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450 hedge funds and large institutions have $9.61B invested in Amdocs in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 154 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,749% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $603K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.49% more ownership

Funds ownership: 93.05%98.54% (+5.5%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

1% more capital invested

Capital invested by funds: $9.51B → $9.61B (+$107M)

0% more funds holding

Funds holding: 450450 (0)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 168

Holders
450
Holders Change
Holders Change %
0%
% of All Funds
7.75%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
58
Increased
154
Reduced
168
Closed
53
Calls
$11.1M
Puts
$603K
Net Calls
+$10.5M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
476
Forum Financial Management
Illinois
-$208K -2,496 Closed
Creative Planning
477
Creative Planning
Kansas
-$207K -2,489 Closed
AG
478
AlphaSimPlex Group
Massachusetts
-$205K -2,466 Closed
TCWM
479
Total Clarity Wealth Management
Illinois
-$138K -1,662 Closed
ZB
480
Zions Bancorporation
Utah
-$84K -1,005 Closed
DFCM
481
Dark Forest Capital Management
Puerto Rico
-$20K -246 Closed
AF
482
Allworth Financial
California
-$19.4K -229 -99%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
-$14K -163 Closed
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
-$12K -147 Closed
VVP
485
Venture Visionary Partners
Ohio
-$9.83K -118 Closed
Jones Financial Companies
486
Jones Financial Companies
Missouri
-$6K -75 Closed
NIC
487
Northwest Investment Counselors
Oregon
-$5K -65 Closed
TWP
488
TFO Wealth Partners
Ohio
-$5K -64 Closed
WA
489
Win Advisors
Florida
-$5K -59 Closed
SFG
490
Steward Financial Group
Texas
-$2K -36 Closed
CAM
491
ClariVest Asset Management
California
-$3K -34 Closed
CA
492
CoreCap Advisors
Michigan
-$2K -30 Closed
AFG
493
Albion Financial Group
Utah
-$2K -21 Closed
CA
494
Clearstead Advisors
Ohio
-$1K -13 Closed
MBFW
495
Morton Brown Family Wealth
Pennsylvania
-$1K -9 Closed
APC
496
Aspire Private Capital
North Carolina
-$1K -7 Closed
SSG
497
Summit Securities Group
New York
-$169 -2 -67%
SCA
498
Stonebridge Capital Advisors
Minnesota
+$508 +6 New

DOX Hedge Fund Activity: Q3 2022 in Review

450 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2022, worth a combined $9.61B — up 1.1% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DOX positions and 53 closed out — a net gain of 5 holders — while 154 added to existing stakes and 168 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $590M. The largest seller was Pzena Investment Management, cutting an estimated $61.5M.

  • 450 institutional investors held Amdocs (DOX) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $9.61B of Amdocs stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 58 funds opened new Amdocs positions in Q3 2022 and 53 closed out, a net change of +5 holders.
  • The largest Amdocs buyer in Q3 2022 was Janus Henderson Group, an estimated $590M added.
  • The largest Amdocs seller in Q3 2022 was Pzena Investment Management, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2022.