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268 hedge funds and large institutions have $4.64B invested in Open Text in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 93

0.73% more ownership

Funds ownership: 65.64%66.37% (+0.73%)

4% less funds holding

Funds holding: 279268 (-11)

17% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 53

29% less capital invested

Capital invested by funds: $6.58B → $4.64B (-$1.94B)

35% less call options, than puts

Call options by funds: $1.92M | Put options by funds: $2.97M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
44
Increased
100
Reduced
93
Closed
53
Calls
$1.92M
Puts
$2.97M
Net Calls
-$1.05M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$25K +$23.1K +655 +215%
WFA
227
Wipfli Financial Advisors
Wisconsin
$24K +$32.7K +926 New
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$21K
T
229
TOBAM
France
$18K
BHWM
230
Beaird Harris Wealth Management
Texas
$16K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$15K -$3K -85 -13%
AA
232
AlphaMark Advisors
Kentucky
$15K
CA
233
Clearstead Advisors
Ohio
$15K
LC
234
Lindbrook Capital
California
$15K +$3.32K +94 +20%
GRP
235
Global Retirement Partners
California
$15K +$16K +452 +685%
AF
236
Advisornet Financial
Minnesota
$14K -$4.1K -116 -18%
HNB
237
Huntington National Bank
Ohio
$13K -$6.14K -174 -27%
QI
238
QV Investors
Alberta, Canada
$12K -$40.1M -1,134,555 -100%
BTI
239
Blue Trust Inc
Georgia
$12K +$11.1K +315 New
GWS
240
Glassman Wealth Services
Virginia
$11K -$17.2K -486 -54%
SC
241
Seldon Capital
California
$8K
OC
242
Oakworth Capital
Alabama
$6K
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$1.98K +56 +31%
AF
244
Allworth Financial
California
$6K +$6.46K +183 +678%
AAP
245
Arax Advisory Partners
Colorado
$5K +$6.32K +179 New
BAM
246
Byrne Asset Management
New Jersey
$5K +$6.5K +184 New
ZB
247
Zions Bancorporation
Utah
$4K -$3.78K -107 -40%
EW
248
Evoke Wealth
California
$4K
PP
249
Pacifica Partners
Canada
$4K
HCP
250
Hexagon Capital Partners
Arkansas
$3K -$212 -6 -6%