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Overview Fund Activity

279 hedge funds and large institutions have $4.95B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
46
Increased
98
Reduced
97
Closed
42
Calls
$10.8M
Puts
$5.56M
Net Calls
+$5.23M
Net Calls Change
-$1.33M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$170M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$523M
3
BIP
Brandes Investment Partners
California
$128M
4
Bank of America
Bank of America
North Carolina
$45.4M
5
First Trust Advisors
First Trust Advisors
Illinois
$206M

Top Sellers

1
VPI
Value Partners Investments
Manitoba, Canada
$12.7M
2
Harris Associates
Harris Associates
Illinois
$254M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$146M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
251
SBI Securities
Japan
$4.9K +$4.9K +173 New
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$4.39K -$1.53K -54 -26%
ZB
253
Zions Bancorporation
Utah
$4.39K – – –
DMIC
254
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.1K – – –
KIM
255
Kestra Investment Management
Texas
$3.57K +$3.57K +126 New
Kayne Anderson Rudnick Investment Management
256
Kayne Anderson Rudnick Investment Management
California
$3.44K – – –
CCM
257
Copeland Capital Management
Pennsylvania
$3.37K – – –
HNW
258
High Note Wealth
Minnesota
$3.17K +$3.17K +112 New
UB
259
UMB Bank
Missouri
$2.69K – – –
ME
260
McIlrath & Eck
Washington
$2.46K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.21K +$425 +15 +24%
WWP
262
WR Wealth Planners
Missouri
$2.18K +$453 +16 +26%
CFO
263
CVA Family Office
Colorado
$1.93K +$85 +3 +5%
FWM
264
FSA Wealth Management
Massachusetts
$1.9K – – –
TCM
265
Tradewinds Capital Management
Washington
$1.7K +$1.7K +60 New
AF
266
Advisornet Financial
Minnesota
$1.33K – – –
T
267
Transce3nd
Texas
$1.22K +$1.22K +43 New
LFG
268
Larson Financial Group
Missouri
$1.18K – – –
PS
269
Principal Securities
Iowa
$1.08K – – –
MG
270
Mather Group
Illinois
$991 -$28 -1 -3%
GWM
271
Geneos Wealth Management
Colorado
$906 – – –
BGAI
272
Bruce G. Allen Investments
Colorado
$793 – – –
SPIA
273
Steward Partners Investment Advisory
New York
$595 – – –
HNB
274
Huntington National Bank
Ohio
$538 -$142 -5 -21%
Jones Financial Companies
275
Jones Financial Companies
Missouri
$425 +$170 +6 +67%
9 10
11
12 13