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259 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, 87 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

6% less call options, than puts

Call options by funds: $9.47M | Put options by funds: $10.1M

1.02% less ownership

Funds ownership: 66.84%65.82% (-1%)

8% less funds holding

Funds holding: 281259 (-22)

16% less capital invested

Capital invested by funds: $7.56B → $6.34B (-$1.22B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

Holders
259
Holders Change
-22
Holders Change %
-7.83%
% of All Funds
4.11%
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
87
Closed
43
Calls
$9.47M
Puts
$10.1M
Net Calls
-$587K
Net Calls Change
+$599K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$32K +$1.6K +41 +5%
IA
227
IFP Advisors
Florida
$30.5K +$15.3K +392 +82%
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$28.1K
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$26.1K +$1.21K +31 +4%
MIP
230
Mondrian Investment Partners
United Kingdom
$22.5K
BHWM
231
Beaird Harris Wealth Management
Texas
$21.7K
AA
232
AlphaMark Advisors
Kentucky
$20K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.06K -27 -6%
GRP
234
Global Retirement Partners
California
$15.2K
CPG
235
Cornerstone Planning Group
New Jersey
$14.2K +$15.8K +404 New
LC
236
Lindbrook Capital
California
$11K
FFA
237
Farther Finance Advisors
California
$9.85K +$665 +17 +6%
BTI
238
Blue Trust Inc
Georgia
$9K
OC
239
Oakworth Capital
Alabama
$8K
AIM
240
Anchor Investment Management
South Carolina
$7.02K +$2.94K +75 +60%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$6.46K
ZB
242
Zions Bancorporation
Utah
$4.46K -$2.98K -76 -37%
CCM
243
Copeland Capital Management
Pennsylvania
$4.18K
BF
244
BOK Financial
Oklahoma
$4.14K +$1.17K +30 +32%
HCP
245
Hexagon Capital Partners
Arkansas
$3.83K +$1.29K +33 +43%
HIA
246
Harbor Investment Advisory
Maryland
$3.51K -$33.7K -861 -90%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$2.32K
UB
248
UMB Bank
Missouri
$2.25K
JWA
249
JFS Wealth Advisors
Pennsylvania
$2.21K -$705 -18 -22%
AF
250
Advisornet Financial
Minnesota
$1.79K -$12.6K -321 -86%