We are live on ! Find out more

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
PCM
126
Penserra Capital Management
California
$4.17M +$1.98M +29,084 +103%
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$3.94M -$63.3K -929 -2%
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$3.88M -$262K -3,853 -7%
SRAM
129
Stone Ridge Asset Management
New York
$3.83M +$334K +4,900 +10%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$3.82M -$818K -12,006 -19%
RC
131
RegentAtlantic Capital
New Jersey
$3.74M +$1.4M +20,518 +66%
PAM
132
Panagora Asset Management
Massachusetts
$3.64M +$1.75M +25,718 +104%
Barclays
133
Barclays
United Kingdom
$3.59M -$18.3M -268,763 -84%
Truist Financial
134
Truist Financial
North Carolina
$3.58M +$2.02M +29,595 +148%
SG Americas Securities
135
SG Americas Securities
New York
$3.45M +$3.25M +47,751 New
Public Sector Pension Investment Board (PSP Investments)
136
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.44M -$899K -13,200 -22%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$3.39M -$54.8K -805 -2%
VIA
138
Vident Investment Advisory
Georgia
$3.36M +$3.17M +46,519 New
FGP
139
Foyston, Gordon, & Payne
Ontario, Canada
$3.35M -$5.18K -76 -0.2%
EVM
140
Eaton Vance Management
Massachusetts
$3.31M -$7.46M -109,511 -70%
PF
141
Phoenix Financial
Israel
$3.23M -$140K -2,058 -4%
FL
142
Fort LP
Maryland
$3.03M +$37.4K +549 +1%
US Bancorp
143
US Bancorp
Minnesota
$3.01M +$380K +5,586 +15%
OAM
144
Optimal Asset Management
California
$2.73M +$2.58M +37,838 New
Natixis Advisors
145
Natixis Advisors
Massachusetts
$2.62M -$10.9K -160 -0.4%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$2.51M +$17.7K +260 +0.8%
SEC
147
Seven Eight Capital
New York
$2.44M -$102K -1,500 -4%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$2.43M
Grantham, Mayo, Van Otterloo & Co (GMO)
149
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.42M -$378K -5,545 -14%
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$2.35M -$11.6M -170,336 -84%

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.