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281 hedge funds and large institutions have $7.56B invested in Open Text in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more funds holding

Funds holding: 249281 (+32)

3% more capital invested

Capital invested by funds: $7.36B → $7.56B (+$207M)

2.13% less ownership

Funds ownership: 68.97%66.84% (-2.1%)

14% less call options, than puts

Call options by funds: $7.47M | Put options by funds: $8.65M

17% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 100

Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
55
Increased
83
Reduced
100
Closed
22
Calls
$7.47M
Puts
$8.65M
Net Calls
-$1.19M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$103K -$112K -2,800 -53%
Lazard Asset Management
227
Lazard Asset Management
New York
$100K
RhumbLine Advisers
228
RhumbLine Advisers
Massachusetts
$87K +$84.1K +2,095 New
EWA
229
EverSource Wealth Advisors
Alabama
$84.3K +$7.67K +191 +10%
LSA
230
Leonteq Securities AG
Switzerland
$83.1K
SOW
231
State of Wyoming
Wyoming
$57.6K +$55.7K +1,387 New
SCA
232
Stonebridge Capital Advisors
Minnesota
$56.3K -$8.03K -200 -13%
GIS
233
Grayhawk Investment Strategies
Alberta, Canada
$55.5K
TRCT
234
Tower Research Capital (TRC)
New York
$52.4K +$50.5K +1,259 New
PA
235
Parallel Advisors
California
$52K +$763 +19 +2%
LFG
236
Larson Financial Group
Missouri
$42.3K
HIA
237
Harbor Investment Advisory
Maryland
$39.9K -$11.6K -289 -23%
GWS
238
Glassman Wealth Services
Virginia
$38.9K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$37K +$3.81K +95 +12%
Simplex Trading
240
Simplex Trading
Illinois
$34K -$543K -13,518 -94%
MSFP
241
Mark Sheptoff Financial Planning
Connecticut
$33.2K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$29.7K +$4.34K +108 +18%
BHWM
243
Beaird Harris Wealth Management
Texas
$25.7K
AA
244
AlphaMark Advisors
Kentucky
$24K
CA
245
Clearstead Advisors
Ohio
$23.3K
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$20.1K +$120 +3 +0.6%
IA
247
IFP Advisors
Florida
$19.9K +$883 +22 +5%
MIP
248
Mondrian Investment Partners
United Kingdom
$19.6K
GRP
249
Global Retirement Partners
California
$18.2K
AF
250
Allworth Financial
California
$17.6K -$4.01K -100 -19%