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OTEX

Overview Fund Activity

273 hedge funds and large institutions have $6.99B invested in Open Text in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
35
Increased
101
Reduced
97
Closed
37
Calls
$14.7M
Puts
$5.53M
Net Calls
+$9.16M
Net Calls Change
+$15M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$533M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$321M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
5
GC
Guardian Capital
Ontario, Canada
$129M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M
2
CB
Cooke & Bieler
Pennsylvania
$181M
3
Fidelity International
Fidelity International
Bermuda
$309M
4
Amundi
Amundi
France
$16.5M
5
Harris Associates
Harris Associates
Illinois
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$4.71K -$234 -6 -5%
CCM
252
Copeland Capital Management
Pennsylvania
$4.62K – – –
ZB
253
Zions Bancorporation
Utah
$4.12K -$1.48K -38 -26%
Acadian Asset Management
254
Acadian Asset Management
Massachusetts
$4K – – –
HIA
255
Harbor Investment Advisory
Maryland
$3.88K – – –
JWA
256
JFS Wealth Advisors
Pennsylvania
$3.34K – – –
FWM
257
FSA Wealth Management
Massachusetts
$2.6K – – –
CFO
258
CVA Family Office
Colorado
$2.25K – – –
BF
259
BOK Financial
Oklahoma
$2.19K – – –
SC
260
SouthState Corp
Florida
$1.94K +$1.94K +50 New
AF
261
Advisornet Financial
Minnesota
$1.83K -$155 -4 -8%
LFG
262
Larson Financial Group
Missouri
$1.46K – – –
SWM
263
Spire Wealth Management
Virginia
$1.32K +$1.32K +34 New
GWM
264
Geneos Wealth Management
Colorado
$1.24K – – –
MG
265
Mather Group
Illinois
$966 +$966 +23 New
SPIA
266
Steward Partners Investment Advisory
New York
$815 – – –
CA
267
Continuum Advisory
Idaho
$633 +$633 +21 New
PS
268
Principal Securities
Iowa
$505 +$505 +13 New
GI
269
GAMMA Investing
California
$505 +$505 +13 New
TWD
270
True Wealth Design
Ohio
$428 +$195 +5 +83%
SN
271
Sittner & Nelson
Oregon
$311 – – –
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195 – – –
FGAM
273
Financial Gravity Asset Management
Texas
$27 -$837 -31 -97%
JAM
274
Jupiter Asset Management
United Kingdom
– -$5.47M -129,524 Closed
Holocene Advisors
275
Holocene Advisors
New York
– -$2.01M -47,825 Closed
9 10
11
12 13