We are live on ! Find out more
OTEX icon

Open Text

280 hedge funds and large institutions have $4.96B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $5.56M

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding

Funds holding: 280280 (0)

2.52% less ownership

Funds ownership: 68.32%65.8% (-2.5%)

19% less capital invested

Capital invested by funds: $6.13B → $4.96B (-$1.18B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
280
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
99
Reduced
98
Closed
42
Calls
$10.8M
Puts
$5.56M
Net Calls
+$5.23M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
176
Vanguard Personalized Indexing Management
California
$393K -$229K -7,437 -35%
BPA
177
Beacon Pointe Advisors
California
$392K +$200K +6,506 +89%
HBCM
178
Heron Bay Capital Management
Michigan
$391K +$2.92K +95 +0.7%
Mariner
179
Mariner
Kansas
$388K -$441K -14,324 -51%
MGP
180
M&G plc
United Kingdom
$384K
BAM
181
Blueshift Asset Management
New Jersey
$377K +$410K +13,312 New
Squarepoint
182
Squarepoint
New York
$372K +$405K +13,145 New
S
183
SignatureFD
Georgia
$370K -$110K -3,560 -21%
Massachusetts Financial Services
184
Massachusetts Financial Services
Massachusetts
$364K +$189K +6,152 +92%
TC
185
TwinBeech Capital
New York
$360K +$391K +12,716 New
MGP
186
Metis Global Partners
California
$355K -$16.5K -536 -4%
JIC
187
Johnson Investment Counsel
Ohio
$326K
N
188
Numerai
California
$312K -$1.24M -40,352 -79%
DZ Bank
189
DZ Bank
Germany
$312K
VA
190
Vident Advisory
Georgia
$310K -$13K -422 -4%
OQS
191
Occudo Quantitative Strategies
Florida
$310K +$337K +10,938 New
FFA
192
Farther Finance Advisors
California
$284K +$41.2K +1,340 +15%
Millennium Management
193
Millennium Management
New York
$269K -$24M -780,164 -99%
VF
194
Vest Financial
Virginia
$267K +$290K +9,434 New
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$267K -$27.9K -908 -9%
PP
196
Prudential plc
United Kingdom
$264K +$287K +9,324 New
LSV Asset Management
197
LSV Asset Management
Illinois
$255K +$145K +4,700 +109%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$249K
Capstone Investment Advisors
199
Capstone Investment Advisors
New York
$246K +$267K +8,684 New
Ameriprise
200
Ameriprise
Minnesota
$244K -$943K -30,640 -83%

OTEX Hedge Fund Activity: Q4 2024 in Review

280 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2024, worth a combined $4.96B — down 19% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTEX positions and 42 closed out — a net gain of 3 holders — while 99 added to existing stakes and 98 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $79.6M. The largest seller was Value Partners Investments, cutting an estimated $133M.

  • 280 institutional investors held Open Text (OTEX) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $4.96B of Open Text stock for Q4 2024, down 19% quarter-over-quarter.
  • 45 funds opened new Open Text positions in Q4 2024 and 42 closed out, a net change of +3 holders.
  • The largest Open Text buyer in Q4 2024 was Arrowstreet Capital, an estimated $79.6M added.
  • The largest Open Text seller in Q4 2024 was Value Partners Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2024.