We are live on ! Find out more

390 hedge funds and large institutions have $8.99B invested in Amdocs in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 132 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $10.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $8.75B → $8.99B (+$240M)

1% more funds holding

Funds holding: 387390 (+3)

0.63% more ownership

Funds ownership: 93.27%93.9% (+0.63%)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 143

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
390
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
8.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
132
Reduced
143
Closed
35
Calls
$19.3M
Puts
$10.2M
Net Calls
+$9.16M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
351
Financial Architects (New Jersey)
New Jersey
$11K
Walleye Trading
352
Walleye Trading
New York
$11K +$10.7K +159 New
SF
353
Synovus Financial
Georgia
$11K +$11.3K +168 New
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$10K
SBL
355
Sargent Bickham Lagudis
Colorado
$10K
FMA
356
FNY Managed Accounts
New York
$10K +$1.21K +18 +13%
APA
357
American Portfolios Advisors
New York
$9.74K
GFP
358
Gryphon Financial Partners
Ohio
$8K
LFA
359
Legacy Financial Advisors
Kentucky
$8K
PW
360
Price Wealth
Texas
$7K -$6.66K -99 -50%
VCM
361
Versant Capital Management
Arizona
$7K -$1.41K -21 -16%
HIM
362
Hillsdale Investment Management
Ontario, Canada
$6K
MCM
363
Mainstay Capital Management
Michigan
$6K
IP
364
Isthmus Partners
Wisconsin
$5K
TIM
365
Tortoise Investment Management
New York
$5K
WAM
366
Wealthspire Advisors (Maryland)
Maryland
$5K
CIP
367
Convergence Investment Partners
Florida
$5K +$5.04K +75 New
AIM
368
Arcadia Investment Management
Michigan
$5K +$5.32K +79 New
EARNEST Partners
369
EARNEST Partners
Georgia
$4K
MOS
370
MGO One Seven
Ohio
$4K
AC
371
Avestar Capital
New York
$4K +$269 +4 +6%
GRP
372
Global Retirement Partners
California
$4K +$2.69K +40 +235%
BFC
373
Bedel Financial Consulting
Indiana
$4K +$4.24K +63 New
BGIM
374
Brandywine Global Investment Management
Pennsylvania
$3K -$1.38M -20,470 -100%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$3K -$5.25K -78 -65%

DOX Hedge Fund Activity: Q1 2018 in Review

390 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2018, worth a combined $8.99B — up 2.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOX positions and 35 closed out — a net gain of 7 holders — while 132 added to existing stakes and 143 trimmed.

The largest buyer was Cooke & Bieler, opening a new position worth an estimated $61.5M. The largest seller was Two Sigma Investments, cutting an estimated $45.8M.

  • 390 institutional investors held Amdocs (DOX) as of Q1 2018, up from 387 in Q4 2017.
  • Funds reported $8.99B of Amdocs stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 42 funds opened new Amdocs positions in Q1 2018 and 35 closed out, a net change of +7 holders.
  • The largest Amdocs buyer in Q1 2018 was Cooke & Bieler, an estimated $61.5M added.
  • The largest Amdocs seller in Q1 2018 was Two Sigma Investments, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2018.