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Amdocs
DOX

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: 378 → 406 (+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: 4 → 4 (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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
2
CB
Cooke & Bieler
Pennsylvania
+$60.9M
3
Bessemer Group
Bessemer Group
New Jersey
+$56.7M
4
Morgan Stanley
Morgan Stanley
New York
+$49M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$37.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
2
CI
Clal Insurance
Israel
-$39.2M
3
BlackRock
BlackRock
New York
-$25.7M
4
WRF
Waddell & Reed Financial
Kansas
-$24.2M
5
ESCM
Echo Street Capital Management
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.15B -$117M -1,720,932 -10%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$544M -$13.4M -197,267 -3%
Wells Fargo
3
Wells Fargo
California
$474M -$213K -3,121 -0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$451M +$115M +1,694,260 +37%
BlackRock
5
BlackRock
New York
$317M -$25.7M -377,834 -8%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$302M -$4.46M -65,435 -2%
Invesco
7
Invesco
Georgia
$251M -$6.56M -96,262 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$249M +$9.03M +132,607 +4%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$245M -$6.58M -96,604 -3%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$208M -$1.69M -24,758 -0.9%
CB
11
Cooke & Bieler
Pennsylvania
$200M +$60.9M +894,561 +48%
AQR Capital Management
12
AQR Capital Management
Connecticut
$195M +$3.77M +55,375 +2%
Fidelity International
13
Fidelity International
Bermuda
$194M -$1.75M -25,673 -0.9%
Boston Partners
14
Boston Partners
Massachusetts
$163M +$515K +7,562 +0.3%
State Street
15
State Street
Massachusetts
$143M +$1.3M +19,093 +1%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$143M +$32.6M +478,331 +32%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$142M +$25.1M +368,839 +23%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$140M +$37.2M +546,312 +39%
Deutsche Bank
19
Deutsche Bank
Germany
$134M +$1.57M +23,013 +1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$119M +$97.4K +1,430 +0.1%
AllianceBernstein
21
AllianceBernstein
Tennessee
$116M -$20.4M -298,955 -16%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$113M +$12.2M +179,129 +13%
Bank of America
23
Bank of America
North Carolina
$112M -$684K -10,040 -0.6%
Norges Bank
24
Norges Bank
Norway
$110M – – –
Geode Capital Management
25
Geode Capital Management
Massachusetts
$106M +$2.53M +37,203 +3%
1
2 3 4 5

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.