Amdocs
455 hedge funds and large institutions have $11B invested in Amdocs in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 197 reducing their positions, and 40 closing their positions.
13% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 40
9% more capital invested
Capital invested by funds: $10.1B → $11B (+$903M)
1.13% more ownership
Funds ownership: 93.81% → 94.94% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1% less funds holding
Funds holding: 459 → 455 (-4)
24% less call options, than puts
Call options by funds: $835K | Put options by funds: $1.09M
27% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$161M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$113M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$37.3M |
| 5 |
PR
Payden & Rygel
Los Angeles,
California
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$57.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$51.4M |
| 3 |
Neuberger Berman Group
New York
|
-$43.3M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$30.9M |
| 5 |
Pzena Investment Management
New York
|
-$26.4M |
DOX Hedge Fund Activity: Q1 2023 in Review
455 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2023, worth a combined $11B — up 8.9% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DOX positions and 40 closed out — a net gain of 5 holders — while 144 added to existing stakes and 197 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Schroder Investment Management Group, cutting an estimated $57.8M.
- 455 institutional investors held Amdocs (DOX) as of Q1 2023, down from 459 in Q4 2022.
- Funds reported $11B of Amdocs stock for Q1 2023, up 8.9% quarter-over-quarter.
- 45 funds opened new Amdocs positions in Q1 2023 and 40 closed out, a net change of +5 holders.
- The largest Amdocs buyer in Q1 2023 was Fidelity Investments, an estimated $161M added.
- The largest Amdocs seller in Q1 2023 was Schroder Investment Management Group, an estimated $57.8M sold.
Based on aggregated 13F filings for Q1 2023.