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OTEX

Overview Fund Activity

275 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, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+18
Holders Change %
+7%
% of All Funds
4.03%
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
90
Closed
29
Calls
$9.57M
Puts
$15.4M
Net Calls
-$5.8M
Net Calls Change
-$5.22M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$118M
2
Fidelity International
2
Fidelity International
Bermuda
$381M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$192M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$366M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M
3
Invesco
3
Invesco
Georgia
$112M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$321M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
201
Lazard Asset Management
New York
$245K +$46.6K +1,113 +24%
CAM
202
Cresset Asset Management
Illinois
$227K -$16.8K -399 -7%
Wolverine Trading
203
Wolverine Trading
Illinois
$225K +$225K +5,343 New
PWPS
204
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +5,281 New
HWM
205
HB Wealth Management
Georgia
$214K +$214K +5,096 New
MFWP
206
Mosaic Family Wealth Partners
Missouri
$213K +$213K +5,065 New
CI
207
Cigna Investments
Connecticut
$211K +$211K +4,974 New
Two Sigma Advisers
208
Two Sigma Advisers
New York
$210K -$256K -6,100 -55%
HF
209
HRT Financial
New York
$201K +$201K +4,801 New
OPS
210
Orion Portfolio Solutions
Nebraska
$200K +$200K +4,848 New
BCI
211
Brinker Capital Investments
Pennsylvania
$200K +$200K +4,848 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$197K +$43K +1,023 +28%
LSV Asset Management
213
LSV Asset Management
Illinois
$181K – – –
JWM
214
Janiczek Wealth Management
Colorado
$144K +$3.15K +75 +2%
TAIM
215
Te Ahumairangi Investment Management
New Zealand
$137K -$4.36M -103,516 -97%
T
216
TOBAM
France
$135K -$62.2K -1,475 -32%
QCG
217
Quadrant Capital Group
Ohio
$125K +$6.14K +146 +5%
UM
218
UniSuper Management
Australia
$106K – – –
Bessemer Group
219
Bessemer Group
New Jersey
$104K – – –
W
220
WealthCollab
Washington
$92.8K +$92.8K +2,208 New
EWA
221
EverSource Wealth Advisors
Alabama
$91.9K +$14K +334 +18%
RhumbLine Advisers
222
RhumbLine Advisers
Massachusetts
$87.2K -$3.15K -75 -3%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$80K -$33.3K -800 -29%
GIS
224
Grayhawk Investment Strategies
Alberta, Canada
$56.1K – – –
AssetMark Inc
225
AssetMark Inc
California
$47.8K +$47.8K +1,138 New
7 8
9
10 11