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Amdocs
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Overview Fund Activity

423 hedge funds and large institutions have $9.16B invested in Amdocs in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 175 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-16
Holders Change %
-3.64%
% of All Funds
7.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
132
Reduced
175
Closed
52
Calls
$14.5M
Puts
$97.6M
Net Calls
-$83.1M
Net Calls Change
-$34M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$323M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$500M
4
American Century Companies
American Century Companies
Missouri
$132M
5
Pzena Investment Management
Pzena Investment Management
New York
$407M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$111M
2
Deutsche Bank
Deutsche Bank
Germany
$136M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
CB
Cooke & Bieler
Pennsylvania
$139M
5
Morgan Stanley
Morgan Stanley
New York
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
401
BDO Wealth Advisors
Florida
$3K – – –
VCM
402
Versant Capital Management
Arizona
$3K – – –
LC
403
Lindbrook Capital
California
$3K – – –
SCA
404
Stonebridge Capital Advisors
Minnesota
$3K +$1.5K +21 +100%
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$2.62K -$101 -1,300 -4%
GRP
406
Global Retirement Partners
California
$2K – – –
SFO
407
Standard Family Office
South Dakota
$2K – – –
HFS
408
Hantz Financial Services
Michigan
$2K – – –
FCA
409
FinTrust Capital Advisors
South Carolina
$2K – – –
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +26 New
HI
411
Harbour Investments
Wisconsin
$1K -$233K -2,567 -100%
BAM
412
Bellevue Asset Management
Washington
$1K -$3.87K -58 -79%
APC
413
Aspire Private Capital
North Carolina
$1K -$143 -1 -13%
LIM
414
Longfellow Investment Management
Massachusetts
$1K – – –
HR
415
Howe & Rusling
New York
$1K – – –
Canada Pension Plan Investment Board
416
Canada Pension Plan Investment Board
Ontario, Canada
$1K – – –
AW
417
Avion Wealth
Texas
$1K – – –
BWM
418
Baystate Wealth Management
Massachusetts
$1K – – –
FI
419
FormulaFolio Investments
Michigan
$1K – – –
BWM
420
BerganKDV Wealth Management
Minnesota
$1K – – –
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
AIG
422
American International Group
New York
$125 +$5 +71 +5%
BBHC
423
Brown Brothers Harriman & Co
New York
$30 +$3 +34 +10%
Point72 Asset Management
424
Point72 Asset Management
Connecticut
– -$64M -911,622 Closed
KP
425
Kiltearn Partners
United Kingdom
– -$17.1M -243,600 Closed
15 16
17
18 19