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OTEX

Overview Fund Activity

247 hedge funds and large institutions have $7.35B invested in Open Text in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-4
Holders Change %
-1.59%
% of All Funds
3.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
106
Reduced
64
Closed
37
Calls
$6.74M
Puts
$3.58M
Net Calls
+$3.16M
Net Calls Change
-$2.74M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$278M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$178M
3
First Trust Advisors
First Trust Advisors
Illinois
$273M
4
Amundi
Amundi
France
$104M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$62.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$361M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$282M
3
DGI
Disciplined Growth Investors
Minnesota
$20.2M
4
Goldman Sachs
Goldman Sachs
New York
$9.16M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$6K -$2.92K -103 -33%
CCM
227
Copeland Capital Management
Pennsylvania
$5K – – –
ZB
228
Zions Bancorporation
Utah
$4.9K -$1.23K -32 -20%
AIM
229
Anchor Investment Management
South Carolina
$4.82K – – –
BF
230
BOK Financial
Oklahoma
$3.89K +$3.89K +101 New
HCP
231
Hexagon Capital Partners
Arkansas
$3.08K -$578 -15 -16%
UB
232
UMB Bank
Missouri
$2.47K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$2.43K +$39 +1 +2%
SSC
234
Syverson Strege & Co
Iowa
$2.2K +$2.2K +57 New
AIP
235
Ahrens Investment Partners
Louisiana
$1.93K +$1.93K +50 New
GBT
236
Grove Bank & Trust
Florida
$1.74K +$1.74K +45 New
BIA
237
Bell Investment Advisors
California
$1.47K +$1.04K +27 +245%
ASN
238
Advisory Services Network
Georgia
$1.31K -$30.2K -784 -96%
EARNEST Partners
239
EARNEST Partners
Georgia
$1.23K – – –
CA
240
Centerpoint Advisors
Massachusetts
$1K +$1K +13 New
BAAM
241
Baker Avenue Asset Management
California
$925 +$925 +24 New
SC
242
Schubert & Co
Texas
$694 +$39 +1 +6%
BAM
243
Belpointe Asset Management
Nevada
$675 – – –
FGAM
244
Financial Gravity Asset Management
Texas
$600 +$138 +9 +30%
SN
245
Sittner & Nelson
Oregon
$308 – – –
TWD
246
True Wealth Design
Ohio
$232 – – –
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$231 +$231 +6 New
HNB
248
Huntington National Bank
Ohio
$39 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
249
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$8.52M -287,900 Closed
Citadel Advisors
250
Citadel Advisors
Florida
– -$4.56M -153,818 Closed
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