We are live on ! Find out more

423 hedge funds and large institutions have $9.16B invested in Amdocs in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 175 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $8.36B → $9.16B (+$805M)

1.98% more ownership

Funds ownership: 90.79%92.77% (+2%)

4% less funds holding

Funds holding: 439423 (-16)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 175

85% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $97.6M

Holders
423
Holders Change
-16
Holders Change %
-3.64%
% of All Funds
7.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
132
Reduced
175
Closed
52
Calls
$14.5M
Puts
$97.6M
Net Calls
-$83.1M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
326
Nomura Asset Management
Japan
$208K -$35.8K -463 -15%
SM
327
Sciencast Management
New Jersey
$207K -$3.01M -38,932 -94%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$207K +$206K +2,669 New
MLICM
329
Metropolitan Life Insurance Company (MetLife)
New York
$207K +$4.48K +58 +2%
SW
330
SVB Wealth
Massachusetts
$202K +$201K +2,607 New
NICM
331
Neo Ivy Capital Management
New York
$198K -$717K -9,290 -78%
FMT
332
First Mercantile Trust
Tennessee
$187K -$9.27K -120 -5%
AII
333
AGF Investments Inc
Ontario, Canada
$180K +$180K +2,328 New
CTC
334
Central Trust Company
Missouri
$178K
OIA
335
Optimum Investment Advisors
Illinois
$178K
ICOM
336
Investment Counselors of Maryland
Maryland
$167K
JCM
337
Jacobi Capital Management
Pennsylvania
$151K
JWM
338
Janiczek Wealth Management
Colorado
$149K +$9.19K +119 +7%
MCM
339
Manchester Capital Management
Vermont
$143K
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$142K -$1.31K -17 -0.9%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$121K +$82.8K +1,072 +212%
CG
342
Cutler Group
California
$112K +$112K +1,448 New
SPIA
343
Steward Partners Investment Advisory
New York
$91K
DMBA
344
Deseret Mutual Benefit Administrators
Utah
$88K +$87.4K +1,132 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$86K -$847K -10,973 -91%
SWM
346
Spire Wealth Management
Virginia
$86K -$57.2K -741 -40%
QCG
347
Quadrant Capital Group
Ohio
$74K +$1.39K +18 +2%
Walleye Trading
348
Walleye Trading
New York
$74K +$73.8K +956 New
AS
349
Altshuler Shaham
Israel
$66K -$7.57K -98 -10%
GIBU
350
Gulf International Bank (UK)
United Kingdom
$57K

DOX Hedge Fund Activity: Q2 2021 in Review

423 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2021, worth a combined $9.16B — up 9.6% from $8.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of DOX and 41 opened new positions — a net loss of 11 holders — while 175 trimmed existing stakes and 132 added.

The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $121M.

  • 423 institutional investors held Amdocs (DOX) as of Q2 2021, down from 439 in Q1 2021.
  • Funds reported $9.16B of Amdocs stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 41 funds opened new Amdocs positions in Q2 2021 and 52 closed out, a net change of -11 holders.
  • The largest Amdocs buyer in Q2 2021 was Fidelity Investments, an estimated $149M added.
  • The largest Amdocs seller in Q2 2021 was Wellington Management Group, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.