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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
Canada Life
76
Canada Life
Manitoba, Canada
$5.84M +$688K +22,351 +12%
NEI
77
Northwest & Ethical Investments
Ontario, Canada
$5.73M +$1.68M +54,699 +37%
AIM
78
Access Investment Management
Georgia
$5.62M +$85.7K +2,785 +1%
FAF
79
Första AP-fonden
Sweden
$5.61M
Aviva
80
Aviva
United Kingdom
$5.61M -$116K -3,780 -2%
GP
81
Guardian Partners
Canada
$5.18M +$5.72M +185,772 New
BA
82
Bridgewater Associates
Connecticut
$4.92M +$4.2M +136,321 +361%
Franklin Resources
83
Franklin Resources
California
$4.89M -$1.01M -32,776 -16%
TIM
84
Thornburg Investment Management
New Mexico
$4.86M +$554K +18,004 +12%
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$4.71M +$1.21M +39,266 +31%
Citadel Advisors
86
Citadel Advisors
Florida
$4.69M -$386K -12,544 -7%
Wells Fargo
87
Wells Fargo
California
$4.65M -$405K -13,169 -7%
Pictet Asset Management
88
Pictet Asset Management
Switzerland
$4.41M +$941K +30,585 +24%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$4.32M -$24.8K -805 -0.5%
APG Asset Management
90
APG Asset Management
Netherlands
$4.31M +$4.6M +149,365 +1,750%
Northern Trust
91
Northern Trust
Illinois
$4.28M +$1.11M +36,123 +31%
CF
92
Canoe Financial
Alberta, Canada
$4.24M +$2.59M +84,000 +127%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$4.06M +$4.42M +143,500 New
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.98M +$2.93M +95,058 +208%
OCAM
95
Onex Canada Asset Management
Ontario, Canada
$3.81M -$452K -14,681 -10%
Citigroup
96
Citigroup
New York
$3.73M -$467K -15,177 -10%
LSWM
97
Lorne Steinberg Wealth Management
Canada
$3.64M -$93.3K -3,032 -2%
Axa
98
Axa
France
$3.62M +$3.3M +107,375 +522%
Raymond James Financial
99
Raymond James Financial
Florida
$3.57M +$3.88M +126,130 New
UBS Group
100
UBS Group
Switzerland
$3.51M -$915K -29,725 -19%

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.