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377 hedge funds and large institutions have $7.59B invested in Amdocs in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 138 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

159% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5.29M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

1% more funds holding

Funds holding: 373377 (+4)

0.99% more ownership

Funds ownership: 93.68%94.67% (+0.99%)

13% less capital invested

Capital invested by funds: $8.71B → $7.59B (-$1.12B)

20% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 138

Holders
377
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
61
Increased
110
Reduced
138
Closed
55
Calls
$13.7M
Puts
$5.29M
Net Calls
+$8.39M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
401
First Commonwealth Financial Corp
Pennsylvania
-$222K -3,365 Closed
HighTower Advisors
402
HighTower Advisors
Illinois
-$216K -3,289 Closed
SFM
403
Signet Financial Management
New Jersey
-$189K -2,869 Closed
APP
404
Avantax Planning Partners
Iowa
-$124K -1,879 Closed
CPH
405
C Partners Holding
Switzerland
-$114K -1,725 Closed
MWPCG
406
Measured Wealth Private Client Group
New Hampshire
-$106K -1,619 Closed
YWP
407
YorkBridge Wealth Partners
New York
-$82K -1,249 Closed
SWP
408
Stratos Wealth Partners
Ohio
-$66K -1,007 Closed
SPIA
409
Steward Partners Investment Advisory
New York
-$56K -845 Closed
AIM
410
Assured Investment Management
New York
-$50K -757 Closed
TG
411
TLP Group
Illinois
-$48K -734 Closed
Parallax Volatility Advisers
412
Parallax Volatility Advisers
California
-$42K -639 Closed
KF
413
Krilogy Financial
Missouri
-$33K -500 Closed
AIM
414
Advantage Investment Management
Iowa
-$32K -487 Closed
Loomis, Sayles & Company
415
Loomis, Sayles & Company
Massachusetts
-$25K -381 Closed
ST
416
Sageworth Trust
Pennsylvania
-$18K -268 Closed
BI
417
Bramshill Investments
Florida
-$15K -230 Closed
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$15K -230 Closed
TPWA
419
TRUE Private Wealth Advisors
Oregon
-$11.1K -168 Closed
FHA
420
Flagship Harbor Advisors
Massachusetts
-$9K -134 Closed
KJWM
421
Kiley Juergens Wealth Management
Washington
-$6K -100 Closed
MCM
422
Mainstay Capital Management
Michigan
-$7K -100 Closed
IP
423
Isthmus Partners
Wisconsin
-$5K -76 Closed
PMFA
424
Plante Moran Financial Advisors
Michigan
-$4K -64 Closed
ML
425
McAdam LLC
Pennsylvania
-$3K -45 Closed

DOX Hedge Fund Activity: Q4 2018 in Review

377 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2018, worth a combined $7.59B — down 13% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DOX positions and 55 closed out — a net gain of 6 holders — while 110 added to existing stakes and 138 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $112M.

  • 377 institutional investors held Amdocs (DOX) as of Q4 2018, up from 373 in Q3 2018.
  • Funds reported $7.59B of Amdocs stock for Q4 2018, down 13% quarter-over-quarter.
  • 61 funds opened new Amdocs positions in Q4 2018 and 55 closed out, a net change of +6 holders.
  • The largest Amdocs buyer in Q4 2018 was Wellington Management Group, an estimated $180M added.
  • The largest Amdocs seller in Q4 2018 was Janus Henderson Group, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2018.