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Overview Fund Activity

273 hedge funds and large institutions have $6.99B invested in Open Text in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
35
Increased
101
Reduced
97
Closed
37
Calls
$14.7M
Puts
$5.53M
Net Calls
+$9.16M
Net Calls Change
+$15M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$533M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$321M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
5
GC
Guardian Capital
Ontario, Canada
$129M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M
2
CB
Cooke & Bieler
Pennsylvania
$181M
3
Fidelity International
Fidelity International
Bermuda
$309M
4
Amundi
Amundi
France
$16.5M
5
Harris Associates
Harris Associates
Illinois
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Pacifica Partners
Canada
$31.3K – – –
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$31.1K – – –
IA
228
IFP Advisors
Florida
$25.5K – – –
GRP
229
Global Retirement Partners
California
$25K – – –
MIP
230
Mondrian Investment Partners
United Kingdom
$24.8K – – –
BHWM
231
Beaird Harris Wealth Management
Texas
$24K – – –
DMIC
232
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.2K +$23.2K +598 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$22.7K +$39 +1 +0.2%
AA
234
AlphaMark Advisors
Kentucky
$22K – – –
SAM
235
Smartleaf Asset Management
Massachusetts
$20K +$20K +515 New
HCP
236
Hexagon Capital Partners
Arkansas
$18.9K +$155 +4 +0.8%
HNB
237
Huntington National Bank
Ohio
$18.7K +$18.6K +480 +48,000%
ME
238
McIlrath & Eck
Washington
$17.6K +$14.3K +367 +422%
CA
239
Clearstead Advisors
Ohio
$14.8K -$2.33K -76 -14%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$13.6K -$233 -6 -2%
LC
241
Lindbrook Capital
California
$13.3K -$2.18K -56 -14%
CPG
242
Cornerstone Planning Group
New Jersey
$12.2K – – –
Group One Trading
243
Group One Trading
Illinois
$9.67K +$9.67K +249 New
OC
244
Oakworth Capital
Alabama
$8.85K – – –
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$7.15K – – –
NA
246
NewEdge Advisors
Louisiana
$6.79K +$4.66K +120 +218%
Credit Agricole
247
Credit Agricole
France
$6.53K +$6.53K +188 New
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$5.76K +$5.76K +150 New
MSC
249
MUFG Securities (Canada)
New York
$5.47K +$5.47K +141 New
ETC
250
Exchange Traded Concepts
Oklahoma
$5.32K +$5.32K +137 New
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