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OTEX

Overview Fund Activity

284 hedge funds and large institutions have $7.7B invested in Open Text in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
50
Increased
88
Reduced
109
Closed
41
Calls
$5.82M
Puts
$4.77M
Net Calls
+$1.05M
Net Calls Change
-$3.71M

Top Buyers

1
LBA
Letko, Brosseau & Associates
Quebec, Canada
$54.3M
2
BlackRock
BlackRock
New York
$101M
3
Franklin Resources
Franklin Resources
California
$171M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$335M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$543M
2
BHG
Blue Harbour Group
Connecticut
$75.8M
3
DGI
Disciplined Growth Investors
Minnesota
$151M
4
QI
QV Investors
Alberta, Canada
$64.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
251
Red Door Wealth Management
Tennessee
$11K – – –
OC
252
Oakworth Capital
Alabama
$10K – – –
CG
253
Cutler Group
California
$10K +$4.02K +100 +67%
GT
254
Glenmede Trust
Pennsylvania
$8K -$6.78K -161 -46%
PCG
255
Private Capital Group
Connecticut
$8K -$2.06K -49 -21%
CAN
256
Cetera Advisor Networks
California
$8K +$8K +200 New
EW
257
Evoke Wealth
California
$7K – – –
AWM
258
Atticus Wealth Management
Florida
$6K – – –
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +132 New
PP
260
Pacifica Partners
Canada
$6K +$6K +143 New
AIM
261
Anchor Investment Management
South Carolina
$5.31K – – –
GRP
262
Global Retirement Partners
California
$5K -$20.4K -493 -80%
PA
263
Procyon Advisors
Connecticut
$5K -$1.75K -37 -26%
BL
264
Balentine LLC
Georgia
$5K +$814 +21 +19%
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$5K +$5K +122 New
KPW
266
Kore Private Wealth
New York
$5K +$5K +126 New
APA
267
American Portfolios Advisors
New York
$4.25K -$56.8K -1,338 -93%
PAG
268
Private Advisor Group
New Jersey
$4K +$4K +100 New
ETC
269
Exchange Traded Concepts
Oklahoma
$3K -$907K -13,909 -100%
BCA
270
Berman Capital Advisors
Georgia
$3K -$730 -18 -20%
IFAM
271
Institutional & Family Asset Management
Colorado
$3K – – –
VRM
272
Vectors Research Management
New York
$3K – – –
CCM
273
Copeland Capital Management
Pennsylvania
$2K – – –
ABC
274
Associated Banc-Corp
Wisconsin
$2K +$2K +48 New
BAM
275
Bellevue Asset Management
Washington
$2K +$2K +57 New
9 10
11
12 13