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Open Text
OTEX

Overview Fund Activity

269 hedge funds and large institutions have $7.47B invested in Open Text in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-27
Holders Change %
-9.12%
% of All Funds
5.91%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
19
Increased
95
Reduced
101
Closed
46
Calls
$7.14M
Puts
$1.38M
Net Calls
+$5.77M
Net Calls Change
-$1.85M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$146M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$195M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$294M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$81.8M
5
Franklin Resources
Franklin Resources
California
$54.3M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$290M
2
BHG
Blue Harbour Group
Connecticut
$176M
3
Fidelity International
Fidelity International
Bermuda
$128M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.1M
5
Goldman Sachs
Goldman Sachs
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$30K +$282 +7 +0.9%
ZB
227
Zions Bancorporation
Utah
$28K – – –
TC
228
Truvestments Capital
Florida
$28K +$8.22K +201 +42%
GRP
229
Global Retirement Partners
California
$27K +$6.92K +170 +34%
PA
230
Parallel Advisors
California
$27K +$15.3K +371 +132%
FHA
231
Flagship Harbor Advisors
Massachusetts
$25K – – –
GWS
232
Glassman Wealth Services
Virginia
$24K – – –
AA
233
AlphaMark Advisors
Kentucky
$23K – – –
KC
234
Knuff & Co
California
$23K +$23K +555 New
WTC
235
WhitTier Trust Company
Nevada
$22K – – –
HGWM
236
Harvest Group Wealth Management
Massachusetts
$19K – – –
AIS
237
Accurate Investment Solutions
Pennsylvania
$19K +$83 +2 +0.4%
NFG
238
Next Financial Group
Texas
$18K +$13.3K +328 +285%
SCA
239
Stonebridge Capital Advisors
Minnesota
$16K – – –
ST
240
Smithfield Trust
Pennsylvania
$14K – – –
HIIFS
241
Harel Insurance Investments & Financial Services
Israel
$13K – – –
GWM
242
Geneos Wealth Management
Colorado
$12K – – –
PCG
243
Private Capital Group
Connecticut
$11K +$2.77K +69 +34%
AF
244
Advisornet Financial
Minnesota
$10K – – –
OC
245
Oakworth Capital
Alabama
$9K – – –
UBS AM
246
UBS AM
Illinois
$8.49K – – –
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$7K +$7K +177 New
EW
248
Evoke Wealth
California
$6.86K +$6.86K +168 New
OSNBOA
249
Old Second National Bank of Aurora
Illinois
$6K – – –
AIM
250
Anchor Investment Management
South Carolina
$5.1K – – –
8 9
10
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