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Overview Fund Activity

278 hedge funds and large institutions have $6.02B invested in Open Text in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+28
Holders Change %
+11.2%
% of All Funds
4.02%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
56
Increased
99
Reduced
86
Closed
27
Calls
$17.1M
Puts
$10.5M
Net Calls
+$6.56M
Net Calls Change
-$3.72M

Top Buyers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$184M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$113M
3
BIP
3
Brandes Investment Partners
California
$116M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$553M
5
Millennium Management
5
Millennium Management
New York
$26.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$356M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$197M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$276M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$34.8K -$3.94K -119 -10%
RI
227
Ridgewood Investments
New Jersey
$33.3K – – –
BTI
228
Blue Trust Inc
Georgia
$29.3K +$23.8K +793 +436%
PP
229
Pacifica Partners
Canada
$26.7K -$834 -25 -3%
MSFP
230
Mark Sheptoff Financial Planning
Connecticut
$26.6K – – –
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$26K -$1.68K -51 -6%
EWA
232
EverSource Wealth Advisors
Alabama
$23.6K -$7.36K -221 -24%
PA
233
Parallel Advisors
California
$22.4K -$2.83K -85 -11%
MIP
234
Mondrian Investment Partners
United Kingdom
$21.2K – – –
BHWM
235
Beaird Harris Wealth Management
Texas
$20.6K -$33 -1 -0.2%
HIM
236
Hillsdale Investment Management
Ontario, Canada
$19.8K -$19.8K -600 -50%
SAM
237
Smartleaf Asset Management
Massachusetts
$19.5K +$3.01K +91 +18%
AA
238
AlphaMark Advisors
Kentucky
$19K – – –
IA
239
IFP Advisors
Florida
$16.5K -$11.9K -357 -42%
GRP
240
Global Retirement Partners
California
$15.3K -$6.62K -199 -30%
CPG
241
Cornerstone Planning Group
New Jersey
$13.5K – – –
LC
242
Lindbrook Capital
California
$10.7K -$6.76K -203 -39%
HCP
243
Hexagon Capital Partners
Arkansas
$9.65K +$6.52K +196 +209%
N
244
Natixis
France
$8.95K +$333 +10 +4%
PB
245
Pinnacle Bancorp
Nebraska
$7.95K +$7.95K +239 New
OC
246
Oakworth Capital
Alabama
$7.59K – – –
MA
247
Montag & Associates
Georgia
$7.46K +$1.27K +38 +20%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$6.96K -$5.66K -170 -45%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$6.12K – – –
ZB
250
Zions Bancorporation
Utah
$5.16K -$4.69K -141 -48%
8 9
10
11 12