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OTEX

Overview Fund Activity

275 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, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+18
Holders Change %
+7%
% of All Funds
4.03%
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
90
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.22M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$118M
2
Fidelity International
2
Fidelity International
Bermuda
$381M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$192M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$366M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M
3
Invesco
3
Invesco
Georgia
$112M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$321M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
176
Y-Intercept (HK)
Hong Kong
$473K -$287K -6,832 -38%
AAS
177
Avantax Advisory Services
Texas
$467K +$336 +8 +0.1%
ERSOT
178
Employees Retirement System of Texas
Texas
$460K +$460K +10,940 New
HBCM
179
Heron Bay Capital Management
Michigan
$450K -$49.9K -1,188 -10%
WAM
180
Wolverine Asset Management
Illinois
$448K +$88.2K +2,100 +25%
Simplex Trading
181
Simplex Trading
Illinois
$443K +$185K +4,412 +72%
OC
182
Oppenheimer & Co
New York
$420K – – –
MC
183
Merlin Capital
Rhode Island
$415K – – –
SEI Investments
184
SEI Investments
Pennsylvania
$394K +$394K +9,381 New
AIM
185
Aigen Investment Management
New York
$393K +$393K +9,362 New
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$391K – – –
Point72 Asset Management
187
Point72 Asset Management
Connecticut
$345K +$345K +8,200 New
FAFN
188
First Affirmative Financial Network
Colorado
$338K +$28.3K +674 +9%
VA
189
Vident Advisory
Georgia
$338K +$80.3K +1,911 +31%
William Blair & Company
190
William Blair & Company
Illinois
$335K +$1.47K +35 +0.4%
BHCM
191
Boulder Hill Capital Management
New York
$328K +$328K +7,800 New
PTC
192
Petrus Trust Company
Texas
$325K +$55K +1,309 +20%
CIC
193
Chase Investment Counsel
Virginia
$323K -$72.1K -1,719 -18%
BCM
194
Bayesian Capital Management
New York
$321K -$244K -5,800 -43%
S
195
SimplyRich
California
$311K -$546 -13 -0.2%
Massachusetts Financial Services
196
Massachusetts Financial Services
Massachusetts
$289K +$289K +6,878 New
XT
197
XTX Topco
Cayman Islands
$288K +$288K +6,860 New
MML Investors Services
198
MML Investors Services
Massachusetts
$260K +$260K +6,181 New
LPL Financial
199
LPL Financial
California
$254K +$9.5K +226 +4%
DZ Bank
200
DZ Bank
Germany
$252K – – –
6 7
8
9 10