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OTEX

Overview Fund Activity

247 hedge funds and large institutions have $7.35B invested in Open Text in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 37 closing their positions.

Holders
247
Holders Change
-4
Holders Change %
-1.59%
% of All Funds
3.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
35
Increased
106
Reduced
64
Closed
37
Calls
$6.74M
Puts
$3.58M
Net Calls
+$3.16M
Net Calls Change
-$2.74M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$278M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$178M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$273M
4
Amundi
4
Amundi
France
$104M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$62.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$361M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$282M
3
DGI
3
Disciplined Growth Investors
Minnesota
$20.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.16M
5
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$582K -$79.9K -2,072 -12%
RFC
152
Regions Financial Corp
Alabama
$578K +$17K +440 +3%
BGCP
153
Bristol Gate Capital Partners
Ontario, Canada
$557K -$582K -15,106 -51%
Simplex Trading
154
Simplex Trading
Illinois
$553K +$109K +2,830 +25%
Creative Planning
155
Creative Planning
Kansas
$542K +$126K +3,279 +30%
VPIM
156
Vanguard Personalized Indexing Management
California
$505K +$47K +1,219 +10%
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$487K +$10.5K +272 +2%
BONST
158
Bank of Nova Scotia Trust
Ontario, Canada
$477K +$4.09K +106 +0.9%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$453K +$176K +4,556 +63%
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$444K -$4.62M -119,800 -91%
JIC
161
Johnson Investment Counsel
Ohio
$443K – – –
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$436K +$250K +6,482 +134%
API
163
Advisor Partners II
California
$428K +$18.2K +471 +4%
HF
164
HRT Financial
New York
$425K +$425K +11,027 New
CP
165
Cumberland Partners
Ontario, Canada
$424K +$424K +11,000 New
HBCM
166
Heron Bay Capital Management
Michigan
$416K +$416K +10,804 New
Corient Private Wealth
167
Corient Private Wealth
Florida
$398K +$398K +10,329 New
SSA
168
Schonfeld Strategic Advisors
New York
$393K -$2.3M -59,708 -85%
AAS
169
Avantax Advisory Services
Texas
$391K +$27.4K +711 +8%
PAMP
170
Polar Asset Management Partners
Ontario, Canada
$385K -$963K -25,000 -71%
Ameriprise
171
Ameriprise
Minnesota
$382K -$236 -5 -0.1%
N
172
Natixis
France
$358K +$358K +9,305 New
NA
173
NewEdge Advisors
Louisiana
$356K +$355K +9,221 +230,525%
ECM
174
ExodusPoint Capital Management
New York
$340K +$340K +8,819 New
WCM
175
Wedge Capital Management
North Carolina
$334K -$106K -2,743 -24%
5 6
7
8 9