We are live on ! Find out more
OTEX icon

Open Text

280 hedge funds and large institutions have $4.96B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $5.56M

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding

Funds holding: 280280 (0)

2.52% less ownership

Funds ownership: 68.32%65.8% (-2.5%)

19% less capital invested

Capital invested by funds: $6.13B → $4.96B (-$1.18B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
280
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
99
Reduced
98
Closed
42
Calls
$10.8M
Puts
$5.56M
Net Calls
+$5.23M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$5.21K
SS
252
SBI Securities
Japan
$4.9K +$5.32K +173 New
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$4.39K -$1.66K -54 -26%
ZB
254
Zions Bancorporation
Utah
$4.39K
DMIC
255
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.1K
KIM
256
Kestra Investment Management
Texas
$3.57K +$3.88K +126 New
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$3.44K
CCM
258
Copeland Capital Management
Pennsylvania
$3.37K
HNW
259
High Note Wealth
Minnesota
$3.17K +$3.45K +112 New
UB
260
UMB Bank
Missouri
$2.69K
ME
261
McIlrath & Eck
Washington
$2.46K
JWA
262
JFS Wealth Advisors
Pennsylvania
$2.21K +$462 +15 +24%
WWP
263
WR Wealth Planners
Missouri
$2.18K +$492 +16 +26%
CFO
264
CVA Family Office
Colorado
$1.93K +$92 +3 +5%
FWM
265
FSA Wealth Management
Massachusetts
$1.9K
TCM
266
Tradewinds Capital Management
Washington
$1.7K +$1.85K +60 New
AF
267
Advisornet Financial
Minnesota
$1.33K
T
268
Transce3nd
Texas
$1.22K +$1.32K +43 New
LFG
269
Larson Financial Group
Missouri
$1.18K
PS
270
Principal Securities
Iowa
$1.08K
MG
271
Mather Group
Illinois
$991 -$31 -1 -3%
GWM
272
Geneos Wealth Management
Colorado
$906
BGAI
273
Bruce G. Allen Investments
Colorado
$793
SPIA
274
Steward Partners Investment Advisory
New York
$595
HNB
275
Huntington National Bank
Ohio
$538 -$154 -5 -21%

OTEX Hedge Fund Activity: Q4 2024 in Review

280 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2024, worth a combined $4.96B — down 19% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTEX positions and 42 closed out — a net gain of 3 holders — while 99 added to existing stakes and 98 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $79.6M. The largest seller was Value Partners Investments, cutting an estimated $133M.

  • 280 institutional investors held Open Text (OTEX) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $4.96B of Open Text stock for Q4 2024, down 19% quarter-over-quarter.
  • 45 funds opened new Open Text positions in Q4 2024 and 42 closed out, a net change of +3 holders.
  • The largest Open Text buyer in Q4 2024 was Arrowstreet Capital, an estimated $79.6M added.
  • The largest Open Text seller in Q4 2024 was Value Partners Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2024.