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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
FMT
201
First Mercantile Trust
Tennessee
$616K -$27.3K -695 -4%
FCH
202
Freestone Capital Holdings
Washington
$603K +$575K +14,627 New
Chevy Chase Trust
203
Chevy Chase Trust
Maryland
$586K +$117K +2,965 +26%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$579K +$16.8K +428 +3%
V
205
Veritable
Delaware
$578K +$55.9K +1,422 +11%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$562K -$107K -2,731 -17%
Truist Financial
207
Truist Financial
North Carolina
$560K -$4.13K -105 -0.8%
SCM
208
Stux Capital Management
New York
$548K +$82.6K +2,100 +19%
TC
209
TFS Capital
Pennsylvania
$542K +$517K +13,136 New
Natixis Advisors
210
Natixis Advisors
Massachusetts
$530K +$506K +12,856 New
EM
211
Excalibur Management
Massachusetts
$524K -$19.7K -500 -4%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$515K +$157K +4,000 +47%
VAM
213
Visium Asset Management
New York
$504K -$338K -8,589 -41%
USAA
214
United Services Automobile Association
Texas
$483K -$714K -18,150 -61%
Nomura Asset Management
215
Nomura Asset Management
Japan
$444K +$423K +10,760 New
WCM
216
Wedge Capital Management
North Carolina
$443K +$121K +3,075 +40%
Ameriprise
217
Ameriprise
Minnesota
$429K -$11.6M -295,310 -97%
ZCM
218
Zebra Capital Management
Connecticut
$419K -$69.9K -1,778 -15%
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$408K
CAM
220
Capstone Asset Management
Texas
$404K -$511K -13,000 -57%
TCB
221
Texas Capital Bancshares
Texas
$399K +$380K +9,657 New
WMSA
222
Weiss Multi-Strategy Advisers
New York
$373K +$84.2K +2,140 +31%
SB
223
Suntrust Banks
Georgia
$370K -$62K -1,576 -15%
HI
224
HBK Investments
Texas
$363K -$564K -14,344 -62%
SG Americas Securities
225
SG Americas Securities
New York
$355K -$191K -4,855 -36%

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.