We are live on ! Find out more

439 hedge funds and large institutions have $8.36B invested in Amdocs in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

5% more funds holding

Funds holding: 419439 (+20)

0.31% less ownership

Funds ownership: 91.1%90.79% (-0.31%)

1% less capital invested

Capital invested by funds: $8.46B → $8.36B (-$106M)

22% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 167

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

93% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $52.9M

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
7.71%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
72
Increased
130
Reduced
167
Closed
50
Calls
$3.87M
Puts
$52.9M
Net Calls
-$49.1M
Net Calls Change
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.01B -$106M -1,401,079 -9%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$485M +$8.29M +109,752 +2%
Wells Fargo
3
Wells Fargo
California
$382M -$10.3M -136,283 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$376M -$3.4M -45,066 -0.8%
LSV Asset Management
5
LSV Asset Management
Illinois
$361M -$72.6M -960,910 -16%
Pzena Investment Management
6
Pzena Investment Management
New York
$313M +$312M +4,133,447 +1,234%
BlackRock
7
BlackRock
New York
$292M +$37.4M +495,638 +14%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$238M -$7.58M -100,338 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$211M -$55.2M -730,769 -20%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$199M -$23.6M -312,008 -10%
Deutsche Bank
11
Deutsche Bank
Germany
$182M -$6.86M -90,758 -3%
CB
12
Cooke & Bieler
Pennsylvania
$179M +$1.87M +24,689 +1%
Invesco
13
Invesco
Georgia
$163M -$9.56M -126,508 -5%
Fidelity International
14
Fidelity International
Bermuda
$156M -$1.92M -25,394 -1%
Boston Partners
15
Boston Partners
Massachusetts
$155M +$11.5M +152,552 +7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$123M +$1.63M +21,518 +1%
Norges Bank
17
Norges Bank
Norway
$115M +$10.9M +143,994 +10%
State Street
18
State Street
Massachusetts
$114M -$4.05M -53,546 -3%
AQR Capital Management
19
AQR Capital Management
Connecticut
$113M +$3.75M +49,679 +3%
CI
20
Clal Insurance
Israel
$104M +$20.4M +269,875 +22%
Principal Financial Group
21
Principal Financial Group
Iowa
$103M -$16.7M -221,660 -13%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$102M +$14.7M +195,000 +15%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$101M -$18.3M -242,845 -14%
First Trust Advisors
24
First Trust Advisors
Illinois
$99.2M -$6.18M -81,741 -5%
Bank of America
25
Bank of America
North Carolina
$93.9M +$3.22M +42,654 +3%

DOX Hedge Fund Activity: Q1 2021 in Review

439 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q1 2021, worth a combined $8.36B — down 1.3% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DOX positions and 50 closed out — a net gain of 22 holders — while 130 added to existing stakes and 167 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $312M. The largest seller was Fidelity Investments, cutting an estimated $106M.

  • 439 institutional investors held Amdocs (DOX) as of Q1 2021, up from 419 in Q4 2020.
  • Funds reported $8.36B of Amdocs stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 72 funds opened new Amdocs positions in Q1 2021 and 50 closed out, a net change of +22 holders.
  • The largest Amdocs buyer in Q1 2021 was Pzena Investment Management, an estimated $312M added.
  • The largest Amdocs seller in Q1 2021 was Fidelity Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2021.