We are live on ! Find out more

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
GSC
451
Ground Swell Capital
South Carolina
-$213K -3,035 Closed
VAS
452
Vestmark Advisory Solutions
Massachusetts
-$213K -3,031 Closed
New York State Teachers Retirement System (NYSTRS)
453
New York State Teachers Retirement System (NYSTRS)
New York
-$210K -3,000 Closed
WAM
454
Wolverine Asset Management
Illinois
-$207K -2,956 Closed
RWB
455
RMR Wealth Builders
New Jersey
-$56K -802 Closed
SFS
456
Sowell Financial Services
Arkansas
-$36K -468 Closed
ETC
457
Exchange Traded Concepts
Oklahoma
-$32K -461 Closed
EP
458
Eudaimonia Partners
Tennessee
-$23K -322 Closed
CA
459
Capitolis Advisors
New York
-$23K -321 Closed
TCWM
460
Total Clarity Wealth Management
Illinois
-$16K -225 Closed
HFM
461
Harvest Fund Management
China
-$14K -200 Closed
AIC
462
Ameritas Investment Company
Nebraska
-$10.6K -151 Closed
TFM
463
TFC Financial Management
Massachusetts
-$6K -91 Closed
IAIM
464
International Assets Investment Management
Florida
-$6K -79 Closed
VFA
465
Valeo Financial Advisors
Indiana
-$5K -74 Closed
EW
466
Evoke Wealth
California
-$4K -59 Closed
WWM
467
Wolff Wiese Magana
California
-$4K -56 Closed
SIS
468
Sound Income Strategies
Florida
-$3.5K -50 Closed
CFA
469
Carroll Financial Associates
North Carolina
-$3K -44 Closed
TAIM
470
TD Ameritrade Investment Management
Nebraska
-$3K -36 Closed
IRC
471
Investors Research Corp
Georgia
-$2K -29 Closed
CCM
472
Covington Capital Management
California
-$1K -9 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.