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238 hedge funds and large institutions have $5.93B invested in Open Text in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 84

0.66% more ownership

Funds ownership: 69.36%70.02% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 240238 (-2)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

5% less capital invested

Capital invested by funds: $6.26B → $5.93B (-$324M)

40% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $20.9M

Holders
238
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
5.93%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
27
Increased
88
Reduced
84
Closed
29
Calls
$12.6M
Puts
$20.9M
Net Calls
-$8.34M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$132K -$10.6M -321,000 -99%
CG
202
Cutler Group
California
$119K +$106K +3,211 +543%
MCIM
203
Meadow Creek Investment Management
Georgia
$97K
LWM
204
Lenox Wealth Management
Ohio
$82K +$86.2K +2,613 New
CBOA
205
Commonwealth Bank of Australia
Australia
$69K
HR
206
Howe & Rusling
New York
$62K +$26.2K +793 +68%
HIM
207
Hillsdale Investment Management
Ontario, Canada
$60K +$6.92K +210 +13%
SIAS
208
Shine Investment Advisory Services
Colorado
$49K +$51K +1,546 New
AAP
209
Arax Advisory Partners
Colorado
$47K -$5.67K -172 -10%
CPIG
210
Chicago Partners Investment Group
Illinois
$36K +$28.7K +870 New
GRP
211
Global Retirement Partners
California
$29K -$3.3K -100 -10%
GXMC
212
Global X Management Company
New York
$29K +$30.1K +914 New
AIM
213
Acrospire Investment Management
Illinois
$28K +$29.7K +900 New
MSFP
214
Mark Sheptoff Financial Planning
Connecticut
$25K -$33 -1 -0.1%
FHA
215
First Horizon Advisors
Tennessee
$24K +$9.23K +280 +58%
First Manhattan
216
First Manhattan
New York
$22K
WA
217
WFG Advisors
Texas
$21K
AA
218
AlphaMark Advisors
Kentucky
$19K
GWS
219
Glassman Wealth Services
Virginia
$19K
Group One Trading
220
Group One Trading
Illinois
$15K -$18.3K -555 -54%
FPFS
221
First Personal Financial Services
North Carolina
$14K
PA
222
Parallel Advisors
California
$12K +$3.43K +104 +43%
OC
223
Oakworth Capital
Alabama
$7K
RIA
224
RPG Investment Advisory
California
$6K +$6.59K +200 New
VWA
225
V Wealth Advisors
Kansas
$6K +$6.59K +200 New