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499 hedge funds and large institutions have $9.39B invested in Amdocs in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 199 increasing their positions, 180 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $8.48B → $9.39B (+$913M)

11% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 180

1.34% more ownership

Funds ownership: 92.67%94.01% (+1.3%)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0% less funds holding

Funds holding: 501499 (-2)

39% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $6.59M

Holders
499
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
199
Reduced
180
Closed
63
Calls
$4.02M
Puts
$6.59M
Net Calls
-$2.56M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Clearstead Advisors
Ohio
$6.91K
UB
452
UMB Bank
Missouri
$6.56K
CA
453
Continuum Advisory
Idaho
$6.43K -$842 -10 -12%
BIA
454
Bell Investment Advisors
California
$6.04K -$757 -9 -12%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$6.04K +$4.29K +51 +283%
GJWM
456
Gilliland Jeter Wealth Management
Arkansas
$5.6K
CFO
457
CVA Family Office
Colorado
$5.42K +$2.19K +26 +72%
CA
458
CoreCap Advisors
Michigan
$5.16K +$2.78K +33 +127%
HCP
459
Hexagon Capital Partners
Arkansas
$4.9K +$4.71K +56 New
CCM
460
Copeland Capital Management
Pennsylvania
$4.55K +$4.38K +52 New
TWD
461
True Wealth Design
Ohio
$4.37K -$849K -10,088 -100%
RS
462
Rakuten Securities
Japan
$4.37K +$1.6K +19 +61%
FWM
463
FSA Wealth Management
Massachusetts
$4.2K +$4.04K +48 New
FDCP
464
Foster Dykema Cabot & Partners
Massachusetts
$4.13K +$3.96K +47 New
FCM
465
Fourpath Capital Management
Oklahoma
$4.11K +$3.96K +47 New
AAP
466
Arax Advisory Partners
Colorado
$3.94K +$3.79K +45 New
SIS
467
Sound Income Strategies
Florida
$3.76K
WTC
468
WhitTier Trust Company
Nevada
$3.59K
AssetMark Inc
469
AssetMark Inc
California
$3.5K -$1.26K -15 -27%
PWMG
470
Private Wealth Management Group
New Jersey
$3.06K
FFC
471
First Financial Corp
Indiana
$2.97K
LI
472
LRI Investments
Florida
$2.57K +$2.52K +30 New
KPP
473
Kings Path Partners
Texas
$2.27K
Kayne Anderson Rudnick Investment Management
474
Kayne Anderson Rudnick Investment Management
California
$2.1K -$673 -8 -25%
FCA
475
FinTrust Capital Advisors
South Carolina
$2.01K

DOX Hedge Fund Activity: Q3 2024 in Review

499 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2024, worth a combined $9.39B — up 11% from $8.48B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DOX positions and 63 closed out — a net gain of 3 holders — while 199 added to existing stakes and 180 trimmed.

The largest buyer was Ameriprise, adding an estimated $92.3M. The largest seller was Invesco, cutting an estimated $82.5M.

  • 499 institutional investors held Amdocs (DOX) as of Q3 2024, down from 501 in Q2 2024.
  • Funds reported $9.39B of Amdocs stock for Q3 2024, up 11% quarter-over-quarter.
  • 66 funds opened new Amdocs positions in Q3 2024 and 63 closed out, a net change of +3 holders.
  • The largest Amdocs buyer in Q3 2024 was Ameriprise, an estimated $92.3M added.
  • The largest Amdocs seller in Q3 2024 was Invesco, an estimated $82.5M sold.

Based on aggregated 13F filings for Q3 2024.