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OTEX

Overview Fund Activity

275 hedge funds and large institutions have $7.58B invested in Open Text in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+18
Holders Change %
+7%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
48
Increased
96
Reduced
90
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.22M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$118M
2
Fidelity International
2
Fidelity International
Bermuda
$381M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$192M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$366M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M
3
Invesco
3
Invesco
Georgia
$112M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$321M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
226
Impact Partnership Wealth
Georgia
$43.9K – – –
AF
227
Allworth Financial
California
$40.2K – – –
FFA
228
Farther Finance Advisors
California
$40.2K +$28.4K +676 +241%
GWS
229
Glassman Wealth Services
Virginia
$39K -$2.94K -70 -7%
PA
230
Parallel Advisors
California
$38.4K -$13.7K -327 -26%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$36K -$2.51K -60 -7%
MSFP
232
Mark Sheptoff Financial Planning
Connecticut
$33.6K – – –
PP
233
Pacifica Partners
Canada
$32.1K +$32.1K +800 New
IA
234
IFP Advisors
Florida
$27.6K -$8.99K -214 -25%
Optiver Holding
235
Optiver Holding
Netherlands
$26.6K +$26.6K +633 New
MIP
236
Mondrian Investment Partners
United Kingdom
$26.2K – – –
GRP
237
Global Retirement Partners
California
$26K +$8.35K +207 +47%
BHWM
238
Beaird Harris Wealth Management
Texas
$26K – – –
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$24.5K -$6.77K -161 -22%
AA
240
AlphaMark Advisors
Kentucky
$24K – – –
CA
241
Clearstead Advisors
Ohio
$23.5K -$23.5K -560 -50%
HCP
242
Hexagon Capital Partners
Arkansas
$20.3K +$15.7K +373 +342%
TRCT
243
Tower Research Capital (TRC)
New York
$17.6K -$99.9K -2,376 -85%
CPG
244
Cornerstone Planning Group
New Jersey
$17K – – –
LC
245
Lindbrook Capital
California
$16.8K +$3.61K +86 +27%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$15K -$4.24K -101 -22%
OC
247
Oakworth Capital
Alabama
$9.58K – – –
AIM
248
Anchor Investment Management
South Carolina
$8.4K – – –
BTI
249
Blue Trust Inc
Georgia
$8K +$561 +16 +8%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$7.73K – – –
8 9
10
11 12