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Amdocs
DOX

Overview Fund Activity

512 hedge funds and large institutions have $9.2B invested in Amdocs in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+14
Holders Change %
+2.81%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
168
Reduced
208
Closed
49
Calls
$1.54M
Puts
$21.2M
Net Calls
-$19.6M
Net Calls Change
-$17.1M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$143M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$228M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$262M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32M
5
UBS Group
5
UBS Group
Switzerland
$63.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.7M
2
Invesco
2
Invesco
Georgia
$34M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$66.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$6.91M
5
American Century Companies
5
American Century Companies
Missouri
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
501
New Millennium Group
Utah
$596 +$596 +7 New
GFPC
502
Global Financial Private Client
Florida
$511 +$511 +6 New
VWA
503
Valued Wealth Advisors
Utah
$429 – – –
TWD
504
True Wealth Design
Ohio
$426 -$3.83K -45 -90%
MCM
505
MV Capital Management
Maryland
$426 – – –
RIL
506
Rothschild Investment LLC
Illinois
$426 – – –
WCM
507
WealthTrak Capital Management
Virginia
$426 +$426 +5 New
CAWM
508
Capital A Wealth Management
Pennsylvania
$426 +$426 +5 New
PWM
509
Parkworth Wealth Management
California
$341 +$341 +4 New
PWA
510
Principia Wealth Advisory
Texas
$255 +$255 +3 New
ME
511
McIlrath & Eck
Washington
$170 – – –
BFPW
512
BOK Financial Private Wealth
Colorado
$71 – – –
Holocene Advisors
513
Holocene Advisors
New York
– -$7.2M -82,359 Closed
SPS
514
Susquehanna Portfolio Strategies
Pennsylvania
– -$6.27M -71,674 Closed
National Bank of Canada
515
National Bank of Canada
Quebec, Canada
– -$4.07M -46,575 Closed
GI
516
GLOBALT Investments
Georgia
– -$3.14M -35,918 Closed
Mitsubishi UFJ Trust & Banking
517
Mitsubishi UFJ Trust & Banking
Japan
– -$2.38M -27,227 Closed
Squarepoint
518
Squarepoint
New York
– -$1.32M -15,077 Closed
LAM
519
LECAP Asset Management
United Kingdom
– -$1.18M -13,486 Closed
ZIG
520
Zurich Insurance Group
Switzerland
– -$1.15M -13,100 Closed
AI
521
Atom Investors
Texas
– -$899K -10,272 Closed
IAIM
522
International Assets Investment Management
Florida
– -$117 -10,235 Closed
QCM
523
Qsemble Capital Management
New York
– -$724K -8,280 Closed
BHCM
524
Brevan Howard Capital Management
Jersey
– -$634K -7,250 Closed
ClearBridge Investments
525
ClearBridge Investments
New York
– -$559K -6,390 Closed
19 20
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