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Overview Fund Activity

279 hedge funds and large institutions have $4.95B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
46
Increased
98
Reduced
97
Closed
42
Calls
$10.8M
Puts
$5.56M
Net Calls
+$5.23M
Net Calls Change
-$1.33M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$170M
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$523M
3
BIP
3
Brandes Investment Partners
California
$128M
4
Bank of America
4
Bank of America
North Carolina
$45.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$206M

Top Sellers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$12.7M
2
Harris Associates
2
Harris Associates
Illinois
$254M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$146M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$806K -$46.7K -1,648 -5%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$800K +$485K +17,140 +155%
AllianceBernstein
153
AllianceBernstein
Tennessee
$784K -$15.6K -550 -2%
Verition Fund Management
154
Verition Fund Management
Connecticut
$780K -$27.8K -982 -3%
DCM
155
DGS Capital Management
New Jersey
$750K +$15K +530 +2%
Public Sector Pension Investment Board (PSP Investments)
156
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$731K +$731K +25,836 New
NA
157
NewEdge Advisors
Louisiana
$678K -$17.5K -619 -3%
SA
158
Sanctuary Advisors
Indiana
$632K +$632K +21,110 New
VanEck Associates
159
VanEck Associates
New York
$612K +$4.47K +158 +0.7%
SIA
160
Schechter Investment Advisors
Michigan
$591K -$8.92K -315 -1%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$585K -$261K -9,200 -31%
CL
162
Choreo LLC
Illinois
$564K +$564K +19,833 New
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
$563K +$29.7K +1,049 +6%
KJHP
164
K.J. Harrison & Partners
Ontario, Canada
$537K +$537K +19,023 New
US Bancorp
165
US Bancorp
Minnesota
$530K -$443K -15,656 -46%
LPL Financial
166
LPL Financial
California
$524K +$41.9K +1,479 +9%
TI
167
Tidal Investments
Wisconsin
$517K +$144K +5,100 +39%
EGM
168
Engineers Gate Manager
New York
$515K +$515K +18,176 New
WSFS
169
Wilmington Savings Fund Society
Delaware
$489K +$64.3K +2,270 +15%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$486K +$420K +14,711 +644%
MSAM
171
Moloney Securities Asset Management
Missouri
$466K -$1.81M -63,983 -80%
LWAM
172
Legacy Wealth Asset Management
Minnesota
$449K -$105K -3,721 -19%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$449K -$201K -7,094 -31%
GCP
174
GSA Capital Partners
United Kingdom
$443K +$443K +15,647 New
VPIM
175
Vanguard Personalized Indexing Management
California
$393K -$211K -7,437 -35%
5 6
7
8 9