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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
HWP
376
Hefty Wealth Partners
Indiana
$3K
HT
377
Heritage Trust
Oklahoma
$3K
HFP
378
Holistic Financial Partners
Indiana
$3K
OFS
379
Orrstown Financial Services
Pennsylvania
$3K
ML
380
McAdam LLC
Pennsylvania
$3K +$3.03K +45 New
TSW
381
Thompson Siegel & Walmsley
Virginia
$2K -$28.2K -419 -93%
WWMSC
382
Wagner Wealth Management (South Carolina)
South Carolina
$2K -$6.73K -100 -74%
OIA
383
OneDigital Investment Advisors
Kansas
$2K
SWM
384
SeaCrest Wealth Management
New York
$2K
PFBT
385
Parkside Financial Bank & Trust
Missouri
$2K +$673 +10 +45%
FGC
386
Financial Gravity Companies
Texas
$2K +$875 +13 +118%
FGAM
387
Financial Gravity Asset Management
Texas
$2K +$1.61K +24 New
SQA
388
Simon Quick Advisors
New Jersey
$1K
TL
389
TrueWealth LLC
Georgia
$1K
CFA
390
Carroll Financial Associates
North Carolina
$1K +$1.48K +22 New
WI
391
WBI Investments
New Jersey
-$8.19M -125,132 Closed
Capital Fund Management (CFM)
392
Capital Fund Management (CFM)
France
-$6.72M -102,600 Closed
Citadel Advisors
393
Citadel Advisors
Florida
-$4.46M -66,336 Closed
SEC
394
Seven Eight Capital
New York
-$3.58M -54,600 Closed
American Century Companies
395
American Century Companies
Missouri
-$3.01M -45,992 Closed
GAM
396
Gotham Asset Management
New York
-$2.88M -43,971 Closed
TI
397
Trexquant Investment
Connecticut
-$1.8M -27,424 Closed
OAM
398
Oppenheimer Asset Management
New York
-$1.37M -21,329 Closed
OAM
399
Oxford Asset Management
United Kingdom
-$1.15M -17,519 Closed
TCM
400
Teza Capital Management
Illinois
-$1.04M -15,837 Closed

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.