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Overview Fund Activity

273 hedge funds and large institutions have $6.99B invested in Open Text in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
35
Increased
101
Reduced
97
Closed
37
Calls
$14.7M
Puts
$5.53M
Net Calls
+$9.16M
Net Calls Change
+$15M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$533M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$321M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
5
GC
Guardian Capital
Ontario, Canada
$129M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M
2
CB
Cooke & Bieler
Pennsylvania
$181M
3
Fidelity International
Fidelity International
Bermuda
$309M
4
Amundi
Amundi
France
$16.5M
5
Harris Associates
Harris Associates
Illinois
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
UM
201
UniSuper Management
Australia
$205K +$105K +2,000 +105%
LPL Financial
202
LPL Financial
California
$203K -$31.5K -810 -13%
CSS
203
Cubist Systematic Strategies
Connecticut
$178K -$1.06M -27,405 -86%
Point72 Asset Management
204
Point72 Asset Management
Connecticut
$171K -$148K -3,800 -46%
QT
205
Quantbot Technologies
New York
$170K -$470K -12,100 -73%
LSV Asset Management
206
LSV Asset Management
Illinois
$167K – – –
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$153K -$29.5K -760 -16%
JWM
208
Janiczek Wealth Management
Colorado
$133K – – –
Bessemer Group
209
Bessemer Group
New Jersey
$96K – – –
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$79.6K -$971 -25 -1%
EWA
211
EverSource Wealth Advisors
Alabama
$77.5K +$318 +9 +0.4%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$74K – – –
QCG
213
Quadrant Capital Group
Ohio
$72.1K -$43.6K -1,124 -38%
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$64.2K -$5.23M -134,610 -99%
W
215
WealthCollab
Washington
$62.3K -$23.4K -603 -27%
GIS
216
Grayhawk Investment Strategies
Alberta, Canada
$52.9K – – –
AssetMark Inc
217
AssetMark Inc
California
$52.1K +$7.96K +205 +18%
TRCT
218
Tower Research Capital (TRC)
New York
$51.9K +$35.6K +916 +219%
IPW
219
Impact Partnership Wealth
Georgia
$40.5K – – –
PA
220
Parallel Advisors
California
$39.8K +$4.31K +111 +12%
CFM
221
Catalyst Funds Management
Australia
$38.8K +$38.8K +1,000 New
AF
222
Allworth Financial
California
$38K +$854 +22 +2%
FFA
223
Farther Finance Advisors
California
$37.8K +$1.08K +28 +3%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$33K -$309 -8 -0.9%
HT
225
Headlands Technologies
Illinois
$32.3K +$32.3K +831 New
7 8
9
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