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
AG
201
AlphaSimPlex Group
Massachusetts
$1.06M -$199K -2,924 -17%
FMW
202
Farr Miller & Washington
District of Columbia
$1.04M +$127K +1,863 +15%
B
203
BP
United Kingdom
$1.03M
EAM
204
Eagle Asset Management
Florida
$1.03M -$790K -11,602 -45%
RIM
205
Redwood Investment Management
Arizona
$1M +$948K +13,924 New
AG
206
Advisor Group
Arizona
$1M -$164K -2,402 -15%
SBH
207
Segall Bryant & Hamill
Illinois
$977K -$376K -5,520 -29%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$961K -$591K -8,679 -39%
Pzena Investment Management
209
Pzena Investment Management
New York
$949K
CEP
210
Chicago Equity Partners
Illinois
$916K +$864K +12,685 New
CTC
211
Central Trust Company
Missouri
$913K +$25.4K +373 +3%
UFF
212
USA Financial Formulas
Michigan
$904K +$853K +12,518 New
CIP
213
Convergence Investment Partners
Florida
$903K +$851K +12,503 New
AIL
214
AGF Investments LLC
Ontario, Canada
$888K +$352K +5,164 +72%
IMRF
215
Illinois Municipal Retirement Fund
Illinois
$879K +$829K +12,178 New
AWM
216
Avior Wealth Management
Nebraska
$841K
FHB
217
First Hawaiian Bank
Hawaii
$824K -$223K -3,277 -22%
SC
218
Scotia Capital
Ontario, Canada
$819K -$5.11K -75 -0.7%
Chevy Chase Trust
219
Chevy Chase Trust
Maryland
$758K
ECM
220
ETrade Capital Management
Virginia
$729K -$38.5K -566 -5%
PP
221
Paloma Partners
Connecticut
$725K -$180K -2,643 -21%
PA
222
Parallel Advisors
California
$715K +$126K +1,844 +23%
M&T Bank
223
M&T Bank
New York
$689K -$24.2K -356 -4%
DCM
224
Dean Capital Management
Kansas
$685K +$8.38K +123 +1%
AC
225
Aristides Capital
Kentucky
$673K +$635K +9,323 New

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.