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373 hedge funds and large institutions have $8.71B invested in Amdocs in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 131 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% more ownership

Funds ownership: 92.65%93.68% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 131

1% more capital invested

Capital invested by funds: $8.66B → $8.71B (+$46.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 396373 (-23)

16% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $21.5M

32% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 59

Holders
373
Holders Change
-23
Holders Change %
-5.81%
% of All Funds
8.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
133
Reduced
131
Closed
59
Calls
$18.2M
Puts
$21.5M
Net Calls
-$3.35M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NSCM
26
New South Capital Management
Tennessee
$92.6M -$7.6M -114,962 -8%
Goldman Sachs
27
Goldman Sachs
New York
$86.6M +$2.06M +31,073 +2%
IVA
28
International Value Advisers
$86.3M -$2.55M -38,596 -3%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$78.4M +$6.53M +98,777 +9%
Bank of America
30
Bank of America
North Carolina
$74.5M -$1.53M -23,092 -2%
WRF
31
Waddell & Reed Financial
Kansas
$71.4M +$71.6M +1,082,159 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$67.7M +$3.92M +59,329 +6%
TPI
33
Tesco Pension Investment
United Kingdom
$63.7M
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$62.7M +$11M +166,526 +21%
Northern Trust
35
Northern Trust
Illinois
$61.8M -$9.23M -139,536 -13%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$60.6M -$796K -12,037 -1%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$60.4M +$8.14M +123,111 +16%
AG
38
Aperio Group
California
$60.3M -$2.11M -31,872 -3%
Vanguard Group
39
Vanguard Group
Pennsylvania
$59.8M +$6.83M +103,299 +13%
Allianz Asset Management
40
Allianz Asset Management
Germany
$57.8M +$2.09M +31,588 +4%
ClearBridge Investments
41
ClearBridge Investments
New York
$57.7M -$2.27M -34,274 -4%
BCM
42
Bridgeway Capital Management
Texas
$55.4M +$139K +2,100 +0.3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$50.5M -$3.51M -53,025 -6%
Legal & General Group
44
Legal & General Group
United Kingdom
$49.5M +$4.21M +63,620 +9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$49M
MAM
46
Martingale Asset Management
Massachusetts
$42.9M +$1.2M +18,107 +3%
Morgan Stanley
47
Morgan Stanley
New York
$42M +$14M +211,215 +50%
GT
48
Glenmede Trust
Pennsylvania
$41.1M -$3.5M -52,952 -8%
PI
49
PGGM Investments
Netherlands
$40.2M
Geode Capital Management
50
Geode Capital Management
Massachusetts
$39.8M +$10.7M +161,886 +37%

DOX Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2018, worth a combined $8.71B — up 0.54% from $8.66B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of DOX and 40 opened new positions — a net loss of 19 holders — while 131 trimmed existing stakes and 133 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $139M. The largest seller was DZ Bank, cutting an estimated $125M.

  • 373 institutional investors held Amdocs (DOX) as of Q3 2018, down from 396 in Q2 2018.
  • Funds reported $8.71B of Amdocs stock for Q3 2018, up 0.54% quarter-over-quarter.
  • 40 funds opened new Amdocs positions in Q3 2018 and 59 closed out, a net change of -19 holders.
  • The largest Amdocs buyer in Q3 2018 was Nordea Investment Management, an estimated $139M added.
  • The largest Amdocs seller in Q3 2018 was DZ Bank, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2018.