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OTEX

Overview Fund Activity

275 hedge funds and large institutions have $7.58B invested in Open Text in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+18
Holders Change %
+7%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
48
Increased
96
Reduced
90
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.22M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$118M
2
Fidelity International
2
Fidelity International
Bermuda
$381M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$192M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$366M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M
3
Invesco
3
Invesco
Georgia
$112M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$321M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
251
Zions Bancorporation
Utah
$6.05K +$714 +17 +13%
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$5.35K +$2.57K +61 +92%
CCM
253
Copeland Capital Management
Pennsylvania
$5K – – –
CCM
254
Chilton Capital Management
Texas
$4.62K +$4.62K +110 New
HIA
255
Harbor Investment Advisory
Maryland
$4.2K – – –
Acadian Asset Management
256
Acadian Asset Management
Massachusetts
$4K -$623K -18,382 -99%
ME
257
McIlrath & Eck
Washington
$3.66K +$3.66K +87 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$3.61K +$967 +23 +37%
FWM
259
FSA Wealth Management
Massachusetts
$3K +$3K +67 New
CFO
260
CVA Family Office
Colorado
$2.44K +$2.44K +58 New
BF
261
BOK Financial
Oklahoma
$2.4K -$2.82K -67 -54%
NA
262
NewEdge Advisors
Louisiana
$2.32K +$2.15K +51 +1,275%
AF
263
Advisornet Financial
Minnesota
$2.14K – – –
ASN
264
Advisory Services Network
Georgia
$1.78K +$1.78K +42 New
LFG
265
Larson Financial Group
Missouri
$1.58K -$40.8K -980 -96%
GWM
266
Geneos Wealth Management
Colorado
$1.35K +$1.35K +32 New
FGAM
267
Financial Gravity Asset Management
Texas
$1.23K +$575 +15 +88%
SPIA
268
Steward Partners Investment Advisory
New York
$882 – – –
First Manhattan
269
First Manhattan
New York
$756 +$756 +18 New
RCM
270
Raleigh Capital Management
North Carolina
$594 – – –
SN
271
Sittner & Nelson
Oregon
$336 – – –
TWD
272
True Wealth Design
Ohio
$253 – – –
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211 +$211 +5 New
HNB
274
Huntington National Bank
Ohio
$42 – – –
AWM
275
Abound Wealth Management
Tennessee
$22 +$22 +1 New
9 10
11
12 13