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Amdocs
DOX

Overview Fund Activity

508 hedge funds and large institutions have $9.67B invested in Amdocs in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 178 increasing their positions, 183 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+26
Holders Change %
+5.39%
% of All Funds
7.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
78
Increased
178
Reduced
183
Closed
44
Calls
$4.1M
Puts
$11.7M
Net Calls
-$7.59M
Net Calls Change
-$6.44M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.54B
2
Morgan Stanley
Morgan Stanley
New York
$295M
3
BlackRock
BlackRock
New York
$405M
4
CIC
Crawford Investment Counsel
Georgia
$55.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$52.1M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$222M
2
CI
Clal Insurance
Israel
$17M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$64.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$69.2M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Copeland Capital Management
Pennsylvania
$4.57K – – –
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02K +$1.75K +20 +77%
FWM
478
FSA Wealth Management
Massachusetts
$4K +$4K +48 New
SIS
479
Sound Income Strategies
Florida
$3.78K – – –
WTC
480
WhitTier Trust Company
Nevada
$3.69K -$88 -1 -2%
PWMG
481
Private Wealth Management Group
New Jersey
$3.08K +$3.08K +35 New
VF
482
VitalStone Financial
Texas
$3K – – –
BF
483
BOK Financial
Oklahoma
$2.9K -$2.11K -24 -42%
VCM
484
Versant Capital Management
Arizona
$2.9K – – –
AFWM
485
Abich Financial Wealth Management
Virginia
$2.9K +$2.9K +33 New
CP
486
Castleview Partners
Texas
$2.81K +$2.81K +32 New
AF
487
Advisornet Financial
Minnesota
$2.73K – – –
GI
488
Gradient Investments
Minnesota
$2.64K – – –
SIC
489
SJS Investment Consulting
Ohio
$2.02K -$176 -2 -8%
FCA
490
FinTrust Capital Advisors
South Carolina
$2.02K – – –
CSC
491
Caldwell Sutter Capital
California
$1.85K – – –
DPW
492
DiNuzzo Private Wealth
Pennsylvania
$1.85K +$1.85K +21 New
MHR
493
Matthew Hamilton Rosenberg
$1.76K – – –
SAM
494
Smartleaf Asset Management
Massachusetts
$1.67K +$1.67K +19 New
BGAI
495
Bruce G. Allen Investments
Colorado
$1.06K +$1.06K +12 New
CAL
496
Capital Advisors Ltd
Ohio
$1K -$4.33K -52 -81%
AW
497
Avion Wealth
Texas
$1K – – –
WIA
498
Wetzel Investment Advisors
Indiana
$1K +$1K +6 New
RCM
499
Raleigh Capital Management
North Carolina
$967 – – –
BWM
500
Baystate Wealth Management
Massachusetts
$741 – – –
18 19
20
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