OTEX icon

Open Text
OTEX

Overview Fund Activity

275 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, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+18
Holders Change %
+7%
% of All Funds
4.03%
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
90
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.22M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$118M
2
Fidelity International
2
Fidelity International
Bermuda
$381M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$192M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$366M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M
3
Invesco
3
Invesco
Georgia
$112M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$321M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$1.25M -$11.4K -271 -0.9%
AWM
127
Avior Wealth Management
Nebraska
$1.24M – – –
Cerity Partners
128
Cerity Partners
New York
$1.2M +$1.2M +28,600 New
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$1.2M – – –
MCM
130
Mork Capital Management
California
$1.19M – – –
Wells Fargo
131
Wells Fargo
California
$1.16M -$37.2K -886 -3%
CCIA
132
Campbell & Co Investment Adviser
Maryland
$1.16M +$88.3K +2,102 +8%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$1.15M +$255K +6,066 +28%
CP
134
CenterBook Partners
Connecticut
$1.13M -$832K -19,806 -42%
GAM
135
Gotham Asset Management
New York
$1.13M +$47.5K +1,130 +4%
Mariner
136
Mariner
Kansas
$1.13M -$46.9K -1,115 -4%
CGH
137
Crossmark Global Holdings
Texas
$1.07M +$50.1K +1,191 +5%
O
138
Ossiam
France
$1.06M +$298K +7,047 +39%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04M -$553K -13,085 -35%
IMCOOI
140
Investment Management Corp of Ontario (IMCO)
Canada
$994K +$994K +23,645 New
KPF
141
K2 Principal Fund
Ontario, Canada
$937K +$937K +22,300 New
CA
142
Cetera Advisors
Colorado
$858K +$858K +20,412 New
AAM
143
Advisors Asset Management
Colorado
$823K -$26.3K -627 -3%
S
144
SignatureFD
Georgia
$796K -$31.7K -754 -4%
Vontobel Holding
145
Vontobel Holding
Switzerland
$781K +$504K +12,000 +182%
II
146
Inspire Investing
Idaho
$768K +$29.8K +709 +4%
CAM
147
Claret Asset Management
Quebec, Canada
$759K – – –
EGM
148
Engineers Gate Manager
New York
$724K +$724K +17,220 New
VanEck Associates
149
VanEck Associates
New York
$719K +$77.8K +1,850 +12%
Creative Planning
150
Creative Planning
Kansas
$718K +$81.6K +1,943 +13%
4 5
6
7 8