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Amdocs
DOX

Overview Fund Activity

510 hedge funds and large institutions have $9.8B invested in Amdocs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 206 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
7.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
52
Increased
206
Reduced
181
Closed
47
Calls
$2.01M
Puts
$1.96M
Net Calls
+$46K
Net Calls Change
+$7.63M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$111M
2
AllianceBernstein
AllianceBernstein
Tennessee
$214M
3
Vanguard Group
Vanguard Group
Pennsylvania
$184M
4
Victory Capital Management
Victory Capital Management
Texas
$34.7M
5
BIP
Brandes Investment Partners
California
$156M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$150M
2
Parnassus Investments
Parnassus Investments
California
$85.9M
3
Millennium Management
Millennium Management
New York
$3.7M
4
AI
Ariel Investments
Illinois
$0
5
BlackRock
BlackRock
New York
$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$255K -$1.72K -19 -0.7%
AC
377
Aristides Capital
Kentucky
$255K +$255K +2,822 New
KAS
378
Kestra Advisory Services
Texas
$252K +$21.7K +240 +9%
FTDI
379
First Trust Direct Indexing
Massachusetts
$249K +$28.2K +312 +13%
KWM
380
KFG Wealth Management
Indiana
$248K -$6.6K -73 -3%
RBC
381
Romano Brothers & Co
Illinois
$244K – – –
HJIM
382
Henry James International Management
New York
$241K -$2.26K -25 -0.9%
IA
383
Inspire Advisors
Idaho
$240K +$240K +2,661 New
SFC
384
Strategic Financial Concepts
Texas
$239K +$239K +2,649 New
ACA
385
Atlas Capital Advisors
Wyoming
$239K +$14.5K +160 +6%
UFF
386
USA Financial Formulas
Michigan
$238K -$61.9K -685 -21%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$237K – – –
SQA
388
Simon Quick Advisors
New Jersey
$235K +$7.5K +83 +3%
AWM
389
Axxcess Wealth Management
California
$232K -$22K -243 -9%
Lido Advisors
390
Lido Advisors
California
$229K +$15.1K +166 +7%
CTC
391
Central Trust Company
Missouri
$226K -$20.5K -227 -8%
FFM
392
Forum Financial Management
Illinois
$226K – – –
FL
393
Fort LP
Maryland
$223K -$16.5K -183 -7%
QCM
394
QRG Capital Management
Illinois
$222K -$6.24K -69 -3%
First Eagle Investment Management
395
First Eagle Investment Management
New York
$221K – – –
MG
396
Mather Group
Illinois
$214K +$439 +5 +0.2%
UCFA
397
United Capital Financial Advisors
Texas
$214K +$214K +2,366 New
OR
398
Olympiad Research
Connecticut
$211K -$350K -3,868 -62%
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
$209K -$216K -2,394 -51%
WWM
400
Whalen Wealth Management
Nevada
$206K +$206K +2,279 New
14 15
16
17 18