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OTEX

Overview Fund Activity

262 hedge funds and large institutions have $6.73B invested in Open Text in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+22
Holders Change %
+9.17%
% of All Funds
6.01%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
46
Increased
73
Reduced
101
Closed
23
Calls
$12.9M
Puts
$3.44M
Net Calls
+$9.46M
Net Calls Change
+$2.59M

Top Buyers

1
CIBC World Market
CIBC World Market
Ontario, Canada
+$89.9M
2
ESCM
Echo Street Capital Management
New York
+$47.5M
3
PIMC
Praesidium Investment Management Company
New York
+$30.4M
4
Canada Life
Canada Life
Manitoba, Canada
+$29.5M
5
CAM
Cidel Asset Management
Ontario, Canada
+$25.7M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$92.5M
2
Bank of America
Bank of America
North Carolina
-$47.1M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$39.6M
4
QI
QV Investors
Alberta, Canada
-$33.1M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
201
Tyers Asset Management
Texas
$188K – – –
S
202
SignatureFD
Georgia
$185K +$185K +5,312 New
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$177K -$1.69M -49,284 -90%
NA
204
Neuburgh Advisers
California
$148K – – –
GT
205
Greenleaf Trust
Michigan
$137K – – –
1832 Asset Management
206
1832 Asset Management
Ontario, Canada
$135K -$4.84K -139 -3%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$122K -$6.98K -197 -5%
PGA
208
Premia Global Advisors
Florida
$108K +$108K +3,120 New
MCIM
209
Meadow Creek Investment Management
Georgia
$107K – – –
MFW
210
Mosaic Family Wealth
Missouri
$104K – – –
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$98K +$17.1K +490 +21%
Bessemer Group
212
Bessemer Group
New Jersey
$96K +$93.2K +2,685 +3,356%
IA
213
IFP Advisors
Florida
$95K – – –
SIAS
214
Shine Investment Advisory Services
Colorado
$71K -$8.79K -251 -11%
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$56K -$15.3M -438,288 -100%
ASN
216
Advisory Services Network
Georgia
$51K +$18.7K +540 +58%
AAP
217
Arax Advisory Partners
Colorado
$44K -$9.55K -277 -18%
FGC
218
Financial Gravity Companies
Texas
$43K +$4.2K +117 +11%
FGAM
219
Financial Gravity Asset Management
Texas
$43K +$43K +1,197 New
GRP
220
Global Retirement Partners
California
$35K – – –
HIIFS
221
Harel Insurance Investments & Financial Services
Israel
$34K -$4.51K -130 -12%
PFA
222
Pathway Financial Advisors
Vermont
$33K – – –
MSFP
223
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
FRA
224
Front Row Advisors
California
$28K – – –
FHA
225
First Horizon Advisors
Tennessee
$25K -$3.82K -109 -13%
7 8
9
10 11