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Open Text
OTEX

Overview Fund Activity

276 hedge funds and large institutions have $8.29B invested in Open Text in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-6
Holders Change %
-2.13%
% of All Funds
4.9%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
38
Increased
103
Reduced
98
Closed
39
Calls
$9.09M
Puts
$2.06M
Net Calls
+$7.03M
Net Calls Change
+$2.72M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$127M
2
Harris Associates
2
Harris Associates
Illinois
$372M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$100M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$439M
5
American Century Companies
5
American Century Companies
Missouri
$104M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.6M
3
PIMC
3
Praesidium Investment Management Company
New York
$0
4
DGI
4
Disciplined Growth Investors
Minnesota
$115M
5
Invesco
5
Invesco
Georgia
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$38K -$1.81K -40 -5%
HNB
227
Huntington National Bank
Ohio
$38K +$5.38K +117 +16%
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
FRA
229
Front Row Advisors
California
$36K – – –
GWS
230
Glassman Wealth Services
Virginia
$35K +$6.38K +142 +22%
ZB
231
Zions Bancorporation
Utah
$33K -$1.66K -36 -5%
ETC
232
Exchange Traded Concepts
Oklahoma
$33K +$26.7K +588 +420%
HGWM
233
Harvest Group Wealth Management
Massachusetts
$29K – – –
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$28K +$28K +623 New
AA
235
AlphaMark Advisors
Kentucky
$26K – – –
LC
236
Lindbrook Capital
California
$25K +$136 +3 +0.5%
FHA
237
First Horizon Advisors
Tennessee
$21K -$12.9K -283 -38%
PMFA
238
Plante Moran Financial Advisors
Michigan
$18K +$18K +400 New
AF
239
Advisornet Financial
Minnesota
$16K +$15.8K +337 +8,425%
ST
240
Smithfield Trust
Pennsylvania
$15K – – –
AWA
241
Arkadios Wealth Advisors
Georgia
$14K +$10.9K +255 +354%
FGAM
242
Financial Gravity Asset Management
Texas
$13K +$13K +292 New
SFS
243
Sowell Financial Services
Arkansas
$11K -$2.07K -46 -16%
ICP
244
Interchange Capital Partners
Pennsylvania
$11K +$11K +248 New
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$10K – – –
OC
246
Oakworth Capital
Alabama
$10K – – –
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$10K +$2.78K +62 +39%
EW
248
Evoke Wealth
California
$8K – – –
AWM
249
Atticus Wealth Management
Florida
$7K – – –
TC
250
Truvestments Capital
Florida
$6K +$6K +154 New
8 9
10
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