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Amdocs
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Overview Fund Activity

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
Holders
406
Holders Change
+28
Holders Change %
+7.41%
% of All Funds
8.02%
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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$451M
2
CB
2
Cooke & Bieler
Pennsylvania
$200M
3
Bessemer Group
3
Bessemer Group
New Jersey
$62.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.8M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.15B
2
BlackRock
2
BlackRock
New York
$317M
3
WRF
3
Waddell & Reed Financial
Kansas
$68.3M
4
ESCM
4
Echo Street Capital Management
New York
$18.1M
5
BCM
5
Bridgeway Capital Management
Texas
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
376
Plante Moran Financial Advisors
Michigan
$5K +$5K +74 New
SL
377
Savior LLC
Massachusetts
$5K +$5K +76 New
TFS
378
TrustCore Financial Services
Tennessee
$4K – – –
SIS
379
Sound Income Strategies
Florida
$4K +$82 +1 +2%
IA
380
IFP Advisors
Florida
$4K +$123 +2 +3%
NFG
381
Next Financial Group
Texas
$4K +$4K +50 New
SFG
382
Sowa Financial Group
Rhode Island
$4K +$4K +51 New
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$438 -7 -13%
TIM
384
Tortoise Investment Management
New York
$3K – – –
CCM
385
Copeland Capital Management
Pennsylvania
$3K – – –
BFC
386
Bedel Financial Consulting
Indiana
$3K – – –
OPS
387
Orion Portfolio Solutions
Nebraska
$3K +$3K +36 New
SQA
388
Simon Quick Advisors
New Jersey
$3K +$3K +39 New
CI
389
CX Institutional
Indiana
$3K +$3K +40 New
KPW
390
Kore Private Wealth
New York
$3K +$3K +40 New
CA
391
Crewe Advisors
Utah
$3K +$3K +47 New
Lazard Asset Management
392
Lazard Asset Management
New York
$2K -$2.79K -53 -58%
GRP
393
Global Retirement Partners
California
$2K -$3.33K -40 -63%
IRC
394
Investors Research Corp
Georgia
$2K – – –
ZB
395
Zions Bancorporation
Utah
$2K – – –
FCA
396
FinTrust Capital Advisors
South Carolina
$2K – – –
BCA
397
Berman Capital Advisors
Georgia
$2K +$54 +1 +3%
VCM
398
Versant Capital Management
Arizona
$2K +$216 +4 +12%
BWM
399
BerganKDV Wealth Management
Minnesota
$2K +$2K +30 New
HWA
400
Heritage Wealth Advisors
Virginia
$1.59K +$1.59K +22 New
14 15
16
17 18