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OTEX

Overview Fund Activity

275 hedge funds and large institutions have $6.58B invested in Open Text in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-9
Holders Change %
-3.17%
% of All Funds
4.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
99
Reduced
110
Closed
43
Calls
$8.56M
Puts
$3.23M
Net Calls
+$5.33M
Net Calls Change
+$15.6M

Top Buyers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$46M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$550M
3
Harris Associates
3
Harris Associates
Illinois
$412M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$36M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$354M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$2.44M
2
Bank of America
2
Bank of America
North Carolina
$21.7M
3
KM
3
Kabouter Management
Illinois
$0
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.3M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
226
TOBAM
France
$26K – – –
HNB
227
Huntington National Bank
Ohio
$25K -$10.8K -280 -30%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$25K +$25K +657 New
AF
229
Advisornet Financial
Minnesota
$24K -$44.5K -1,167 -65%
BHWM
230
Beaird Harris Wealth Management
Texas
$23K – – –
AA
231
AlphaMark Advisors
Kentucky
$22K – – –
CA
232
Clearstead Advisors
Ohio
$21K -$76.9K -2,050 -79%
ACM
233
Aquatic Capital Management
Illinois
$19K +$7.6K +200 +67%
LC
234
Lindbrook Capital
California
$18K -$13.5K -360 -43%
PTC
235
Private Trust Company
Ohio
$18K +$18K +482 New
CG
236
Cutler Group
California
$18K +$18K +500 New
FHA
237
First Horizon Advisors
Tennessee
$15K -$5.33K -152 -26%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.4K +331 +2,207%
AW
239
ACG Wealth
Georgia
$12K +$12K +317 New
SC
240
Seldon Capital
California
$11K – – –
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$11K +$4.7K +130 +75%
ZB
242
Zions Bancorporation
Utah
$10K -$1.3K -35 -12%
OC
243
Oakworth Capital
Alabama
$9K – – –
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$9K +$7.72K +211 +603%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
EW
246
Evoke Wealth
California
$6K – – –
PP
247
Pacifica Partners
Canada
$6K – – –
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.72K -41 -26%
JWA
249
JFS Wealth Advisors
Pennsylvania
$4K -$3.8K -94 -49%
HCP
250
Hexagon Capital Partners
Arkansas
$4K +$1.47K +37 +58%
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