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Open Text
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277 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, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

20% more capital invested

Capital invested by funds: $6.34B → $7.58B (+$1.24B)

7% more funds holding

Funds holding: 259 → 277 (+18)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.34% more ownership

Funds ownership: 65.82% → 66.16% (+0.34%)

38% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $15.4M

Holders
277
Holders Change
+18
Holders Change %
+6.95%
% of All Funds
4.04%
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
91
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.21M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$105M
2
Fidelity International
Fidelity International
Bermuda
+$69.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$29.5M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
+$29.4M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$99.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.5M
3
Invesco
Invesco
Georgia
-$22.6M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$20.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
276
Huntington National Bank
Ohio
$42 – – –
AWM
277
Abound Wealth Management
Tennessee
$22 +$38 +1 New
DGI
278
Disciplined Growth Investors
Minnesota
– -$17.2M -490,956 Closed
GCM
279
Genus Capital Management
British Columbia, Canada
– -$11.2M -299,113 Closed
State of Wisconsin Investment Board
280
State of Wisconsin Investment Board
Wisconsin
– -$9.28M -263,169 Closed
BCIM
281
British Columbia Investment Management
British Columbia, Canada
– -$7.28M -207,355 Closed
IMPI
282
Ilmarinen Mutual Pension Insurance
Finland
– -$6.21M -175,000 Closed
MPM
283
Meritage Portfolio Management
Kansas
– -$2.94M -83,832 Closed
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
– -$2.63M -74,943 Closed
UH
285
Unigestion Holding
Switzerland
– -$2.38M -68,767 Closed
SRC
286
Samson Rock Capital
United Kingdom
– -$1.53M -43,585 Closed
GCM
287
Graham Capital Management
Connecticut
– -$1.51M -43,103 Closed
GCP
288
GSA Capital Partners
United Kingdom
– -$1.16M -32,911 Closed
SSA
289
Schonfeld Strategic Advisors
New York
– -$1.03M -29,400 Closed
BA
290
Bridgewater Associates
Connecticut
– -$884K -25,085 Closed
MC
291
Maverick Capital
Texas
– -$550K -15,681 Closed
SCA
292
Snowden Capital Advisors
New York
– -$530K -15,101 Closed
Prudential Financial
293
Prudential Financial
New Jersey
– -$456K -13,000 Closed
FRM
294
Fox Run Management
Connecticut
– -$453K -12,903 Closed
DTL
295
Dynamic Technology Lab
Singapore
– -$412K -11,730 Closed
SM
296
Sciencast Management
New Jersey
– -$379K -10,796 Closed
N
297
Natixis
France
– -$338K -9,623 Closed
OQS
298
Occudo Quantitative Strategies
Florida
– -$315K -8,974 Closed
ALAM
299
Asahi Life Asset Management
Japan
– -$273K -7,750 Closed
Voloridge Investment Management
300
Voloridge Investment Management
Florida
– -$233K -6,636 Closed
9 10 11
12
13

OTEX Hedge Fund Activity: Q4 2023 in Review

277 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2023, worth a combined $7.58B — up 20% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTEX positions and 29 closed out — a net gain of 19 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $105M. The largest seller was Franklin Resources, cutting an estimated $99.7M.

  • 277 institutional investors held Open Text (OTEX) as of Q4 2023, up from 259 in Q3 2023.
  • Funds reported $7.58B of Open Text stock for Q4 2023, up 20% quarter-over-quarter.
  • 48 funds opened new Open Text positions in Q4 2023 and 29 closed out, a net change of +19 holders.
  • The largest Open Text buyer in Q4 2023 was ClearBridge Investments, an estimated $105M added.
  • The largest Open Text seller in Q4 2023 was Franklin Resources, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2023.