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OTEX

Overview Fund Activity

291 hedge funds and large institutions have $8.42B invested in Open Text in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
34
Increased
107
Reduced
106
Closed
28
Calls
$4.81M
Puts
$11.6M
Net Calls
-$6.79M
Net Calls Change
-$21.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$610M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
3
FPA
First Pacific Advisors
California
$103M
4
American Century Companies
American Century Companies
Missouri
$254M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
$65.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$62.4M
2
BlackRock
BlackRock
New York
$55.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$106M
4
IIM
Intact Investment Management
Quebec, Canada
$30M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$804M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
226
Lombard Odier Asset Management (Switzerland)
Switzerland
$201K +$201K +3,350 New
YCM
227
Yousif Capital Management
Michigan
$201K +$201K +4,232 New
EVM
228
Eaton Vance Management
Massachusetts
$196K -$1.14K -24 -0.6%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159K -$45.4K -960,696 -22%
SCA
230
Snowden Capital Advisors
New York
$156K +$156K +3,298 New
QCG
231
Quadrant Capital Group
Ohio
$149K +$18.7K +394 +14%
VanEck Associates
232
VanEck Associates
New York
$138K +$64.5K +1,359 +88%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$129K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$124K – – –
CA
235
Clearstead Advisors
Ohio
$124K +$124K +2,610 New
PA
236
Parallel Advisors
California
$103K -$13.2K -278 -11%
TRCT
237
Tower Research Capital (TRC)
New York
$102K +$30.9K +655 +43%
AIM
238
Anchor Investment Management
South Carolina
$99.7K -$9.02K -190 -8%
HIA
239
Harbor Investment Advisory
Maryland
$90K +$17.4K +366 +24%
CAL
240
Capital Analysts LLC
Pennsylvania
$65K – – –
LC
241
Lindbrook Capital
California
$53K +$25K +529 +89%
HNB
242
Huntington National Bank
Ohio
$51K +$1.7K +36 +3%
GWS
243
Glassman Wealth Services
Virginia
$40K -$1.48K -31 -4%
AF
244
Advisornet Financial
Minnesota
$40K +$19.4K +406 +94%
MSFP
245
Mark Sheptoff Financial Planning
Connecticut
$39K +$812 +17 +2%
SWM
246
Spire Wealth Management
Virginia
$31K +$2.34K +50 +8%
BHWM
247
Beaird Harris Wealth Management
Texas
$29K +$29K +618 New
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +624 New
AA
249
AlphaMark Advisors
Kentucky
$27K – – –
FHA
250
First Horizon Advisors
Tennessee
$27K +$2.26K +48 +9%
8 9
10
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