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281 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, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more funds holding

Funds holding: 249281 (+32)

3% more capital invested

Capital invested by funds: $7.36B → $7.56B (+$207M)

2.13% less ownership

Funds ownership: 68.97%66.84% (-2.1%)

14% less call options, than puts

Call options by funds: $7.47M | Put options by funds: $8.65M

17% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 100

Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.41%
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
100
Closed
22
Calls
$7.47M
Puts
$8.65M
Net Calls
-$1.19M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
251
Piershale Financial Group
Illinois
$16.6K
AF
252
Advisornet Financial
Minnesota
$15.5K -$642 -16 -4%
LC
253
Lindbrook Capital
California
$13K
HFM
254
Harvest Fund Management
China
$12K +$11.2K +278 New
FGAM
255
Financial Gravity Asset Management
Texas
$11.3K +$120 +3 +8%
FFA
256
Farther Finance Advisors
California
$10.9K
OC
257
Oakworth Capital
Alabama
$9.47K
ZB
258
Zions Bancorporation
Utah
$8.44K +$3.05K +76 +60%
GCM
259
Gables Capital Management
Florida
$8.31K
BTI
260
Blue Trust Inc
Georgia
$8K
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$7.64K
BWA
262
BDO Wealth Advisors
Florida
$6.77K +$6.54K +163 New
AIM
263
Anchor Investment Management
South Carolina
$5.19K
CCM
264
Copeland Capital Management
Pennsylvania
$4.94K
BF
265
BOK Financial
Oklahoma
$3.91K -$281 -7 -7%
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.74K +$3.61K +90 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$3.37K +$723 +18 +29%
HCP
268
Hexagon Capital Partners
Arkansas
$3.16K -$161 -4 -5%
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$2.74K +$2.41K +60 +1,000%
UB
270
UMB Bank
Missouri
$2.66K
HNB
271
Huntington National Bank
Ohio
$1.66K +$1.57K +39 +3,900%
CFO
272
CVA Family Office
Colorado
$1.62K +$1.57K +39 New
BIA
273
Bell Investment Advisors
California
$1.58K
EARNEST Partners
274
EARNEST Partners
Georgia
$1.33K
CA
275
Centerpoint Advisors
Massachusetts
$1K