMR Wealth Builders
New Jersey
$50K +$50K +686 New
PCG
335
Private Capital Group
Connecticut
$49K -$94.6K -1,321 -66%
MA
336
MUFG Americas
New York
$48K – – –
GDP
337
Great Diamond Partners
Maine
$42K +$42K +585 New
SFS
338
Sowell Financial Services
Arkansas
$41K +$3.01K +42 +8%
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$38K – – –
APA
340
American Portfolios Advisors
New York
$33.5K +$19.9K +275 +146%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$33K – – –
RTC
342
Riverview Trust Company
Washington
$33K – – –
QCG
343
Quadrant Capital Group
Ohio
$29K +$3.48K +52 +14%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$28K +$16.3K +227 +138%
ASN
345
Advisory Services Network
Georgia
$25K -$1.84K -26 -7%
CFB
346
Cullen/Frost Bankers
Texas
$24K -$53.6K -743 -69%
HFM
347
Harvest Fund Management
China
$24K +$24K +325 New
QAM
348
QCI Asset Management
New York
$23K – – –
SMFS
349
Squar Milner Financial Services
California
$21K +$21K +293 New
CIA
350
CSat Investment Advisory
Michigan
$19K +$2.73K +38 +17%
12 13
14
15 16