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406 hedge funds and large institutions have $9.21B invested in Amdocs in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 134 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,043% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $1.29M

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $8.26B → $9.21B (+$952M)

7% more funds holding

Funds holding: 378406 (+28)

1.77% more ownership

Funds ownership: 92.9%94.67% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 140

Holders
406
Holders Change
+28
Holders Change %
+7.41%
% of All Funds
8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
69
Increased
134
Reduced
140
Closed
31
Calls
$14.8M
Puts
$1.29M
Net Calls
+$13.5M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
76
Westwood Holdings Group
Texas
$15.5M -$310K -4,546 -2%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$15.5M -$399K -5,854 -3%
Canada Life
78
Canada Life
Manitoba, Canada
$15.1M +$22.2K +326 +0.2%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$15.1M -$1.29M -18,948 -8%
BTW
80
Boston Trust Walden
Massachusetts
$14.8M -$4.02M -59,064 -22%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$14.6M -$506K -7,437 -4%
1832 Asset Management
82
1832 Asset Management
Ontario, Canada
$14.2M +$1.07M +15,711 +9%
Ninety One (UK)
83
Ninety One (UK)
United Kingdom
$14M +$13.2M +194,341 New
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$13.5M
DA
85
Denali Advisors
California
$12.4M +$4.94M +72,600 +74%
BFM
86
Boston Financial Management
Massachusetts
$12.2M +$127K +1,863 +1%
Ameriprise
87
Ameriprise
Minnesota
$11.5M -$289K -4,249 -3%
OA
88
Oak Associates
Ohio
$11.3M +$167K +2,450 +2%
Twin Tree Management
89
Twin Tree Management
Texas
$10.6M +$4.48M +65,804 +81%
II
90
Ibex Investors
Colorado
$10.3M
SEI Investments
91
SEI Investments
Pennsylvania
$10.2M -$694K -10,192 -7%
ERIM
92
Eagle Ridge Investment Management
Connecticut
$9.51M +$51.6K +757 +0.6%
JP Morgan Chase
93
JP Morgan Chase
New York
$8.98M -$7.32M -107,506 -46%
BC
94
Burney Company
Virginia
$8.64M +$715K +10,504 +10%
WBC
95
Westpac Banking Corp
Australia
$7.9M +$14.2K +209 +0.2%
CIM
96
Corbyn Investment Management
Maryland
$7.8M +$34.5K +507 +0.5%
MAM
97
Majedie Asset Management
United Kingdom
$7.54M -$2.31M -33,977 -25%
Franklin Resources
98
Franklin Resources
California
$7.4M +$3.27M +48,074 +88%
KBC Group
99
KBC Group
Belgium
$7.4M +$2.87M +42,193 +70%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$6.92M +$2.52M +37,062 +63%

DOX Hedge Fund Activity: Q4 2019 in Review

406 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2019, worth a combined $9.21B — up 12% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DOX positions and 31 closed out — a net gain of 38 holders — while 134 added to existing stakes and 140 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $117M.

  • 406 institutional investors held Amdocs (DOX) as of Q4 2019, up from 378 in Q3 2019.
  • Funds reported $9.21B of Amdocs stock for Q4 2019, up 12% quarter-over-quarter.
  • 69 funds opened new Amdocs positions in Q4 2019 and 31 closed out, a net change of +38 holders.
  • The largest Amdocs buyer in Q4 2019 was Wellington Management Group, an estimated $115M added.
  • The largest Amdocs seller in Q4 2019 was Fidelity Investments, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.