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Open Text
OTEX
OTEX
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
Top Sellers
| 1 |
Franklin Resources
San Mateo,
California
|
-$99.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$22.6M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$20.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
301
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$208K | -5,929 | Closed |
|
|
SCA
302
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$47.6K | -1,356 | Closed |
|
|
UB
303
UMB Bank
Kansas City,
Missouri
| – | -$2.25K | -64 | Closed |
|
304
EARNEST Partners
Atlanta,
Georgia
| – | -$1.52K | -32 | Closed |
|
|
BIA
305
Bell Investment Advisors
Oakland,
California
| – | -$1.02K | -29 | Closed |
|