We are live on ! Find out more
OTEX icon

Open Text

277 hedge funds and large institutions have $7.58B invested in Open Text in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $6.34B → $7.58B (+$1.24B)

7% more funds holding

Funds holding: 259277 (+18)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.34% more ownership

Funds ownership: 65.82%66.16% (+0.34%)

38% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $15.4M

Holders
277
Holders Change
+18
Holders Change %
+6.95%
% of All Funds
4.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
48
Increased
96
Reduced
91
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
201
DZ Bank
Germany
$252K
Lazard Asset Management
202
Lazard Asset Management
New York
$245K +$41.8K +1,113 +24%
CAM
203
Cresset Asset Management
Illinois
$227K -$15K -399 -7%
Wolverine Trading
204
Wolverine Trading
Illinois
$225K +$201K +5,343 New
PWPS
205
Pinnacle Wealth Planning Services
Ohio
$222K +$198K +5,281 New
HWM
206
HB Wealth Management
Georgia
$214K +$191K +5,096 New
MFWP
207
Mosaic Family Wealth Partners
Missouri
$213K +$190K +5,065 New
CI
208
Cigna Investments
Connecticut
$211K +$187K +4,974 New
Two Sigma Advisers
209
Two Sigma Advisers
New York
$210K -$229K -6,100 -55%
HF
210
HRT Financial
New York
$201K +$180K +4,801 New
BCI
211
Brinker Capital Investments
Pennsylvania
$200K +$182K +4,848 New
OPS
212
Orion Portfolio Solutions
Nebraska
$200K +$182K +4,848 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$197K +$38.4K +1,023 +28%
LSV Asset Management
214
LSV Asset Management
Illinois
$181K
JWM
215
Janiczek Wealth Management
Colorado
$144K +$2.81K +75 +2%
TAIM
216
Te Ahumairangi Investment Management
New Zealand
$137K -$3.89M -103,516 -97%
T
217
TOBAM
France
$135K -$55.4K -1,475 -32%
QCG
218
Quadrant Capital Group
Ohio
$125K +$5.48K +146 +5%
UM
219
UniSuper Management
Australia
$106K
Bessemer Group
220
Bessemer Group
New Jersey
$104K
W
221
WealthCollab
Washington
$92.8K +$82.9K +2,208 New
EWA
222
EverSource Wealth Advisors
Alabama
$91.9K +$12.5K +334 +18%
RhumbLine Advisers
223
RhumbLine Advisers
Massachusetts
$87.2K -$2.81K -75 -3%
LSA
224
Leonteq Securities AG
Switzerland
$84K
GIBU
225
Gulf International Bank (UK)
United Kingdom
$80K -$30K -800 -29%