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373 hedge funds and large institutions have $8.71B invested in Amdocs in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 131 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% more ownership

Funds ownership: 92.65%93.68% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 131

1% more capital invested

Capital invested by funds: $8.66B → $8.71B (+$46.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 396373 (-23)

16% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $21.5M

32% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 59

Holders
373
Holders Change
-23
Holders Change %
-5.81%
% of All Funds
8.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
133
Reduced
131
Closed
59
Calls
$18.2M
Puts
$21.5M
Net Calls
-$3.35M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$4K +$265 +4 +7%
PMFA
352
Plante Moran Financial Advisors
Michigan
$4K +$4.23K +64 New
BFC
353
Bedel Financial Consulting
Indiana
$3K
CI
354
CX Institutional
Indiana
$3K
HT
355
Heritage Trust
Oklahoma
$3K
ML
356
McAdam LLC
Pennsylvania
$3K
TAIM
357
TD Ameritrade Investment Management
Nebraska
$3K +$1.85K +28 +187%
EA
358
Elm Advisors
California
$3K +$2.65K +40 New
SIS
359
Sound Income Strategies
Florida
$3K +$3.17K +48 New
PFBT
360
Parkside Financial Bank & Trust
Missouri
$2K -$265 -4 -11%
GCM
361
Gables Capital Management
Florida
$2K
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$2K
SWM
363
SeaCrest Wealth Management
New York
$2K
TSW
364
Thompson Siegel & Walmsley
Virginia
$2K
WWMSC
365
Wagner Wealth Management (South Carolina)
South Carolina
$2K
ZB
366
Zions Bancorporation
Utah
$2K
GP
367
Girard Partners
Pennsylvania
$2K +$2.65K +40 New
FGAM
368
Financial Gravity Asset Management
Texas
$1K
SQA
369
Simon Quick Advisors
New Jersey
$1K
TL
370
TrueWealth LLC
Georgia
$1K
NFG
371
Next Financial Group
Texas
$1K +$661 +10 New
TNBTD
372
Trustmark National Bank Trust Department
Mississippi
$1K +$860 +13 New
FRA
373
Front Row Advisors
California
$1
PC
374
Polar Capital
United Kingdom
-$46.6K -703,295 Closed
FQ
375
First Quadrant
California
-$21.2M -320,391 Closed

DOX Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2018, worth a combined $8.71B — up 0.54% from $8.66B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of DOX and 40 opened new positions — a net loss of 19 holders — while 131 trimmed existing stakes and 133 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $139M. The largest seller was DZ Bank, cutting an estimated $125M.

  • 373 institutional investors held Amdocs (DOX) as of Q3 2018, down from 396 in Q2 2018.
  • Funds reported $8.71B of Amdocs stock for Q3 2018, up 0.54% quarter-over-quarter.
  • 40 funds opened new Amdocs positions in Q3 2018 and 59 closed out, a net change of -19 holders.
  • The largest Amdocs buyer in Q3 2018 was Nordea Investment Management, an estimated $139M added.
  • The largest Amdocs seller in Q3 2018 was DZ Bank, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2018.