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Overview Fund Activity

279 hedge funds and large institutions have $4.95B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
46
Increased
98
Reduced
97
Closed
42
Calls
$10.8M
Puts
$5.56M
Net Calls
+$5.23M
Net Calls Change
-$1.33M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$170M
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$523M
3
BIP
3
Brandes Investment Partners
California
$128M
4
Bank of America
4
Bank of America
North Carolina
$45.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$206M

Top Sellers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$12.7M
2
Harris Associates
2
Harris Associates
Illinois
$254M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$146M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
201
APG Asset Management US
New York
$236K +$236K +8,359 New
Credit Agricole
202
Credit Agricole
France
$209K -$15.4K -545 -7%
UM
203
UniSuper Management
Australia
$207K -$380K -9,348 -65%
AAM
204
Advisors Asset Management
Colorado
$173K +$117K +4,135 +209%
PIM
205
Plato Investment Management
Australia
$138K +$138K +4,873 New
PAM
206
Parvin Asset Management
South Dakota
$128K +$128K +4,535 New
CF
207
Centaurus Financial
California
$116K -$716K -25,330 -86%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$105K +$105K +3,762 New
T
209
TOBAM
France
$98K -$157K -3,869 -62%
N
210
Natixis
France
$89.5K +$81.9K +2,892 +1,075%
GAM
211
Generali Asset Management
Italy
$89.2K +$89.2K +2,193 New
AF
212
Allworth Financial
California
$72.8K +$12.5K +439 +21%
C
213
Covestor
United Kingdom
$71K +$1.44K +51 +2%
Bessemer Group
214
Bessemer Group
New Jersey
$70K – – –
ACM
215
Aquatic Capital Management
Illinois
$59.8K +$59.8K +2,111 New
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$50.7K -$8.38K -296 -14%
QCG
217
Quadrant Capital Group
Ohio
$44.1K -$5.95K -210 -12%
CH
218
Cromwell Holdings
Wyoming
$41.1K -$6K -212 -13%
RhumbLine Advisers
219
RhumbLine Advisers
Massachusetts
$39.6K +$3.12K +110 +9%
Osaic Holdings
220
Osaic Holdings
Arizona
$39.5K -$110K -3,897 -74%
RI
221
Ridgewood Investments
New Jersey
$35.4K +$7.08K +250 +25%
KB
222
Kimelman & Baird
New York
$34K – – –
W
223
WealthCollab
Washington
$33.3K -$4.67K -165 -12%
MCM
224
MAI Capital Management
Ohio
$29.1K +$29.1K +1,027 New
GIS
225
Grayhawk Investment Strategies
Alberta, Canada
$28.7K +$28.7K +1,015 New
7 8
9
10 11