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OTEX

Overview Fund Activity

257 hedge funds and large institutions have $6.34B invested in Open Text in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-22
Holders Change %
-7.89%
% of All Funds
4.1%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
24
Increased
103
Reduced
86
Closed
43
Calls
$9.47M
Puts
$10.1M
Net Calls
-$587K
Net Calls Change
+$599K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.9M
2
CB
2
Cooke & Bieler
Pennsylvania
$198M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$242M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$56.6M
5
Fidelity International
5
Fidelity International
Bermuda
$253M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$125M
2
Man Group
2
Man Group
United Kingdom
$26.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$363M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$60M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$28.1K – – –
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$26.2K +$1.09K +31 +4%
MIP
228
Mondrian Investment Partners
United Kingdom
$22.5K – – –
BHWM
229
Beaird Harris Wealth Management
Texas
$21.7K – – –
AA
230
AlphaMark Advisors
Kentucky
$20K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$16K -$948 -27 -6%
GRP
232
Global Retirement Partners
California
$15.2K – – –
CPG
233
Cornerstone Planning Group
New Jersey
$14.2K +$14.2K +404 New
LC
234
Lindbrook Capital
California
$11K – – –
FFA
235
Farther Finance Advisors
California
$9.85K +$598 +17 +6%
BTI
236
Blue Trust Inc
Georgia
$9K – – –
OC
237
Oakworth Capital
Alabama
$8K – – –
AIM
238
Anchor Investment Management
South Carolina
$7.02K +$2.63K +75 +60%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$6.46K – – –
ZB
240
Zions Bancorporation
Utah
$4.46K -$2.67K -76 -37%
CCM
241
Copeland Capital Management
Pennsylvania
$4.18K – – –
BF
242
BOK Financial
Oklahoma
$4.14K +$1K +30 +32%
HCP
243
Hexagon Capital Partners
Arkansas
$3.83K +$1.16K +33 +43%
HIA
244
Harbor Investment Advisory
Maryland
$3.51K -$30.2K -861 -90%
Kayne Anderson Rudnick Investment Management
245
Kayne Anderson Rudnick Investment Management
California
$2.32K – – –
UB
246
UMB Bank
Missouri
$2.25K – – –
JWA
247
JFS Wealth Advisors
Pennsylvania
$2.21K -$632 -18 -22%
AF
248
Advisornet Financial
Minnesota
$1.79K -$11.3K -321 -86%
EARNEST Partners
249
EARNEST Partners
Georgia
$1.53K – – –
BIA
250
Bell Investment Advisors
California
$1.02K -$316 -9 -24%
8 9
10
11 12