Open Text
OTEX
283 hedge funds and large institutions have $4.95B invested in Open Text in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 100 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
12% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 42
2% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 98
1% more funds holding
Funds holding: 281 → 283 (+2)
1.71% less ownership
Funds ownership: 67.44% → 65.73% (-1.7%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
28% less capital inflows, than outflows
Capital inflows: $472M | Capital outflows: $656M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$79.6M |
| 2 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$60.2M |
| 3 |
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 |
Harris Associates
Chicago,
Illinois
|
-$118M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$110M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$97M |
| 4 |
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
-$66.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$39.9M |
OTEX Hedge Fund Activity: Q4 2024 in Review
283 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2024, worth a combined $4.95B — down 18% from $6.03B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new OTEX positions and 42 closed out — a net gain of 5 holders — while 100 added to existing stakes and 98 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $79.6M. The largest seller was Harris Associates, cutting an estimated $118M.
- 283 institutional investors held Open Text (OTEX) as of Q4 2024, up from 281 in Q3 2024.
- Funds reported $4.95B of Open Text stock for Q4 2024, down 18% quarter-over-quarter.
- 47 funds opened new Open Text positions in Q4 2024 and 42 closed out, a net change of +5 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 Harris Associates, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2024.