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482 hedge funds and large institutions have $9.34B invested in Amdocs in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 192 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

34% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 143

3% more funds holding

Funds holding: 467482 (+15)

0.27% less ownership

Funds ownership: 91.7%91.43% (-0.27%)

15% less capital invested

Capital invested by funds: $11B → $9.34B (-$1.61B)

39% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.96M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
482
Holders Change
+15
Holders Change %
+3.21%
% of All Funds
7.65%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
67
Increased
192
Reduced
143
Closed
49
Calls
$1.81M
Puts
$2.96M
Net Calls
-$1.15M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.3B -$4.37M -48,403 -0.3%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$569M -$25.1M -277,506 -4%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$419M +$6.84M +75,733 +2%
Pzena Investment Management
4
Pzena Investment Management
New York
$342M -$52.3M -579,236 -13%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$341M -$116K -1,280 -0%
BlackRock
6
BlackRock
New York
$321M +$21.4K +237 +0%
LSV Asset Management
7
LSV Asset Management
Illinois
$262M -$10M -110,916 -3%
Invesco
8
Invesco
Georgia
$222M +$56.2M +621,962 +31%
Parnassus Investments
9
Parnassus Investments
California
$201M
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$198M -$222M -2,458,404 -51%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$181M +$3.47M +38,452 +2%
American Century Companies
12
American Century Companies
Missouri
$167M +$10.5M +115,744 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$162M +$2.49M +27,522 +1%
CI
14
Clal Insurance
Israel
$159M -$37.5M -415,261 -18%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$147M -$29.3M -324,235 -16%
AllianceBernstein
16
AllianceBernstein
Tennessee
$140M +$27.6M +305,829 +23%
Morgan Stanley
17
Morgan Stanley
New York
$140M +$12.4M +136,815 +9%
State Street
18
State Street
Massachusetts
$136M +$12.8M +142,047 +10%
Vanguard Group
19
Vanguard Group
Pennsylvania
$121M -$1.26M -14,001 -1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$109M +$6.31M +69,825 +6%
Fidelity International
21
Fidelity International
Bermuda
$106M -$27.6M -306,014 -20%
Norges Bank
22
Norges Bank
Norway
$103M +$2.4M +26,560 +2%
Bank of America
23
Bank of America
North Carolina
$102M -$14.7M -162,290 -12%
Principal Financial Group
24
Principal Financial Group
Iowa
$99.2M -$640K -7,081 -0.6%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$97.5M +$3.91M +43,306 +4%

DOX Hedge Fund Activity: Q3 2023 in Review

482 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amdocs (DOX) for Q3 2023, worth a combined $9.34B — down 15% from $11B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DOX positions and 49 closed out — a net gain of 18 holders — while 192 added to existing stakes and 143 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $104M. The largest seller was Massachusetts Financial Services, cutting an estimated $222M.

  • 482 institutional investors held Amdocs (DOX) as of Q3 2023, up from 467 in Q2 2023.
  • Funds reported $9.34B of Amdocs stock for Q3 2023, down 15% quarter-over-quarter.
  • 67 funds opened new Amdocs positions in Q3 2023 and 49 closed out, a net change of +18 holders.
  • The largest Amdocs buyer in Q3 2023 was Acadian Asset Management, an estimated $104M added.
  • The largest Amdocs seller in Q3 2023 was Massachusetts Financial Services, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2023.