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Amdocs
DOX

407 hedge funds and large institutions have $7.75B invested in Amdocs in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 101 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $9.86M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 51

13% more capital invested

Capital invested by funds: $6.84B → $7.75B (+$907M)

5% more funds holding

Funds holding: 388 → 407 (+19)

3.57% more ownership

Funds ownership: 92.28% → 95.85% (+3.6%)

45% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 183

Holders
407
Holders Change
+19
Holders Change %
+4.9%
% of All Funds
8.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
73
Increased
101
Reduced
183
Closed
51
Calls
$20.6M
Puts
$9.86M
Net Calls
+$10.7M
Net Calls Change
+$3.26M

Top Buyers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
+$230M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
3
LSV Asset Management
LSV Asset Management
Illinois
+$98M
4
WCM
Wedge Capital Management
North Carolina
+$51.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$46.3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$51.5M
2
TCM
TimesSquare Capital Management
New York
-$51.5M
3
ClearBridge Investments
ClearBridge Investments
New York
-$41.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$34.2M
5
BlackRock
BlackRock
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
376
TD Ameritrade Investment Management
Nebraska
$4K -$2.29K -37 -34%
BAM
377
Bellevue Asset Management
Washington
$4K – – –
BWA
378
Burt Wealth Advisors
Maryland
$4K – – –
EARNEST Partners
379
EARNEST Partners
Georgia
$4K – – –
HR
380
Howe & Rusling
New York
$4K +$124 +2 +3%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$124 -2 -4%
BFC
382
Bedel Financial Consulting
Indiana
$3K – – –
FHA
383
Flagship Harbor Advisors
Massachusetts
$3K – – –
SIS
384
Sound Income Strategies
Florida
$3K – – –
SFG
385
Sowa Financial Group
Rhode Island
$3K – – –
KPW
386
Kore Private Wealth
New York
$3K +$1.3K +21 +51%
HIA
387
Harbor Investment Advisory
Maryland
$3K +$3.09K +50 New
BWM
388
BerganKDV Wealth Management
Minnesota
$2K -$803 -13 -33%
CCM
389
Copeland Capital Management
Pennsylvania
$2K – – –
IRC
390
Investors Research Corp
Georgia
$2K – – –
PA
391
Procyon Advisors
Connecticut
$2K – – –
TIM
392
Tortoise Investment Management
New York
$2K – – –
VCM
393
Versant Capital Management
Arizona
$2K – – –
ZB
394
Zions Bancorporation
Utah
$2K – – –
BCA
395
Berman Capital Advisors
Georgia
$2K +$679 +11 +31%
EW
396
Evoke Wealth
California
$2K +$1.61K +26 New
ABC
397
Associated Banc-Corp
Wisconsin
$2K +$2.1K +34 New
LC
398
Lindbrook Capital
California
$2K +$2.29K +37 New
CI
399
CX Institutional
Indiana
$1K -$1.54K -25 -63%
FCA
400
FinTrust Capital Advisors
South Carolina
$1K – – –
14 15
16
17 18

DOX Hedge Fund Activity: Q2 2020 in Review

407 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2020, worth a combined $7.75B — up 13% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new DOX positions and 51 closed out — a net gain of 22 holders — while 101 added to existing stakes and 183 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $230M. The largest seller was Invesco, cutting an estimated $51.5M.

  • 407 institutional investors held Amdocs (DOX) as of Q2 2020, up from 388 in Q1 2020.
  • Funds reported $7.75B of Amdocs stock for Q2 2020, up 13% quarter-over-quarter.
  • 73 funds opened new Amdocs positions in Q2 2020 and 51 closed out, a net change of +22 holders.
  • The largest Amdocs buyer in Q2 2020 was Nordea Investment Management, an estimated $230M added.
  • The largest Amdocs seller in Q2 2020 was Invesco, an estimated $51.5M sold.

Based on aggregated 13F filings for Q2 2020.