DOX icon

Amdocs
DOX

Overview Fund Activity

467 hedge funds and large institutions have $11B invested in Amdocs in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
60
Increased
156
Reduced
171
Closed
47
Calls
$1.67M
Puts
$811K
Net Calls
+$860K
Net Calls Change
+$1.12M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$83.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.8M
3
Bank of America
Bank of America
North Carolina
+$26.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$22.7M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$18.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$152M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$125M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$89.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57.4M
5
Invesco
Invesco
Georgia
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$327K +$21.3K +215 +7%
CA
327
Cetera Advisors
Colorado
$323K +$323K +3,265 New
PA
328
PFG Advisors
Arizona
$321K +$321K +3,247 New
NA
329
Navellier & Associates
Nevada
$321K +$321K +3,243 New
TRCT
330
Tower Research Capital (TRC)
New York
$316K +$292K +2,958 +1,253%
MIM
331
Morningstar Investment Management
Illinois
$315K +$315K +3,187 New
CK
332
Cohen Klingenstein
New York
$314K -$84.6K -856 -21%
TC
333
TownSquare Capital
Utah
$312K +$312K +3,155 New
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$311K -$4.15K -42 -1%
HJIM
335
Henry James International Management
New York
$310K +$18.5K +187 +6%
William Blair & Company
336
William Blair & Company
Illinois
$308K – – –
TAM
337
Tucker Asset Management
Colorado
$307K +$273K +2,759 +788%
ACA
338
Atlas Capital Advisors
Wyoming
$304K – – –
WAM
339
Watershed Asset Management
California
$301K +$301K +3,049 New
PAG
340
Private Advisor Group
New Jersey
$301K -$26.4K -267 -8%
EM
341
Excalibur Management
Massachusetts
$292K – – –
CIBC World Market
342
CIBC World Market
Ontario, Canada
$290K +$39.5K +399 +16%
HCM
343
Hilton Capital Management
New York
$289K -$69.3K -701 -19%
BL
344
Balentine LLC
Georgia
$286K -$7.02K -71 -2%
FTDI
345
First Trust Direct Indexing
Massachusetts
$284K +$4.55K +46 +2%
FL
346
Fort LP
Maryland
$281K -$43.1K -436 -13%
BTWM
347
Baker Tilly Wealth Management
Wisconsin
$281K +$494 +5 +0.2%
P
348
Pitcairn
Pennsylvania
$275K +$2.57K +26 +0.9%
BW
349
Bison Wealth
Georgia
$275K +$275K +2,777 New
RBC
350
Romano Brothers & Co
Illinois
$267K – – –
12 13
14
15 16