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OTEX

Overview Fund Activity

282 hedge funds and large institutions have $8.76B invested in Open Text in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+6
Holders Change %
+2.17%
% of All Funds
4.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
38
Increased
105
Reduced
92
Closed
30
Calls
$10.9M
Puts
$4.02M
Net Calls
+$6.9M
Net Calls Change
-$130K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$562M
2
Harris Associates
2
Harris Associates
Illinois
$512M
3
American Century Companies
3
American Century Companies
Missouri
$175M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$110M
5
BlackRock
5
BlackRock
New York
$314M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$5.68M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$455M
3
Fidelity International
3
Fidelity International
Bermuda
$81K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$52.7M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$779M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
251
Exchange Traded Concepts
Oklahoma
$12K -$22.3K -473 -65%
SFS
252
Sowell Financial Services
Arkansas
$12K +$695 +15 +6%
FGAM
253
Financial Gravity Asset Management
Texas
$12K -$1.96K -41 -14%
OC
254
Oakworth Capital
Alabama
$11K – – –
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
EW
256
Evoke Wealth
California
$8K – – –
TC
257
Truvestments Capital
Florida
$7K – – –
PP
258
Pacifica Partners
Canada
$7K +$7K +148 New
PCG
259
Private Capital Group
Connecticut
$6K – – –
JWM
260
Janiczek Wealth Management
Colorado
$6K +$2.12K +48 +55%
EP
261
Eudaimonia Partners
Tennessee
$6K +$6K +120 New
AIM
262
Anchor Investment Management
South Carolina
$5.96K – – –
NFG
263
Next Financial Group
Texas
$5K – – –
BAM
264
Bellevue Asset Management
Washington
$5K – – –
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$5K +$2.38K +50 +91%
GRP
266
Global Retirement Partners
California
$4K – – –
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.88K +64 +256%
APA
268
American Portfolios Advisors
New York
$3.53K – – –
HCP
269
Hexagon Capital Partners
Arkansas
$3K – – –
CCM
270
Copeland Capital Management
Pennsylvania
$3K – – –
VRM
271
Vectors Research Management
New York
$3K – – –
Jones Financial Companies
272
Jones Financial Companies
Missouri
$3K +$828 +16 +38%
MWP
273
Meridian Wealth Partners
Pennsylvania
$3K +$3K +73 New
IFAM
274
Institutional & Family Asset Management
Colorado
$2K – – –
EARNEST Partners
275
EARNEST Partners
Georgia
$2K – – –
9 10
11
12 13