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Overview Fund Activity

273 hedge funds and large institutions have $6.99B invested in Open Text in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
35
Increased
101
Reduced
97
Closed
37
Calls
$14.7M
Puts
$5.53M
Net Calls
+$9.16M
Net Calls Change
+$15M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$533M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$321M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
5
GC
Guardian Capital
Ontario, Canada
$129M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M
2
CB
Cooke & Bieler
Pennsylvania
$181M
3
Fidelity International
Fidelity International
Bermuda
$309M
4
Amundi
Amundi
France
$16.5M
5
Harris Associates
Harris Associates
Illinois
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$1.16M – – –
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$1.15M +$41K +1,056 +4%
Mariner
128
Mariner
Kansas
$1.12M +$74.5K +1,918 +7%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$1.12M +$1.12M +28,784 New
Natixis Advisors
130
Natixis Advisors
Massachusetts
$1.09M +$23.2K +597 +2%
GAM
131
Gotham Asset Management
New York
$1.04M -$3.11K -80 -0.3%
TPM
132
Triasima Portfolio Management
Quebec, Canada
$985K -$16.3M -419,170 -94%
NA
133
Nordwand Advisors
Pennsylvania
$960K -$1.8M -46,267 -65%
CGH
134
Crossmark Global Holdings
Texas
$929K -$61.8K -1,591 -6%
PIC
135
PCJ Investment Counsel
Ontario, Canada
$919K +$919K +23,670 New
Marshall Wace
136
Marshall Wace
United Kingdom
$917K +$917K +23,610 New
Grantham, Mayo, Van Otterloo & Co (GMO)
137
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$881K -$1.56M -40,075 -64%
BGCP
138
Bristol Gate Capital Partners
Ontario, Canada
$860K +$383K +9,879 +80%
Principal Financial Group
139
Principal Financial Group
Iowa
$823K -$715K -18,400 -46%
JWS
140
Juncture Wealth Strategies
Arizona
$804K +$804K +20,716 New
Vontobel Holding
141
Vontobel Holding
Switzerland
$774K +$52.9K +1,363 +7%
Creative Planning
142
Creative Planning
Kansas
$768K +$104K +2,682 +16%
IIM
143
INTECH Investment Management
Florida
$762K +$762K +19,623 New
S
144
SignatureFD
Georgia
$731K -$4.93K -127 -0.7%
EGA
145
Eagle Global Advisors
Texas
$724K -$466K -12,000 -39%
BONST
146
Bank of Nova Scotia Trust
Ontario, Canada
$721K +$272K +7,007 +61%
Truist Financial
147
Truist Financial
North Carolina
$692K +$692K +17,810 New
VanEck Associates
148
VanEck Associates
New York
$680K +$16K +411 +2%
YIH
149
Y-Intercept (HK)
Hong Kong
$679K +$242K +6,221 +55%
CAM
150
Claret Asset Management
Quebec, Canada
$667K -$35.1K -903 -5%
4 5
6
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