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258 hedge funds and large institutions have $6.73B invested in Open Text in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

0% more capital invested

Capital invested by funds: $6.73B → $6.73B (+$5.04M)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1.16% less ownership

Funds ownership: 71.93%70.77% (-1.2%)

2% less funds holding

Funds holding: 262258 (-4)

29% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $13.9M

Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
5.91%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
30
Increased
91
Reduced
83
Closed
31
Calls
$9.86M
Puts
$13.9M
Net Calls
-$4.05M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$28K
GWM
227
Geneos Wealth Management
Colorado
$21K
GWS
228
Glassman Wealth Services
Virginia
$21K
AA
229
AlphaMark Advisors
Kentucky
$20K
CPIG
230
Chicago Partners Investment Group
Illinois
$20K
FHA
231
Flagship Harbor Advisors
Massachusetts
$20K +$20.4K +582 New
WTC
232
WhitTier Trust Company
Nevada
$19K
CG
233
Cutler Group
California
$14K +$14K +400 +4,000%
PCP
234
Proficio Capital Partners
Massachusetts
$13K
ST
235
Smithfield Trust
Pennsylvania
$13K
CBOA
236
Commonwealth Bank of Australia
Australia
$10K
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$10K +$10.1K +288 New
OC
238
Oakworth Capital
Alabama
$8K
PCG
239
Private Capital Group
Connecticut
$7K
PA
240
Parallel Advisors
California
$5K -$10.8K -307 -67%
OSNBOA
241
Old Second National Bank of Aurora
Illinois
$5K
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$5K +$5.23K +149 New
FMP
243
Financial Management Professionals
Texas
$4K
LIA
244
LS Investment Advisors
Michigan
$4K
UBS AM
245
UBS AM
Illinois
$3.8K +$3.09K +88 +440%
AssetMark Inc
246
AssetMark Inc
California
$3K
QCG
247
Quadrant Capital Group
Ohio
$3K
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$4.36K -124 -64%
ACS
249
Archford Capital Strategies
Illinois
$2K -$421 -12 -17%
IFAM
250
Institutional & Family Asset Management
Colorado
$2K