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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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $8.36B → $9.16B (+$805M)

1.98% more ownership

Funds ownership: 90.79%92.77% (+2%)

4% less funds holding

Funds holding: 439423 (-16)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 175

85% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $97.6M

Holders
423
Holders Change
-16
Holders Change %
-3.64%
% of All Funds
7.36%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Copeland Capital Management
Pennsylvania
$3K
LC
402
Lindbrook Capital
California
$3K
VCM
403
Versant Capital Management
Arizona
$3K
SCA
404
Stonebridge Capital Advisors
Minnesota
$3K +$1.62K +21 +100%
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$2.62K -$100K -1,300 -4%
FCA
406
FinTrust Capital Advisors
South Carolina
$2K
GRP
407
Global Retirement Partners
California
$2K
HFS
408
Hantz Financial Services
Michigan
$2K
SFO
409
Standard Family Office
South Dakota
$2K
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.01K +26 New
HI
411
Harbour Investments
Wisconsin
$1K -$198K -2,567 -100%
BAM
412
Bellevue Asset Management
Washington
$1K -$4.48K -58 -79%
APC
413
Aspire Private Capital
North Carolina
$1K -$77 -1 -13%
AW
414
Avion Wealth
Texas
$1K
BWM
415
Baystate Wealth Management
Massachusetts
$1K
BWM
416
BerganKDV Wealth Management
Minnesota
$1K
Canada Pension Plan Investment Board
417
Canada Pension Plan Investment Board
Ontario, Canada
$1K
FI
418
FormulaFolio Investments
Michigan
$1K
HR
419
Howe & Rusling
New York
$1K
LIM
420
Longfellow Investment Management
Massachusetts
$1K
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$1K
AIG
422
American International Group
New York
$125 +$5.48K +71 +5%
BBHC
423
Brown Brothers Harriman & Co
New York
$30 +$2.63K +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

DOX Hedge Fund Activity: Q2 2021 in Review

423 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2021, worth a combined $9.16B — up 9.6% from $8.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of DOX and 41 opened new positions — a net loss of 11 holders — while 175 trimmed existing stakes and 132 added.

The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $121M.

  • 423 institutional investors held Amdocs (DOX) as of Q2 2021, down from 439 in Q1 2021.
  • Funds reported $9.16B of Amdocs stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 41 funds opened new Amdocs positions in Q2 2021 and 52 closed out, a net change of -11 holders.
  • The largest Amdocs buyer in Q2 2021 was Fidelity Investments, an estimated $149M added.
  • The largest Amdocs seller in Q2 2021 was Wellington Management Group, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.