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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
PMFA
376
Plante Moran Financial Advisors
Michigan
$5K +$5.04K +74 New
SL
377
Savior LLC
Massachusetts
$5K +$5.18K +76 New
TFS
378
TrustCore Financial Services
Tennessee
$4K
SIS
379
Sound Income Strategies
Florida
$4K +$68 +1 +2%
IA
380
IFP Advisors
Florida
$4K +$136 +2 +3%
NFG
381
Next Financial Group
Texas
$4K +$3.4K +50 New
SFG
382
Sowa Financial Group
Rhode Island
$4K +$3.47K +51 New
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$477 -7 -13%
BFC
384
Bedel Financial Consulting
Indiana
$3K
CCM
385
Copeland Capital Management
Pennsylvania
$3K
TIM
386
Tortoise Investment Management
New York
$3K
OPS
387
Orion Portfolio Solutions
Nebraska
$3K +$2.45K +36 New
SQA
388
Simon Quick Advisors
New Jersey
$3K +$2.66K +39 New
CI
389
CX Institutional
Indiana
$3K +$2.72K +40 New
KPW
390
Kore Private Wealth
New York
$3K +$2.72K +40 New
CA
391
Crewe Advisors
Utah
$3K +$3.2K +47 New
Lazard Asset Management
392
Lazard Asset Management
New York
$2K -$3.61K -53 -58%
GRP
393
Global Retirement Partners
California
$2K -$2.72K -40 -63%
FCA
394
FinTrust Capital Advisors
South Carolina
$2K
IRC
395
Investors Research Corp
Georgia
$2K
ZB
396
Zions Bancorporation
Utah
$2K
BCA
397
Berman Capital Advisors
Georgia
$2K +$68 +1 +3%
VCM
398
Versant Capital Management
Arizona
$2K +$272 +4 +12%
BWM
399
BerganKDV Wealth Management
Minnesota
$2K +$2.04K +30 New
HWA
400
Heritage Wealth Advisors
Virginia
$1.59K +$1.5K +22 New

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.