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277 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, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $6.34B → $7.58B (+$1.24B)

7% more funds holding

Funds holding: 259277 (+18)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.34% more ownership

Funds ownership: 65.82%66.16% (+0.34%)

38% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $15.4M

Holders
277
Holders Change
+18
Holders Change %
+6.95%
% of All Funds
4.04%
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
91
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$718K +$72.9K +1,943 +13%
QT
152
Quantbot Technologies
New York
$693K +$216K +5,744 +53%
VPIM
153
Vanguard Personalized Indexing Management
California
$692K -$16.5K -440 -3%
Walleye Trading
154
Walleye Trading
New York
$692K +$307K +8,183 +99%
MGP
155
Metis Global Partners
California
$679K -$10K -267 -2%
Assenagon Asset Management
156
Assenagon Asset Management
Luxembourg
$657K -$118K -3,136 -17%
Millennium Management
157
Millennium Management
New York
$648K +$579K +15,414 New
HPCM
158
Hunter Perkins Capital Management
Illinois
$630K
SEC
159
Seven Eight Capital
New York
$622K +$555K +14,797 New
RFC
160
Regions Financial Corp
Alabama
$621K -$7.58K -202 -1%
CP
161
Cumberland Partners
Ontario, Canada
$569K -$143K -3,800 -22%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$558K -$34.1K -909 -6%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$521K +$465K +12,394 New
BGCP
164
Bristol Gate Capital Partners
Ontario, Canada
$518K -$41.6K -1,108 -8%
OTPPB
165
Ontario Teachers' Pension Plan Board
Ontario, Canada
$516K +$461K +12,280 New
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$505K -$8.71K -232 -2%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$500K +$163K +4,351 +58%
BHCM
168
Brevan Howard Capital Management
Jersey
$496K -$164K -4,371 -27%
SC
169
Syon Capital
California
$487K +$435K +11,588 New
BONST
170
Bank of Nova Scotia Trust
Ontario, Canada
$486K -$24.5K -653 -5%
AIM
171
Achmea Investment Management
Netherlands
$484K +$430K +11,468 New
JIC
172
Johnson Investment Counsel
Ohio
$483K
Corient Private Wealth
173
Corient Private Wealth
Florida
$482K +$5.59K +149 +1%
AM
174
AGF Management
Ontario, Canada
$480K -$112K -2,975 -21%
IWC
175
Integrated Wealth Concepts
Massachusetts
$476K +$425K +11,331 New