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Open Text

282 hedge funds and large institutions have $7.79B invested in Open Text in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
5.71%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
37
Increased
104
Reduced
102
Closed
37
Calls
$10.8M
Puts
$6.47M
Net Calls
+$4.32M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAS
226
Shine Investment Advisory Services
Colorado
$90K
PA
227
Parallel Advisors
California
$80K -$1.86K -44 -2%
HIA
228
Harbor Investment Advisory
Maryland
$70K
CFGS
229
Concourse Financial Group Securities
Alabama
$62K +$6.26K +147 +11%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$57.4K -$25.3K -600 -31%
BC
231
Bartlett & Co
Ohio
$57K -$25.1K -600 -31%
FC
232
FORA Capital
Florida
$44K +$44K +1,034 New
SC
233
SouthState Corp
Florida
$42K +$42K +1,000 New
CAL
234
Capital Analysts LLC
Pennsylvania
$37K +$9.61K +228 +35%
FRA
235
Front Row Advisors
California
$36K
MSFP
236
Mark Sheptoff Financial Planning
Connecticut
$34K
ZB
237
Zions Bancorporation
Utah
$32K +$3.06K +72 +11%
FHA
238
First Horizon Advisors
Tennessee
$30K -$4.56K -113 -13%
HNB
239
Huntington National Bank
Ohio
$30K +$14.6K +346 +95%
HGWM
240
Harvest Group Wealth Management
Massachusetts
$27K
GWS
241
Glassman Wealth Services
Virginia
$27K +$721 +17 +3%
FHA
242
Flagship Harbor Advisors
Massachusetts
$26K
AA
243
AlphaMark Advisors
Kentucky
$24K
LC
244
Lindbrook Capital
California
$23K +$920 +22 +4%
RGI
245
River Global Investors
United Kingdom
$19K -$1.45M -34,370 -99%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +441 New
GT
247
Glenmede Trust
Pennsylvania
$17K +$9.22K +225 +118%
ST
248
Smithfield Trust
Pennsylvania
$14K
GWM
249
Geneos Wealth Management
Colorado
$14K +$746 +18 +6%
JSC
250
Jackson Square Capital
California
$13K -$867 -20 -6%