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Open Text
OTEX

Overview Fund Activity

275 hedge funds and large institutions have $6.58B invested in Open Text in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-9
Holders Change %
-3.17%
% of All Funds
4.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
99
Reduced
110
Closed
43
Calls
$8.56M
Puts
$3.23M
Net Calls
+$5.33M
Net Calls Change
+$15.6M

Top Buyers

1
VPI
Value Partners Investments
Manitoba, Canada
$46M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$550M
3
Harris Associates
Harris Associates
Illinois
$412M
4
AllianceBernstein
AllianceBernstein
Tennessee
$36M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$354M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$2.44M
2
Bank of America
Bank of America
North Carolina
$21.7M
3
KM
Kabouter Management
Illinois
$0
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.3M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Truvestments Capital
Florida
$4K +$4K +111 New
Twin Tree Management
252
Twin Tree Management
Texas
$3K -$38.2K -891 -93%
PCG
253
Private Capital Group
Connecticut
$3K -$2.43K -72 -45%
JWM
254
Janiczek Wealth Management
Colorado
$3K -$385 -10 -11%
LWP
255
Laurel Wealth Planning
Minnesota
$3K – – –
MAM
256
Meeder Asset Management
Ohio
$2K -$1.07K -33 -35%
GRP
257
Global Retirement Partners
California
$2K – – –
CCM
258
Copeland Capital Management
Pennsylvania
$2K – – –
AIP
259
Ahrens Investment Partners
Louisiana
$2K – – –
BWL
260
Bogart Wealth LLC
Virginia
$2K +$2K +50 New
SPIA
261
Steward Partners Investment Advisory
New York
$1K -$5.55K -161 -85%
IFAM
262
Institutional & Family Asset Management
Colorado
$1K -$719 -23 -42%
SC
263
Sierra Capital
Florida
$1K -$720 -18 -42%
EARNEST Partners
264
EARNEST Partners
Georgia
$1K – – –
TWA
265
TCI Wealth Advisors
Arizona
$1K +$1K +14 New
BC
266
Bartlett & Co
Ohio
$1K +$1K +16 New
AF
267
Allworth Financial
California
$1K +$852 +23 +575%
TCWM
268
Total Clarity Wealth Management
Illinois
$1K +$1K +28 New
CA
269
CoreCap Advisors
Michigan
$1K +$1K +34 New
SC
270
Schubert & Co
Texas
$1K +$1K +34 New
BCWM
271
Bartlett & Co Wealth Management
Ohio
$605 +$605 +16 New
FGAM
272
Financial Gravity Asset Management
Texas
$589 -$62 -20 -10%
AWA
273
Artemis Wealth Advisors
New York
$378 +$378 +10 New
KM
274
Kabouter Management
Illinois
– -$27.8M -648,380 Closed
UCFA
275
United Capital Financial Advisors
Texas
– -$11.7M -275,086 Closed
9 10
11
12 13