We are live on ! Find out more

300 hedge funds and large institutions have $6.54B invested in Amdocs in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $2.8M

4% less capital invested

Capital invested by funds: $6.79B → $6.54B (-$248M)

9% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 124

2.42% less ownership

Funds ownership: 91.29%88.88% (-2.4%)

6% less funds holding

Funds holding: 320300 (-20)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
300
Holders Change
-20
Holders Change %
-6.25%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
16
Increased
113
Reduced
124
Closed
31
Calls
$3.39M
Puts
$2.8M
Net Calls
+$586K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$641M -$19.3M -412,178 -3%
Invesco
2
Invesco
Georgia
$318M +$1.13M +24,108 +0.3%
JHIU
3
Janus Henderson Investors US
Colorado
$289M -$9.91M -211,679 -3%
LSV Asset Management
4
LSV Asset Management
Illinois
$266M +$392K +8,380 +0.1%
WHG
5
Westwood Holdings Group
Texas
$257M -$24.8M -530,779 -9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$252M -$18.7M -398,846 -7%
MNA
7
Manning & Napier Advisors
New York
$240M -$9.15M -195,347 -4%
Boston Partners
8
Boston Partners
Massachusetts
$225M +$8.68M +185,472 +4%
O
9
OppenheimerFunds
New York
$208M +$30.4M +649,151 +17%
BIT
10
BlackRock Institutional Trust
California
$178M +$271K +5,797 +0.1%
TCM
11
TimesSquare Capital Management
New York
$167M -$26.8M -572,400 -14%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$162M +$22.1M +471,345 +15%
Renaissance Technologies
13
Renaissance Technologies
New York
$159M +$10.8M +231,000 +7%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$122M +$2.51M +53,541 +2%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$110M +$733K +15,655 +0.7%
GC
16
Greenlight Capital
New York
$106M
AL
17
AJO LP
Pennsylvania
$103M -$22.9M -488,990 -18%
CI
18
Cambiar Investors
Colorado
$98M -$759K -16,219 -0.8%
IVA
19
International Value Advisers
$91.5M +$1.02M +21,705 +1%
State Street
20
State Street
Massachusetts
$89.1M -$4.48M -95,772 -5%
FPP
21
Findlay Park Partners
United Kingdom
$83.4M
Norges Bank
22
Norges Bank
Norway
$66.7M -$68.1M -1,454,024 -50%
BFA
23
BlackRock Fund Advisors
California
$64.4M +$2.27M +48,582 +4%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$62.7M -$4.58M -97,811 -7%
NSCM
25
New South Capital Management
Tennessee
$60.3M -$2.25M -48,043 -4%

DOX Hedge Fund Activity: Q3 2014 in Review

300 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2014, worth a combined $6.54B — down 3.7% from $6.79B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DOX and 16 opened new positions — a net loss of 15 holders — while 124 trimmed existing stakes and 113 added.

The largest buyer was BlackRock Advisors, adding an estimated $35.6M. The largest seller was Analytic Investors, exiting entirely with an estimated $71.1M sold.

  • 300 institutional investors held Amdocs (DOX) as of Q3 2014, down from 320 in Q2 2014.
  • Funds reported $6.54B of Amdocs stock for Q3 2014, down 3.7% quarter-over-quarter.
  • 16 funds opened new Amdocs positions in Q3 2014 and 31 closed out, a net change of -15 holders.
  • The largest Amdocs buyer in Q3 2014 was BlackRock Advisors, an estimated $35.6M added.
  • The largest Amdocs seller in Q3 2014 was Analytic Investors, an estimated $71.1M sold.

Based on aggregated 13F filings for Q3 2014.