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406 hedge funds and large institutions have $9.21B invested in Amdocs in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 134 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,043% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $1.29M

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $8.26B → $9.21B (+$952M)

7% more funds holding

Funds holding: 378406 (+28)

1.77% more ownership

Funds ownership: 92.9%94.67% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 140

Holders
406
Holders Change
+28
Holders Change %
+7.41%
% of All Funds
8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
69
Increased
134
Reduced
140
Closed
31
Calls
$14.8M
Puts
$1.29M
Net Calls
+$13.5M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
351
TRUE Private Wealth Advisors
Oregon
$19K +$18K +265 New
IF
352
Ironwood Financial
Arizona
$18K
AssetMark Inc
353
AssetMark Inc
California
$18K +$1.91K +28 +13%
AS
354
Altshuler Shaham
Israel
$18K +$17.2K +252 New
SF
355
Synovus Financial
Georgia
$17K -$10.5K -154 -40%
OIA
356
Optimum Investment Advisors
Illinois
$16K
TCWM
357
Total Clarity Wealth Management
Illinois
$16K +$15.3K +225 New
AIM
358
Arcadia Investment Management
Michigan
$15K
CAL
359
Capital Analysts LLC
Pennsylvania
$15K
RFA
360
Reilly Financial Advisors
California
$14K
TPCW
361
TD Private Client Wealth
New York
$13.1K +$12.4K +182 New
ACM
362
AUA Capital Management
Pennsylvania
$13K
CFA
363
Carroll Financial Associates
North Carolina
$12K
FFC
364
First Financial Corp
Indiana
$12K
RIA
365
Realta Investment Advisors
Delaware
$12K +$8.72K +128 +256%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$10K
MF
367
Manchester Financial
California
$10K +$8.99K +132 New
TAIM
368
TD Ameritrade Investment Management
Nebraska
$8K +$545 +8 +8%
PFBT
369
Parkside Financial Bank & Trust
Missouri
$8K +$953 +14 +15%
GWS
370
Glassman Wealth Services
Virginia
$7K
CG
371
Cutler Group
California
$7K +$6.81K +100 New
PA
372
Procyon Advisors
Connecticut
$6K +$6.06K +89 New
BWA
373
Burt Wealth Advisors
Maryland
$5K
EARNEST Partners
374
EARNEST Partners
Georgia
$5K
HR
375
Howe & Rusling
New York
$5K +$341 +5 +7%

DOX Hedge Fund Activity: Q4 2019 in Review

406 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2019, worth a combined $9.21B — up 12% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DOX positions and 31 closed out — a net gain of 38 holders — while 134 added to existing stakes and 140 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $117M.

  • 406 institutional investors held Amdocs (DOX) as of Q4 2019, up from 378 in Q3 2019.
  • Funds reported $9.21B of Amdocs stock for Q4 2019, up 12% quarter-over-quarter.
  • 69 funds opened new Amdocs positions in Q4 2019 and 31 closed out, a net change of +38 holders.
  • The largest Amdocs buyer in Q4 2019 was Wellington Management Group, an estimated $115M added.
  • The largest Amdocs seller in Q4 2019 was Fidelity Investments, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.