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Overview Fund Activity

278 hedge funds and large institutions have $6.02B invested in Open Text in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+28
Holders Change %
+11.2%
% of All Funds
4.02%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
56
Increased
99
Reduced
86
Closed
27
Calls
$17.1M
Puts
$10.5M
Net Calls
+$6.56M
Net Calls Change
-$3.72M

Top Buyers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$184M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$113M
3
BIP
3
Brandes Investment Partners
California
$116M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$553M
5
Millennium Management
5
Millennium Management
New York
$26.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$356M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$197M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$276M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
251
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.83K -$15.1K -453 -76%
LIS
252
Legacy Investment Solutions
Idaho
$4.57K +$4.57K +150 New
LWMI
253
Legacy Wealth Management (Idaho)
Idaho
$4.57K +$4.57K +150 New
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$4.04K – – –
CCM
255
Copeland Capital Management
Pennsylvania
$3.96K +$3.96K +119 New
IWP
256
IAG Wealth Partners
Wisconsin
$3.73K +$3.73K +112 New
UB
257
UMB Bank
Missouri
$3.16K – – –
ME
258
McIlrath & Eck
Washington
$2.9K – – –
FWM
259
FSA Wealth Management
Massachusetts
$2.23K +$2.23K +67 New
CFO
260
CVA Family Office
Colorado
$2.16K +$2.16K +65 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.1K – – –
WWP
262
WR Wealth Planners
Missouri
$2.03K -$1.3K -39 -39%
AF
263
Advisornet Financial
Minnesota
$1.56K – – –
GBT
264
Grove Bank & Trust
Florida
$1.46K +$1.46K +44 New
LFG
265
Larson Financial Group
Missouri
$1.39K – – –
PS
266
Principal Securities
Iowa
$1.27K +$832 +25 +192%
MG
267
Mather Group
Illinois
$1.19K +$1.19K +36 New
GWM
268
Geneos Wealth Management
Colorado
$1.07K – – –
BGAI
269
Bruce G. Allen Investments
Colorado
$932 – – –
HNB
270
Huntington National Bank
Ohio
$798 +$765 +23 +2,300%
SPIA
271
Steward Partners Investment Advisory
New York
$699 – – –
SIC
272
Salem Investment Counselors
North Carolina
$633 +$633 +19 New
GI
273
GAMMA Investing
California
$433 – – –
IAIM
274
International Assets Investment Management
Florida
$420 +$420 +13,978 New
TWD
275
True Wealth Design
Ohio
$333 -$67 -2 -17%
9 10
11
12 13