Amdocs
467 hedge funds and large institutions have $11B invested in Amdocs in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 47 closing their positions.
106% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $811K
28% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 47
3% more funds holding
Funds holding: 455 → 467 (+12)
1% less capital invested
Capital invested by funds: $11B → $11B (-$64.4M)
9% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 171
3.24% less ownership
Funds ownership: 94.94% → 91.7% (-3.2%)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$79.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$24.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$21.6M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$145M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$125M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$89.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$54.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$46.8M |
DOX Hedge Fund Activity: Q2 2023 in Review
467 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q2 2023, worth a combined $11B — down 0.58% from $11B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new DOX positions and 47 closed out — a net gain of 13 holders — while 156 added to existing stakes and 171 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $79.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $145M.
- 467 institutional investors held Amdocs (DOX) as of Q2 2023, up from 455 in Q1 2023.
- Funds reported $11B of Amdocs stock for Q2 2023, down 0.58% quarter-over-quarter.
- 60 funds opened new Amdocs positions in Q2 2023 and 47 closed out, a net change of +13 holders.
- The largest Amdocs buyer in Q2 2023 was Schroder Investment Management Group, an estimated $79.5M added.
- The largest Amdocs seller in Q2 2023 was Massachusetts Financial Services, an estimated $145M sold.
Based on aggregated 13F filings for Q2 2023.