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OTEX

Overview Fund Activity

251 hedge funds and large institutions have $5.24B invested in Open Text in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 97 reducing their positions, and 55 closing their positions.

Holders
251
Holders Change
-15
Holders Change %
-5.64%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
42
Increased
80
Reduced
97
Closed
55
Calls
$9.31M
Puts
$3.41M
Net Calls
+$5.9M
Net Calls Change
+$6.96M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$451M
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$492M
3
CB
3
Cooke & Bieler
Pennsylvania
$165M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$107M
5
GC
5
Guardian Capital
Ontario, Canada
$84.1M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$18.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$774K
3
Millennium Management
3
Millennium Management
New York
$12.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.9M
5
Franklin Resources
5
Franklin Resources
California
$95M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$50.4K 1,702 -876 -34%
SCA
202
Stonebridge Capital Advisors
Minnesota
$46.1K 1,556 – –
HIA
203
Harbor Investment Advisory
Maryland
$37.1K 1,250 -639 -34%
PA
204
Parallel Advisors
California
$34.3K 1,158 -57 -5%
LFG
205
Larson Financial Group
Missouri
$30.2K 1,018 – –
GIS
206
Grayhawk Investment Strategies
Alberta, Canada
$29.8K 49 -958 -95%
GWS
207
Glassman Wealth Services
Virginia
$28.7K 968 +553 +133%
IA
208
IFP Advisors
Florida
$26K 744 -6 -0.8%
ASN
209
Advisory Services Network
Georgia
$24.2K 818 +818 New
Dimensional Fund Advisors
210
Dimensional Fund Advisors
Texas
$24.2K 814,816 +232,065 +40%
MSFP
211
Mark Sheptoff Financial Planning
Connecticut
$23.7K 800 – –
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$20K 704 -255 -27%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$20K 667 +611 +1,091%
MIP
214
Mondrian Investment Partners
United Kingdom
$19K 471 +471 New
BHWM
215
Beaird Harris Wealth Management
Texas
$18.3K 618 – –
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$17.4K 587 +15 +3%
AA
217
AlphaMark Advisors
Kentucky
$17K 572 – –
CA
218
Clearstead Advisors
Ohio
$16.6K 560 – –
AF
219
Allworth Financial
California
$15.5K 524 +314 +150%
AF
220
Advisornet Financial
Minnesota
$15K 505 -8 -2%
GRP
221
Global Retirement Partners
California
$13.3K 448 -70 -14%
CPG
222
Cornerstone Planning Group
New Jersey
$13K 400 +400 New
PFG
223
Piershale Financial Group
Illinois
$11.9K 400 +400 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$11K 386 +319 +476%
LC
225
Lindbrook Capital
California
$8.92K 301 -272 -47%
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