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293 hedge funds and large institutions have $5.99B invested in Amdocs in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $482K

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

32% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 91

11% more funds holding

Funds holding: 264293 (+29)

7% more capital invested

Capital invested by funds: $5.58B → $5.99B (+$414M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.82% less ownership

Funds ownership: 94.31%90.49% (-3.8%)

Holders
293
Holders Change
+29
Holders Change %
+10.98%
% of All Funds
8.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
50
Increased
120
Reduced
91
Closed
19
Calls
$1.82M
Puts
$482K
Net Calls
+$1.34M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$12M +$74.7K +1,900 +0.7%
First Trust Advisors
77
First Trust Advisors
Illinois
$10.9M +$4.6M +116,841 +79%
PI
78
PGGM Investments
Netherlands
$10.8M +$10.3M +260,953 New
FGP
79
Foyston, Gordon, & Payne
Ontario, Canada
$10.6M -$88.9K -2,260 -0.9%
CS
80
Credit Suisse
Switzerland
$10.4M +$4.24M +107,752 +75%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$10.3M -$5.09M -129,335 -34%
DM
82
Delphi Management
Massachusetts
$9.74M -$71.2K -1,810 -0.8%
Charles Schwab
83
Charles Schwab
California
$9.64M +$704K +17,897 +8%
MAM
84
Martingale Asset Management
Massachusetts
$9.6M +$398K +10,115 +5%
GT
85
Glenmede Trust
Pennsylvania
$9.17M +$5.16M +131,107 +144%
TAM
86
Todd Asset Management
Kentucky
$9.06M +$4.25M +108,055 +97%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$8.87M +$4.13M +105,000 +95%
Goldman Sachs
88
Goldman Sachs
New York
$8.79M +$4.75M +120,775 +131%
OAM
89
Oxford Asset Management
United Kingdom
$8.39M +$3.15M +79,947 +65%
NCCM
90
Nine Chapters Capital Management
New Jersey
$8.24M -$1.92M -48,700 -20%
Canada Life
91
Canada Life
Manitoba, Canada
$7.89M +$4.74M +120,421 +171%
NTCOC
92
Northern Trust Company of Connecticut
Connecticut
$7.77M -$310K -7,885 -4%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$7.72M -$2.02M -51,305 -22%
UBS AM
94
UBS AM
Illinois
$7.34M +$193K +4,918 +3%
NEI
95
Northwest & Ethical Investments
Ontario, Canada
$6.97M +$3.62M +91,970 +119%
STC
96
SEI Trust Company
Pennsylvania
$6.61M +$4.47M +113,700 +245%
Bank of America
97
Bank of America
North Carolina
$6.54M +$1.94M +49,285 +45%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$6.46M -$874K -22,206 -12%
HSA
99
Hussman Strategic Advisors
Maryland
$5.94M -$16M -406,000 -74%
American Century Companies
100
American Century Companies
Missouri
$5.92M +$5.65M +143,520 New

DOX Hedge Fund Activity: Q4 2013 in Review

293 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2013, worth a combined $5.99B — up 7.4% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DOX positions and 19 closed out — a net gain of 31 holders — while 120 added to existing stakes and 91 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $147M. The largest seller was Dodge & Cox, cutting an estimated $501M.

  • 293 institutional investors held Amdocs (DOX) as of Q4 2013, up from 264 in Q3 2013.
  • Funds reported $5.99B of Amdocs stock for Q4 2013, up 7.4% quarter-over-quarter.
  • 50 funds opened new Amdocs positions in Q4 2013 and 19 closed out, a net change of +31 holders.
  • The largest Amdocs buyer in Q4 2013 was Westwood Holdings Group, an estimated $147M added.
  • The largest Amdocs seller in Q4 2013 was Dodge & Cox, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2013.