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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 %
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$646K +$41.2K +1,060 +7%
VPIM
152
Vanguard Personalized Indexing Management
California
$643K +$3.3K +85 +0.5%
OTPPB
153
Ontario Teachers' Pension Plan Board
Ontario, Canada
$624K +$148K +3,805 +31%
Millennium Management
154
Millennium Management
New York
$617K +$18.4K +474 +3%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$617K -$616K -15,868 -50%
ECM
156
ExodusPoint Capital Management
New York
$582K +$582K +14,998 New
RFC
157
Regions Financial Corp
Alabama
$574K – – –
MGP
158
Metis Global Partners
California
$549K -$77.8K -2,004 -12%
AAM
159
Advisors Asset Management
Colorado
$541K -$220K -5,667 -29%
BCIM
160
British Columbia Investment Management
British Columbia, Canada
$518K +$518K +13,339 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$517K +$505 +13 +0.1%
IWC
162
Integrated Wealth Concepts
Massachusetts
$510K +$69.7K +1,796 +16%
BHCM
163
Brevan Howard Capital Management
Jersey
$509K +$50.9K +1,312 +11%
IMCOOI
164
Investment Management Corp of Ontario (IMCO)
Canada
$503K -$415K -10,700 -45%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$474K -$7.57K -195 -2%
HighTower Advisors
166
HighTower Advisors
Illinois
$472K +$472K +12,148 New
LNWWM
167
Laird Norton Wetherby Wealth Management
California
$462K -$5.2K -134 -1%
TC
168
Tacita Capital
Ontario, Canada
$451K +$12.8K +330 +3%
Corient Private Wealth
169
Corient Private Wealth
Florida
$447K +$1.63K +42 +0.4%
JIC
170
Johnson Investment Counsel
Ohio
$447K – – –
AIM
171
Achmea Investment Management
Netherlands
$445K – – –
EGM
172
Engineers Gate Manager
New York
$438K -$231K -5,940 -34%
CP
173
Cumberland Partners
Ontario, Canada
$435K -$89.3K -2,300 -17%
AAS
174
Avantax Advisory Services
Texas
$433K +$893 +23 +0.2%
AIM
175
Aigen Investment Management
New York
$431K +$68K +1,753 +19%
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