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459 hedge funds and large institutions have $10.1B invested in Amdocs in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $9.61B → $10.1B (+$500M)

2% more funds holding

Funds holding: 450459 (+9)

4.72% less ownership

Funds ownership: 98.54%93.81% (-4.7%)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 176

51% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.64M

Holders
459
Holders Change
+9
Holders Change %
+2%
% of All Funds
7.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
68
Increased
150
Reduced
176
Closed
47
Calls
$1.79M
Puts
$3.64M
Net Calls
-$1.85M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.19B +$44.3M +520,740 +4%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$636M -$588M -6,914,680 -50%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$589M -$60.6M -712,088 -10%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$464M -$9.42M -110,722 -2%
Pzena Investment Management
5
Pzena Investment Management
New York
$460M -$47.6M -559,450 -10%
BlackRock
6
BlackRock
New York
$356M +$3.29M +38,679 +1%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$353M -$1.5M -17,615 -0.5%
LSV Asset Management
8
LSV Asset Management
Illinois
$308M -$25.2M -296,830 -8%
Invesco
9
Invesco
Georgia
$278M +$21M +247,123 +9%
CI
10
Clal Insurance
Israel
$208M -$20.4M -240,000 -9%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$202M +$242K +2,849 +0.1%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$168M -$2.55M -29,968 -2%
American Century Companies
13
American Century Companies
Missouri
$159M +$39.5M +464,732 +36%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$157M +$2.83M +33,286 +2%
State Street
15
State Street
Massachusetts
$142M -$3.74M -44,001 -3%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$133M +$4.12M +48,494 +3%
Morgan Stanley
17
Morgan Stanley
New York
$119M +$12.9M +151,601 +13%
Fidelity International
18
Fidelity International
Bermuda
$117M +$9.52M +111,922 +10%
Norges Bank
19
Norges Bank
Norway
$113M +$7.48M +87,898 +8%
BCPEMI
20
Bain Capital Public Equity Management II
Massachusetts
$109M -$25.9M -304,478 -20%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$106M -$2.24M -26,346 -2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$105M -$17.9M -210,043 -15%
Bank of America
23
Bank of America
North Carolina
$103M -$9.76M -114,768 -9%
AllianceBernstein
24
AllianceBernstein
Tennessee
$103M +$41.8M +491,265 +77%
Principal Financial Group
25
Principal Financial Group
Iowa
$98.7M +$18.2M +214,544 +25%

DOX Hedge Fund Activity: Q4 2022 in Review

459 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q4 2022, worth a combined $10.1B — up 5.2% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DOX positions and 47 closed out — a net gain of 21 holders — while 150 added to existing stakes and 176 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.3M. The largest seller was Janus Henderson Group, cutting an estimated $588M.

  • 459 institutional investors held Amdocs (DOX) as of Q4 2022, up from 450 in Q3 2022.
  • Funds reported $10.1B of Amdocs stock for Q4 2022, up 5.2% quarter-over-quarter.
  • 68 funds opened new Amdocs positions in Q4 2022 and 47 closed out, a net change of +21 holders.
  • The largest Amdocs buyer in Q4 2022 was Fidelity Investments, an estimated $44.3M added.
  • The largest Amdocs seller in Q4 2022 was Janus Henderson Group, an estimated $588M sold.

Based on aggregated 13F filings for Q4 2022.