Amdocs
346 hedge funds and large institutions have $8.59B invested in Amdocs in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 33 closing their positions.
97% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $7.13M
2.56% more ownership
Funds ownership: 89.71% → 92.27% (+2.6%)
6% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 126
2% more capital invested
Capital invested by funds: $8.47B → $8.59B (+$129M)
4% less funds holding
Funds holding: 359 → 346 (-13)
24% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 33
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$163M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$112M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$69.8M |
| 5 |
Goldman Sachs
New York
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$167M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$105M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$57.9M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$45.2M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$26.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$71K | -1,100 | Closed |
|
|
DADC
377
D.A. Davidson & Co
Great Falls,
Montana
| – | -$66K | -1,031 | Closed |
|
|
PHK
378
Point72 Hong Kong
Hong Kong
| – | -$21K | -328 | Closed |
|
|
NA
379
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.93K | -92 | Closed |
|
DOX Hedge Fund Activity: Q3 2017 in Review
346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2017, worth a combined $8.59B — up 1.5% from $8.47B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of DOX and 25 opened new positions — a net loss of 8 holders — while 126 trimmed existing stakes and 134 added.
The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $163M. The largest seller was BlackRock, cutting an estimated $167M.
- 346 institutional investors held Amdocs (DOX) as of Q3 2017, down from 359 in Q2 2017.
- Funds reported $8.59B of Amdocs stock for Q3 2017, up 1.5% quarter-over-quarter.
- 25 funds opened new Amdocs positions in Q3 2017 and 33 closed out, a net change of -8 holders.
- The largest Amdocs buyer in Q3 2017 was Beutel, Goodman & Co, an estimated $163M added.
- The largest Amdocs seller in Q3 2017 was BlackRock, an estimated $167M sold.
Based on aggregated 13F filings for Q3 2017.