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Overview Fund Activity

279 hedge funds and large institutions have $4.95B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
46
Increased
98
Reduced
97
Closed
42
Calls
$10.8M
Puts
$5.56M
Net Calls
+$5.23M
Net Calls Change
-$1.33M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$170M
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$523M
3
BIP
3
Brandes Investment Partners
California
$128M
4
Bank of America
4
Bank of America
North Carolina
$45.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$206M

Top Sellers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$12.7M
2
Harris Associates
2
Harris Associates
Illinois
$254M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$146M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$28.6K +$14.6K +515 +104%
TRCT
227
Tower Research Capital (TRC)
New York
$27.5K -$14.6K -515 -35%
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$22.7K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$20.1K -$21.9K -773 -52%
EWA
230
EverSource Wealth Advisors
Alabama
$19.1K -$963 -34 -5%
CIAM
231
Caitong International Asset Management
Hong Kong
$18.9K +$18.9K +669 New
HT
232
Headlands Technologies
Illinois
$17.8K -$204K -7,198 -92%
BHWM
233
Beaird Harris Wealth Management
Texas
$17.5K – – –
PA
234
Parallel Advisors
California
$17.2K -$1.87K -66 -10%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$17K -$5.19K -185 -23%
AA
236
AlphaMark Advisors
Kentucky
$16K – – –
WW
237
Winnow Wealth
Texas
$13.6K +$13.6K +480 New
GIBU
238
Gulf International Bank (UK)
United Kingdom
$12K -$17K -630 -59%
Twin Tree Management
239
Twin Tree Management
Texas
$11.9K -$269K -9,485 -96%
CPG
240
Cornerstone Planning Group
New Jersey
$11.8K +$373 +13 +3%
HCP
241
Hexagon Capital Partners
Arkansas
$11.1K +$2.86K +101 +35%
MIP
242
Mondrian Investment Partners
United Kingdom
$10.2K -$9.96K -233 -49%
GRP
243
Global Retirement Partners
California
$8.07K -$4.98K -176 -38%
Group One Trading
244
Group One Trading
Illinois
$7.39K +$7.39K +261 New
SO
245
Sierra Ocean
California
$6.88K +$6.88K +243 New
LC
246
Lindbrook Capital
California
$6.85K -$2.21K -78 -24%
PB
247
Pinnacle Bancorp
Nebraska
$6.77K – – –
OC
248
Oakworth Capital
Alabama
$6.46K – – –
MA
249
Montag & Associates
Georgia
$6.34K – – –
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$5.21K – – –
8 9
10
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