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Amdocs
DOX

Overview Fund Activity

498 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, 179 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
7.2%
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
179
Closed
64
Calls
$4.02M
Puts
$6.59M
Net Calls
-$2.56M
Net Calls Change
+$143K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$128M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$78.7M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$278M
4
Pzena Investment Management
Pzena Investment Management
New York
$557M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$66.4M

Top Sellers

1
Invesco
Invesco
Georgia
$101M
2
Citadel Advisors
Citadel Advisors
Florida
$8.42M
3
MMH
Menora Mivtachim Holdings
Israel
$0
4
Legal & General Group
Legal & General Group
United Kingdom
$33.3M
5
BlackRock
BlackRock
New York
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
451
UMB Bank
Missouri
$6.56K – – –
CA
452
Continuum Advisory
Idaho
$6.43K -$857 -10 -12%
BIA
453
Bell Investment Advisors
California
$6.04K -$787 -9 -12%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$6.04K +$4.46K +51 +283%
GJWM
455
Gilliland Jeter Wealth Management
Arkansas
$5.6K – – –
CFO
456
CVA Family Office
Colorado
$5.42K +$2.28K +26 +72%
CA
457
CoreCap Advisors
Michigan
$5.16K +$2.89K +33 +127%
HCP
458
Hexagon Capital Partners
Arkansas
$4.9K +$4.9K +56 New
CCM
459
Copeland Capital Management
Pennsylvania
$4.55K +$4.55K +52 New
TWD
460
True Wealth Design
Ohio
$4.37K -$882K -10,088 -100%
RS
461
Rakuten Securities
Japan
$4.37K +$1.66K +19 +61%
FWM
462
FSA Wealth Management
Massachusetts
$4.2K +$4.2K +48 New
FDCP
463
Foster Dykema Cabot & Partners
Massachusetts
$4.13K +$4.13K +47 New
FCM
464
Fourpath Capital Management
Oklahoma
$4.11K +$4.11K +47 New
AAP
465
Arax Advisory Partners
Colorado
$3.94K +$3.94K +45 New
SIS
466
Sound Income Strategies
Florida
$3.76K – – –
WTC
467
WhitTier Trust Company
Nevada
$3.59K – – –
AssetMark Inc
468
AssetMark Inc
California
$3.5K -$1.31K -15 -27%
PWMG
469
Private Wealth Management Group
New Jersey
$3.06K – – –
FFC
470
First Financial Corp
Indiana
$2.97K – – –
LI
471
LRI Investments
Florida
$2.57K +$2.57K +30 New
KPP
472
Kings Path Partners
Texas
$2.27K – – –
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$2.1K -$700 -8 -25%
FCA
474
FinTrust Capital Advisors
South Carolina
$2.01K – – –
DPW
475
DiNuzzo Private Wealth
Pennsylvania
$2.01K +$88 +1 +5%
17 18
19
20 21