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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
WAM
301
Wolverine Asset Management
Illinois
-$285K -8,564 Closed
CFO
302
Callan Family Office
Pennsylvania
-$285K -8,560 Closed
Corient Private Wealth
303
Corient Private Wealth
Florida
-$265K -7,968 Closed
HWM
304
HB Wealth Management
Georgia
-$227K -6,814 Closed
NWAG
305
Net Worth Advisory Group
Utah
-$226K -6,794 Closed
EL
306
Essex LLC
Illinois
-$210K -6,310 Closed
S
307
SimplyRich
California
-$209K -6,292 Closed
LNWWM
308
Laird Norton Wetherby Wealth Management
California
-$209K -6,273 Closed
Walleye Trading
309
Walleye Trading
New York
-$86K -2,796 Closed
AA
310
Alta Advisers
United Kingdom
-$56.3K -1,688 Closed
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
-$34.8K -1,053 Closed
BTI
312
Blue Trust Inc
Georgia
-$29.3K -975 Closed
PP
313
Pacifica Partners
Canada
-$26.7K -800 Closed
HIM
314
Hillsdale Investment Management
Ontario, Canada
-$19.8K -600 Closed
SAM
315
Smartleaf Asset Management
Massachusetts
-$19.5K -588 Closed
LIS
316
Legacy Investment Solutions
Idaho
-$4.57K -150 Closed
LWMI
317
Legacy Wealth Management (Idaho)
Idaho
-$4.57K -150 Closed
IWP
318
IAG Wealth Partners
Wisconsin
-$3.73K -112 Closed
GBT
319
Grove Bank & Trust
Florida
-$1.46K -44 Closed
SIC
320
Salem Investment Counselors
North Carolina
-$633 -19 Closed
GI
321
GAMMA Investing
California
-$433 -13 Closed
CTC
322
Central Trust Company
Missouri
-$233 -7 Closed

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.