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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
TC
176
Tacita Capital
Ontario, Canada
$476K -$20.6K -550 -5%
YIH
177
Y-Intercept (HK)
Hong Kong
$473K -$256K -6,832 -38%
AAS
178
Avantax Advisory Services
Texas
$467K +$300 +8 +0.1%
ERSOT
179
Employees Retirement System of Texas
Texas
$460K +$411K +10,940 New
HBCM
180
Heron Bay Capital Management
Michigan
$450K -$44.6K -1,188 -10%
WAM
181
Wolverine Asset Management
Illinois
$448K +$78.8K +2,100 +25%
Simplex Trading
182
Simplex Trading
Illinois
$443K +$166K +4,412 +72%
OC
183
Oppenheimer & Co
New York
$420K
MC
184
Merlin Capital
Rhode Island
$415K
SEI Investments
185
SEI Investments
Pennsylvania
$394K +$352K +9,381 New
AIM
186
Aigen Investment Management
New York
$393K +$351K +9,362 New
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$391K
Point72 Asset Management
188
Point72 Asset Management
Connecticut
$345K +$308K +8,200 New
FAFN
189
First Affirmative Financial Network
Colorado
$338K +$25.3K +674 +9%
VA
190
Vident Advisory
Georgia
$338K +$71.7K +1,911 +31%
William Blair & Company
191
William Blair & Company
Illinois
$335K +$1.31K +35 +0.4%
BHCM
192
Boulder Hill Capital Management
New York
$328K +$293K +7,800 New
PTC
193
Petrus Trust Company
Texas
$325K +$49.1K +1,309 +20%
CIC
194
Chase Investment Counsel
Virginia
$323K -$64.5K -1,719 -18%
BCM
195
Bayesian Capital Management
New York
$321K -$218K -5,800 -43%
S
196
SimplyRich
California
$311K -$488 -13 -0.2%
Massachusetts Financial Services
197
Massachusetts Financial Services
Massachusetts
$289K +$258K +6,878 New
XT
198
XTX Topco
Cayman Islands
$288K +$258K +6,860 New
MML Investors Services
199
MML Investors Services
Massachusetts
$260K +$232K +6,181 New
LPL Financial
200
LPL Financial
California
$254K +$8.48K +226 +4%