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281 hedge funds and large institutions have $7.56B invested in Open Text in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more funds holding

Funds holding: 249281 (+32)

3% more capital invested

Capital invested by funds: $7.36B → $7.56B (+$207M)

2.13% less ownership

Funds ownership: 68.97%66.84% (-2.1%)

14% less call options, than puts

Call options by funds: $7.47M | Put options by funds: $8.65M

17% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 100

Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
55
Increased
83
Reduced
100
Closed
22
Calls
$7.47M
Puts
$8.65M
Net Calls
-$1.19M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Greenleaf Trust
Michigan
$246K
BCI
202
Brinker Capital Investments
Pennsylvania
$234K -$22.8K -568 -9%
OPS
203
Orion Portfolio Solutions
Nebraska
$234K -$22.8K -568 -9%
YIH
204
Y-Intercept (HK)
Hong Kong
$231K -$99.2K -2,471 -31%
AIM
205
Artemis Investment Management
United Kingdom
$230K +$222K +5,522 New
Citadel Advisors
206
Citadel Advisors
Florida
$223K +$215K +5,357 New
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$222K
DTL
208
Dynamic Technology Lab
Singapore
$221K +$213K +5,317 New
FAFN
209
First Affirmative Financial Network
Colorado
$217K +$209K +5,217 New
HWM
210
HB Wealth Management
Georgia
$212K +$205K +5,096 New
RJA
211
Raymond James & Associates
Florida
$212K +$205K +5,096 New
MFWP
212
Mosaic Family Wealth Partners
Missouri
$210K +$203K +5,065 New
CI
213
Cigna Investments
Connecticut
$207K +$200K +4,974 New
Massachusetts Financial Services
214
Massachusetts Financial Services
Massachusetts
$206K -$71.7K -1,786 -27%
US Bancorp
215
US Bancorp
Minnesota
$206K -$28K -698 -12%
BCM
216
Bayesian Capital Management
New York
$201K +$194K +4,842 New
QCM
217
Quantinno Capital Management
New York
$201K +$194K +4,839 New
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$189K -$2.93K -73 -2%
LSV Asset Management
219
LSV Asset Management
Illinois
$179K
DZ Bank
220
DZ Bank
Germany
$166K
JWM
221
Janiczek Wealth Management
Colorado
$151K +$15.9K +395 +12%
QCG
222
Quadrant Capital Group
Ohio
$130K +$803 +20 +0.6%
ACM
223
Aquatic Capital Management
Illinois
$120K +$116K +2,900 New
GIBU
224
Gulf International Bank (UK)
United Kingdom
$113K
UM
225
UniSuper Management
Australia
$105K +$76.3K +1,900 New