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Overview Fund Activity

278 hedge funds and large institutions have $6.02B invested in Open Text in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+28
Holders Change %
+11.2%
% of All Funds
4.02%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
56
Increased
99
Reduced
86
Closed
27
Calls
$17.1M
Puts
$10.5M
Net Calls
+$6.56M
Net Calls Change
-$3.72M

Top Buyers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$184M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$113M
3
BIP
3
Brandes Investment Partners
California
$116M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$553M
5
Millennium Management
5
Millennium Management
New York
$26.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$356M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$197M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$276M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
201
Beacon Pointe Advisors
California
$244K +$244K +7,336 New
HWM
202
HB Wealth Management
Georgia
$227K +$227K +6,814 New
NWAG
203
Net Worth Advisory Group
Utah
$226K +$226K +6,794 New
Massachusetts Financial Services
204
Massachusetts Financial Services
Massachusetts
$222K -$5.62K -169 -2%
EL
205
Essex LLC
Illinois
$210K +$210K +6,310 New
S
206
SimplyRich
California
$209K -$30.3K -911 -13%
LNWWM
207
Laird Norton Wetherby Wealth Management
California
$209K +$209K +6,273 New
Osaic Holdings
208
Osaic Holdings
Arizona
$176K -$41.5K -1,247 -19%
LSV Asset Management
209
LSV Asset Management
Illinois
$143K – – –
Walleye Trading
210
Walleye Trading
New York
$93.1K +$93.1K +2,796 New
Bessemer Group
211
Bessemer Group
New Jersey
$82K – – –
C
212
Covestor
United Kingdom
$82K – – –
Mitsubishi UFJ Asset Management
213
Mitsubishi UFJ Asset Management
Japan
$76K +$76K +2,284 New
AF
214
Allworth Financial
California
$70.7K +$2.8K +84 +4%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$69.5K -$23.7K -711 -25%
AAM
216
Advisors Asset Management
Colorado
$66K -$250K -7,522 -79%
QCG
217
Quadrant Capital Group
Ohio
$58.8K -$1.66K -50 -3%
AA
218
Alta Advisers
United Kingdom
$56.3K +$56.3K +1,688 New
CH
219
Cromwell Holdings
Wyoming
$55.3K +$12.6K +380 +30%
TRCT
220
Tower Research Capital (TRC)
New York
$49.5K -$147K -4,407 -75%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$49.4K +$30.1K +904 +156%
W
222
WealthCollab
Washington
$44.6K +$1.4K +42 +3%
RhumbLine Advisers
223
RhumbLine Advisers
Massachusetts
$42.9K – – –
KB
224
Kimelman & Baird
New York
$39.9K – – –
GIBU
225
Gulf International Bank (UK)
United Kingdom
$35K -$27.6K -847 -44%
7 8
9
10 11