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377 hedge funds and large institutions have $7.59B invested in Amdocs in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 138 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

159% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5.29M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

1% more funds holding

Funds holding: 373377 (+4)

0.99% more ownership

Funds ownership: 93.68%94.67% (+0.99%)

13% less capital invested

Capital invested by funds: $8.71B → $7.59B (-$1.12B)

20% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 138

Holders
377
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
61
Increased
110
Reduced
138
Closed
55
Calls
$13.7M
Puts
$5.29M
Net Calls
+$8.39M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
351
Heritage Trust
Oklahoma
$3K
SIS
352
Sound Income Strategies
Florida
$3K
TFS
353
TrustCore Financial Services
Tennessee
$3K
TAIM
354
TD Ameritrade Investment Management
Nebraska
$3K +$878 +14 +33%
Lazard Asset Management
355
Lazard Asset Management
New York
$2K -$4.92M -78,462 -100%
GRP
356
Global Retirement Partners
California
$2K -$2.01K -32 -52%
CI
357
CX Institutional
Indiana
$2K
GCM
358
Gables Capital Management
Florida
$2K
PFBT
359
Parkside Financial Bank & Trust
Missouri
$2K
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$2K
ZB
361
Zions Bancorporation
Utah
$2K
CC
362
Claybrook Capital
Massachusetts
$2K +$1.75K +28 New
WDL
363
Well Done LLC
Michigan
$2K +$1.75K +28 New
DBT
364
Dubuque Bank & Trust
Iowa
$2K +$2.32K +37 New
GWM
365
Geneos Wealth Management
Colorado
$2K +$2.69K +43 New
TC
366
Trust Company
Kansas
$1K -$4.59M -73,198 -100%
FRA
367
Front Row Advisors
California
$1K
SWM
368
SeaCrest Wealth Management
New York
$1K
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$1K
FGC
370
Financial Gravity Companies
Texas
$1K +$815 +13 New
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$815 +13 New
AIA
372
Alera Investment Advisors
Illinois
$1K +$940 +15 New
WANY
373
Wealthspire Advisors (New York)
New York
$1K +$1.07K +17 New
CCM
374
Copeland Capital Management
Pennsylvania
$1K +$1.44K +23 New
FCA
375
FinTrust Capital Advisors
South Carolina
$1K +$1.44K +23 New

DOX Hedge Fund Activity: Q4 2018 in Review

377 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2018, worth a combined $7.59B — down 13% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DOX positions and 55 closed out — a net gain of 6 holders — while 110 added to existing stakes and 138 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $112M.

  • 377 institutional investors held Amdocs (DOX) as of Q4 2018, up from 373 in Q3 2018.
  • Funds reported $7.59B of Amdocs stock for Q4 2018, down 13% quarter-over-quarter.
  • 61 funds opened new Amdocs positions in Q4 2018 and 55 closed out, a net change of +6 holders.
  • The largest Amdocs buyer in Q4 2018 was Wellington Management Group, an estimated $180M added.
  • The largest Amdocs seller in Q4 2018 was Janus Henderson Group, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2018.