Open Text
OTEX
280 hedge funds and large institutions have $4.96B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 42 closing their positions.
94% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $5.56M
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
1% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 98
0% more funds holding
Funds holding: 280 → 280 (0)
2.52% less ownership
Funds ownership: 68.32% → 65.8% (-2.5%)
19% less capital invested
Capital invested by funds: $6.13B → $4.96B (-$1.18B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$79.6M |
| 2 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$60.2M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$31.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPI
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
-$133M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$118M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$110M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$97M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$39.9M |
OTEX Hedge Fund Activity: Q4 2024 in Review
280 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2024, worth a combined $4.96B — down 19% from $6.13B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OTEX positions and 42 closed out — a net gain of 3 holders — while 99 added to existing stakes and 98 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $79.6M. The largest seller was Value Partners Investments, cutting an estimated $133M.
- 280 institutional investors held Open Text (OTEX) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $4.96B of Open Text stock for Q4 2024, down 19% quarter-over-quarter.
- 45 funds opened new Open Text positions in Q4 2024 and 42 closed out, a net change of +3 holders.
- The largest Open Text buyer in Q4 2024 was Arrowstreet Capital, an estimated $79.6M added.
- The largest Open Text seller in Q4 2024 was Value Partners Investments, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2024.