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OTEX

Overview Fund Activity

290 hedge funds and large institutions have $9.03B invested in Open Text in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
39
Increased
92
Reduced
108
Closed
17
Calls
$24.4M
Puts
$9.39M
Net Calls
+$15M
Net Calls Change
-$9.53M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$394M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$196M
3
American Century Companies
3
American Century Companies
Missouri
$232M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$38M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$432M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$391M
2
BlackRock
2
BlackRock
New York
$227M
3
NSCM
3
New South Capital Management
Tennessee
$121M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$509M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
251
Group One Trading
Illinois
$28K +$28K +576 New
FHA
252
First Horizon Advisors
Tennessee
$25K -$429 -9 -2%
HI
253
Harbour Investments
Wisconsin
$24K -$28.5K -574 -54%
AF
254
Advisornet Financial
Minnesota
$21K +$20.8K +427 +10,675%
SCA
255
Stonebridge Capital Advisors
Minnesota
$19K -$19K -400 -50%
JWA
256
JFS Wealth Advisors
Pennsylvania
$18K +$18K +364 New
ZB
257
Zions Bancorporation
Utah
$17K -$963 -20 -5%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$15.6K +$15.6K +320 New
QT
259
Quantbot Technologies
New York
$14K -$64.5K -1,378 -82%
OC
260
Oakworth Capital
Alabama
$11K – – –
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
EW
262
Evoke Wealth
California
$8K – – –
PP
263
Pacifica Partners
Canada
$8K – – –
JWM
264
Janiczek Wealth Management
Colorado
$7K – – –
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$7K +$4.42K +94 +171%
NFG
266
Next Financial Group
Texas
$6K – – –
PCG
267
Private Capital Group
Connecticut
$6K – – –
GRP
268
Global Retirement Partners
California
$6K +$903 +17 +18%
VCM
269
Vigilant Capital Management
Maine
$6K +$6K +121 New
TC
270
Truvestments Capital
Florida
$5K -$45 -1 -0.9%
LWP
271
Laurel Wealth Planning
Minnesota
$4K +$4K +72 New
GPA
272
Guidance Point Advisors
Massachusetts
$4K +$4K +94 New
APA
273
American Portfolios Advisors
New York
$3.61K – – –
CCM
274
Copeland Capital Management
Pennsylvania
$3K – – –
VRM
275
Vectors Research Management
New York
$3K – – –
9 10
11
12 13