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OTEX

Overview Fund Activity

275 hedge funds and large institutions have $6.46B invested in Open Text in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-12
Holders Change %
-4.18%
% of All Funds
6.07%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
96
Reduced
102
Closed
40
Calls
$10.5M
Puts
$5.78M
Net Calls
+$4.76M
Net Calls Change
-$1.81M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.9M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$23.7M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$22.1M
5
AII
AGF Investments Inc
Ontario, Canada
+$20.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$43.2M
2
NSCM
New South Capital Management
Tennessee
-$27.2M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$22.3M
4
Bessemer Group
Bessemer Group
New Jersey
-$22M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
251
Evoke Wealth
California
$5.87K – – –
PA
252
Procyon Advisors
Connecticut
$5K – – –
CG
253
Cutler Group
California
$5K +$5K +149 New
AWM
254
Atticus Wealth Management
Florida
$5K +$5K +150 New
AIM
255
Anchor Investment Management
South Carolina
$4.37K – – –
MAM
256
Meeder Asset Management
Ohio
$4K +$67 +2 +2%
OPS
257
Orion Portfolio Solutions
Nebraska
$4K +$67 +2 +2%
BL
258
Balentine LLC
Georgia
$4K +$556 +15 +16%
CHA
259
Carmichael Hill & Associates
Maryland
$3K – – –
VRM
260
Vectors Research Management
New York
$3K – – –
BCA
261
Berman Capital Advisors
Georgia
$3K +$1.96K +60 +188%
ASN
262
Advisory Services Network
Georgia
$2K -$909 -30 -31%
IFAM
263
Institutional & Family Asset Management
Colorado
$2K – – –
CCM
264
Copeland Capital Management
Pennsylvania
$2K – – –
AssetMark Inc
265
AssetMark Inc
California
$1K -$2.53K -38 -72%
EFSCE
266
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.28K -32 -56%
SFG
267
Sowa Financial Group
Rhode Island
$1K – – –
EARNEST Partners
268
EARNEST Partners
Georgia
$1K – – –
FMP
269
Financial Management Professionals
Texas
$1K – – –
TC
270
Truvestments Capital
Florida
$1K +$1K +35 New
BBHC
271
Brown Brothers Harriman & Co
New York
$1K +$1K +41 New
Two Sigma Investments
272
Two Sigma Investments
New York
– -$12.9M -291,828 Closed
H
273
Hexavest
Quebec, Canada
– -$3.18M -72,131 Closed
Stifel Financial
274
Stifel Financial
Missouri
– -$2.96M -67,169 Closed
MPM
275
Meritage Portfolio Management
Kansas
– -$2.81M -63,850 Closed
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