OTEX icon

Open Text
OTEX

Overview Fund Activity

240 hedge funds and large institutions have $7.04B invested in Open Text in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
35
Increased
75
Reduced
86
Closed
32
Calls
$8.92M
Puts
$2.06M
Net Calls
+$6.87M
Net Calls Change
+$7.87M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$228M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
3
TSW
Thompson Siegel & Walmsley
Virginia
$66.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$332M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$396M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$123M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
$19.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
Millennium Management
Millennium Management
New York
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
201
Global Retirement Partners
California
$36K +$3.02K +85 +9%
PFA
202
Pathway Financial Advisors
Vermont
$34K +$34K +945 New
ASN
203
Advisory Services Network
Georgia
$33K +$33K +932 New
HIM
204
Hillsdale Investment Management
Ontario, Canada
$32K -$29.2K -820 -48%
FHA
205
First Horizon Advisors
Tennessee
$29K – – –
MSFP
206
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
FRA
207
Front Row Advisors
California
$28K +$28K +800 New
First Manhattan
208
First Manhattan
New York
$25K – – –
ZB
209
Zions Bancorporation
Utah
$22K -$106 -3 -0.5%
GWM
210
Geneos Wealth Management
Colorado
$22K +$22K +620 New
CPIG
211
Chicago Partners Investment Group
Illinois
$21K – – –
GWS
212
Glassman Wealth Services
Virginia
$21K – – –
WTC
213
WhitTier Trust Company
Nevada
$19K – – –
CCM
214
Covington Capital Management
California
$17K +$17K +466 New
JAM
215
JCIC Asset Management
Ontario, Canada
$16K +$16K +440 New
ST
216
Smithfield Trust
Pennsylvania
$13K -$7.82K -225 -38%
PA
217
Parallel Advisors
California
$13K – – –
SEI Investments
218
SEI Investments
Pennsylvania
$12K -$147K -4,056 -92%
CBOA
219
Commonwealth Bank of Australia
Australia
$10K +$3.33K +100 +50%
MOS
220
MGO One Seven
Ohio
$9K +$9K +247 New
OC
221
Oakworth Capital
Alabama
$7K – – –
RIA
222
RPG Investment Advisory
California
$7K – – –
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$6K +$1.54K +42 +34%
OSNBOA
224
Old Second National Bank of Aurora
Illinois
$5K -$10.2K -275 -67%
PCP
225
Proficio Capital Partners
Massachusetts
$5K +$1.96K +56 +64%
7 8
9
10 11