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Open Text
OTEX

Overview Fund Activity

279 hedge funds and large institutions have $7.56B invested in Open Text in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+32
Holders Change %
+12.96%
% of All Funds
4.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
55
Increased
83
Reduced
99
Closed
22
Calls
$7.47M
Puts
$8.66M
Net Calls
-$1.19M
Net Calls Change
-$4.35M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$61.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$235M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$104M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$340M
5
IIM
5
Intact Investment Management
Quebec, Canada
$44.7M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$472M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$359M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$470M
4
CB
4
Cooke & Bieler
Pennsylvania
$198M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$13K – – –
HFM
252
Harvest Fund Management
China
$12K +$12K +278 New
FGAM
253
Financial Gravity Asset Management
Texas
$11.3K +$805 +3 +8%
FFA
254
Farther Finance Advisors
California
$10.9K – – –
OC
255
Oakworth Capital
Alabama
$9.47K – – –
ZB
256
Zions Bancorporation
Utah
$8.44K +$3.16K +76 +60%
GCM
257
Gables Capital Management
Florida
$8.31K – – –
BTI
258
Blue Trust Inc
Georgia
$8K – – –
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$7.65K – – –
BWA
260
BDO Wealth Advisors
Florida
$6.77K +$6.77K +163 New
AIM
261
Anchor Investment Management
South Carolina
$5.19K – – –
CCM
262
Copeland Capital Management
Pennsylvania
$4.94K – – –
BF
263
BOK Financial
Oklahoma
$3.91K -$291 -7 -7%
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.74K +$3.74K +90 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$3.37K +$748 +18 +29%
HCP
266
Hexagon Capital Partners
Arkansas
$3.16K -$166 -4 -5%
Kayne Anderson Rudnick Investment Management
267
Kayne Anderson Rudnick Investment Management
California
$2.74K +$2.49K +60 +1,000%
UB
268
UMB Bank
Missouri
$2.66K – – –
HNB
269
Huntington National Bank
Ohio
$1.66K +$1.62K +39 +3,900%
CFO
270
CVA Family Office
Colorado
$1.62K +$1.62K +39 New
BIA
271
Bell Investment Advisors
California
$1.58K – – –
EARNEST Partners
272
EARNEST Partners
Georgia
$1.33K – – –
CA
273
Centerpoint Advisors
Massachusetts
$1K – – –
SPIA
274
Steward Partners Investment Advisory
New York
$873 +$873 +21 New
BAAM
275
Baker Avenue Asset Management
California
$748 -$249 -6 -25%
9 10
11
12 13