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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$361M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$282M
3
DGI
Disciplined Growth Investors
Minnesota
$20.2M
4
Goldman Sachs
Goldman Sachs
New York
$9.16M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
176
Asahi Life Asset Management
Japan
$326K +$326K +8,460 New
FRM
177
Fox Run Management
Connecticut
$324K +$324K +8,400 New
YIH
178
Y-Intercept (HK)
Hong Kong
$310K +$310K +8,034 New
William Blair & Company
179
William Blair & Company
Illinois
$307K – – –
Osaic Holdings
180
Osaic Holdings
Arizona
$290K +$15.4K +399 +6%
S
181
SimplyRich
California
$285K – – –
Massachusetts Financial Services
182
Massachusetts Financial Services
Massachusetts
$260K +$260K +6,733 New
BCI
183
Brinker Capital Investments
Pennsylvania
$239K +$239K +6,191 New
OPS
184
Orion Portfolio Solutions
Nebraska
$239K +$239K +6,191 New
GT
185
Greenleaf Trust
Michigan
$229K +$229K +5,929 New
Axa
186
Axa
France
$224K +$224K +5,810 New
US Bancorp
187
US Bancorp
Minnesota
$218K +$1.74K +45 +0.8%
VanEck Associates
188
VanEck Associates
New York
$210K -$47.3K -1,226 -18%
PWPS
189
Pinnacle Wealth Planning Services
Ohio
$206K +$206K +5,341 New
Bessemer Group
190
Bessemer Group
New Jersey
$203K – – –
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$178K +$22.8K +592 +15%
LSV Asset Management
192
LSV Asset Management
Illinois
$166K +$34.7K +900 +26%
DZ Bank
193
DZ Bank
Germany
$154K – – –
JWM
194
Janiczek Wealth Management
Colorado
$127K – – –
QCG
195
Quadrant Capital Group
Ohio
$120K +$501 +13 +0.4%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$105K – – –
Lazard Asset Management
197
Lazard Asset Management
New York
$93K – – –
Walleye Trading
198
Walleye Trading
New York
$87.4K +$87.4K +2,266 New
EWA
199
EverSource Wealth Advisors
Alabama
$70.9K +$5.28K +137 +8%
SCA
200
Stonebridge Capital Advisors
Minnesota
$60K – – –
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