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352 hedge funds and large institutions have $7.57B invested in Amdocs in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $7.58M | Put options by funds: $4.52M

5.51% more ownership

Funds ownership: 83.1%88.62% (+5.5%)

3% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 40

0% less capital invested

Capital invested by funds: $7.58B → $7.57B (-$1.56M)

1% less funds holding

Funds holding: 357352 (-5)

29% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 151

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
352
Holders Change
-5
Holders Change %
-1.4%
% of All Funds
8.8%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
41
Increased
107
Reduced
151
Closed
40
Calls
$7.58M
Puts
$4.52M
Net Calls
+$3.07M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$652M +$58.2M +986,604 +10%
Boston Partners
2
Boston Partners
Massachusetts
$396M +$23.3M +394,894 +6%
JHIU
3
Janus Henderson Investors US
Colorado
$359M +$41.3M +699,284 +13%
BIT
4
BlackRock Institutional Trust
California
$292M +$38.2M +648,240 +15%
Wells Fargo
5
Wells Fargo
California
$258M +$132M +2,239,279 +102%
MNA
6
Manning & Napier Advisors
New York
$247M -$15.4M -261,594 -6%
O
7
OppenheimerFunds
New York
$240M -$1.94M -32,966 -0.8%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$219M +$27.2M +461,404 +14%
AAM
9
Aberdeen Asset Management
United Kingdom
$188M -$31.3M -530,300 -14%
WHG
10
Westwood Holdings Group
Texas
$170M -$3.72M -63,089 -2%
TCM
11
TimesSquare Capital Management
New York
$154M -$4.43M -75,125 -3%
AQR Capital Management
12
AQR Capital Management
Connecticut
$143M -$5.3M -89,778 -4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$127M -$7.62M -129,079 -6%
NSCM
14
New South Capital Management
Tennessee
$117M -$1.7M -28,858 -1%
State Street
15
State Street
Massachusetts
$116M +$1.21M +20,472 +1%
Norges Bank
16
Norges Bank
Norway
$101M -$498K -8,435 -0.5%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$98.2M -$13.9M -234,850 -12%
LSV Asset Management
18
LSV Asset Management
Illinois
$94M +$1.84M +31,218 +2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$91.6M +$13.1M +222,098 +16%
Fidelity International
20
Fidelity International
Bermuda
$91.4M +$23.9M +405,705 +35%
BFA
21
BlackRock Fund Advisors
California
$91M +$4.28M +72,469 +5%
IVA
22
International Value Advisers
$89.7M -$3.58M -60,721 -4%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$88.9M +$51M +864,005 +130%
Goldman Sachs
24
Goldman Sachs
New York
$87.9M -$4.82M -81,719 -5%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$86.1M -$17.4M -294,095 -17%

DOX Hedge Fund Activity: Q4 2016 in Review

352 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2016, worth a combined $7.57B — down 0.02% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DOX positions and 40 closed out — a net gain of 1 holder — while 107 added to existing stakes and 151 trimmed.

The largest buyer was Wells Fargo, adding an estimated $132M. The largest seller was Ninety One (UK), exiting entirely with an estimated $192M sold.

  • 352 institutional investors held Amdocs (DOX) as of Q4 2016, down from 357 in Q3 2016.
  • Funds reported $7.57B of Amdocs stock for Q4 2016, down 0.02% quarter-over-quarter.
  • 41 funds opened new Amdocs positions in Q4 2016 and 40 closed out, a net change of +1 holder.
  • The largest Amdocs buyer in Q4 2016 was Wells Fargo, an estimated $132M added.
  • The largest Amdocs seller in Q4 2016 was Ninety One (UK), an estimated $192M sold.

Based on aggregated 13F filings for Q4 2016.