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

Top Sellers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$12.7M
2
Harris Associates
2
Harris Associates
Illinois
$254M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$146M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
301
Corient Private Wealth
Florida
– -$265K -7,968 Closed
HWM
302
HB Wealth Management
Georgia
– -$227K -6,814 Closed
NWAG
303
Net Worth Advisory Group
Utah
– -$226K -6,794 Closed
EL
304
Essex LLC
Illinois
– -$210K -6,310 Closed
S
305
SimplyRich
California
– -$209K -6,292 Closed
LNWWM
306
Laird Norton Wetherby Wealth Management
California
– -$209K -6,273 Closed
Walleye Trading
307
Walleye Trading
New York
– -$93.1K -2,796 Closed
AA
308
Alta Advisers
United Kingdom
– -$56.3K -1,688 Closed
Mirae Asset Global Investments
309
Mirae Asset Global Investments
South Korea
– -$34.8K -1,053 Closed
BTI
310
Blue Trust Inc
Georgia
– -$29.3K -975 Closed
PP
311
Pacifica Partners
Canada
– -$26.7K -800 Closed
HIM
312
Hillsdale Investment Management
Ontario, Canada
– -$19.8K -600 Closed
SAM
313
Smartleaf Asset Management
Massachusetts
– -$19.5K -588 Closed
LIS
314
Legacy Investment Solutions
Idaho
– -$4.57K -150 Closed
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
– -$4.57K -150 Closed
IWP
316
IAG Wealth Partners
Wisconsin
– -$3.73K -112 Closed
GBT
317
Grove Bank & Trust
Florida
– -$1.46K -44 Closed
SIC
318
Salem Investment Counselors
North Carolina
– -$633 -19 Closed
GI
319
GAMMA Investing
California
– -$433 -13 Closed
CTC
320
Central Trust Company
Missouri
– -$233 -7 Closed
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