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Open Text
OTEX

Overview Fund Activity

266 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, 99 increasing their positions, 92 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.6%
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
99
Reduced
92
Closed
51
Calls
$1.92M
Puts
$2.97M
Net Calls
-$1.05M
Net Calls Change
-$6.38M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$108M
2
Millennium Management
2
Millennium Management
New York
$49.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$49.4M
4
TCAM
4
Turtle Creek Asset Management
Ontario, Canada
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$38.9M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$42.5M
3
American Century Companies
3
American Century Companies
Missouri
$78.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$256M
5
QI
5
QV Investors
Alberta, Canada
$12K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
T
227
TOBAM
France
$18K – – –
BHWM
228
Beaird Harris Wealth Management
Texas
$16K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$15K -$2.23K -85 -13%
CA
230
Clearstead Advisors
Ohio
$15K – – –
AA
231
AlphaMark Advisors
Kentucky
$15K – – –
LC
232
Lindbrook Capital
California
$15K +$2.46K +94 +20%
GRP
233
Global Retirement Partners
California
$15K +$13.1K +452 +685%
AF
234
Advisornet Financial
Minnesota
$14K -$3.17K -116 -18%
HNB
235
Huntington National Bank
Ohio
$13K -$4.75K -174 -27%
QI
236
QV Investors
Alberta, Canada
$12K -$31.3M -1,134,555 -100%
BTI
237
Blue Trust Inc
Georgia
$12K +$12K +315 New
GWS
238
Glassman Wealth Services
Virginia
$11K -$12.9K -486 -54%
SC
239
Seldon Capital
California
$8K – – –
OC
240
Oakworth Capital
Alabama
$6K – – –
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$1.42K +56 +31%
AF
242
Allworth Financial
California
$6K +$5.23K +183 +678%
AAP
243
Arax Advisory Partners
Colorado
$5K +$5K +179 New
BAM
244
Byrne Asset Management
New Jersey
$5K +$5K +184 New
ZB
245
Zions Bancorporation
Utah
$4K -$2.64K -107 -40%
EW
246
Evoke Wealth
California
$4K – – –
PP
247
Pacifica Partners
Canada
$4K – – –
HCP
248
Hexagon Capital Partners
Arkansas
$3K -$189 -6 -6%
TC
249
Truvestments Capital
Florida
$3K – – –
CB
250
Community Bank
New York
$3K +$3K +100 New
8 9
10
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