Free Trial

Open Text (OTEX) Institutional Ownership

Open Text logo
$27.78 -0.35 (-1.24%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Open Text (NASDAQ:OTEX)

Current
Institutional Ownership
Percentage
70.37%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$877.22M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$484.47M
Get OTEX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Open Text stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

OTEX Institutional Buying and Selling by Quarter

Open Text Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC44,662$1.27M0.0%+11.5%0.017%
1/16/2025 Crossmark Global Holdings Inc.329,760$9.34M0.2%-2.1%0.125%
1/16/2025 Addenda Capital Inc.224,504$6.36M0.3%-32.4%0.085%
1/15/2025 Canoe Financial LP150,000$4.24M0.1%+127.3%0.057%
1/15/2025 Wedge Capital Management L L P NC83,771$2.37M0.0%N/A0.032%
1/15/2025 Legacy Wealth Asset Management LLC15,853$449K0.1%-19.0%0.006%
1/14/2025 Assenagon Asset Management S.A.19,921$563K0.0%+5.6%0.008%
12/26/2024JPMorgan Chase & Co.1,116,949$37.17M0.0%-1.7%0.422%
12/10/2024DGS Capital Management LLC25,947$864K0.2%-4.5%0.010%
11/27/2024Franklin Resources Inc.205,891$7.09M0.0%+19.9%0.078%
11/25/2024Wilmington Savings Fund Society FSB14,983$499K0.0%N/A0.006%
11/18/2024Toronto Dominion Bank576,105$19.17M0.0%+169.6%0.217%
11/16/2024Geode Capital Management LLC1,397,853$46.46M0.0%+4.6%0.526%
11/15/2024Public Employees Retirement System of Ohio45,668$1.52M0.0%N/A0.017%
11/15/2024National Bank of Canada FI4,068,116$135.40M0.2%+1.1%1.530%
11/15/2024Wellington Management Group LLP200,305$6.68M0.0%+45.7%0.075%
11/15/2024Stifel Financial Corp67,058$2.23M0.0%N/A0.025%
11/15/2024Point72 Asset Management L.P.9,732$324K0.0%N/A0.004%
11/15/2024Investment Management Corp of Ontario11,945$398K0.0%-9.1%0.004%
11/15/2024Harris Associates L P12,804,392$426.18M0.6%-0.7%4.816%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp86,260$2.87M0.0%+126.1%0.032%
11/14/2024PDT Partners LLC97,714$3.25M0.3%N/A0.037%
11/14/2024Verition Fund Management LLC28,538$950K0.0%N/A0.011%
11/14/2024Captrust Financial Advisors22,933$763K0.0%-45.6%0.009%
11/14/2024Hantz Financial Services Inc.34,294$1.14M0.0%N/A0.013%
11/14/2024Northwest & Ethical Investments L.P.148,188$4.93M0.1%+6.5%0.056%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC454,838$15.14M0.0%-11.0%0.171%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank64,690$2.16M0.0%+30.8%0.024%
11/13/2024Bridgewater Associates LP37,726$1.26M0.0%N/A0.014%
11/13/2024BNP Paribas Financial Markets11,093$369K0.0%+3.3%0.004%
11/13/2024FMR LLC8,303,950$276.40M0.0%-9.0%3.123%
11/13/2024The Manufacturers Life Insurance Company5,642,455$187.95M0.2%+1.1%2.122%
11/13/2024CDAM UK Ltd2,212,637$73.64M10.9%-4.6%0.832%
11/13/2024DRW Securities LLC9,400$313K0.0%N/A0.004%
11/12/2024Centaurus Financial Inc.29,432$979K0.1%-3.1%0.011%
11/12/2024Cerity Partners LLC34,307$1.14M0.0%+12.6%0.013%
11/12/2024Citigroup Inc.147,185$4.91M0.0%+49.1%0.055%
11/12/2024Charles Schwab Investment Management Inc.672,532$22.41M0.0%+1.8%0.253%
11/9/2024Intech Investment Management LLC53,958$1.80M0.0%-15.9%0.020%
11/8/2024Scheer Rowlett & Associates Investment Management Ltd.196,899$6.55M0.5%+1.2%0.074%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

11/8/2024Ontario Teachers Pension Plan Board39,885$1.33M0.0%+105.8%0.015%
11/8/2024Advisors Asset Management Inc.1,983$66K0.0%-79.1%0.001%
11/8/2024 Avior Wealth Management LLC40,062$1.33M0.1%-10.5%0.015%
11/7/2024Swiss National Bank809,900$27.00M0.0%-0.8%0.305%
11/6/2024Natixis Advisors LLC44,091$1.47M0.0%N/A0.017%
11/6/2024Royce & Associates LP105,735$3.52M0.0%-46.3%0.040%
11/6/2024CIBC Asset Management Inc1,020,971$34.07M0.1%-0.1%0.384%
11/6/2024Metis Global Partners LLC13,076$435K0.0%-8.6%0.005%
11/6/2024Oppenheimer Asset Management Inc.9,967$332K0.0%N/A0.004%
11/6/2024Saturna Capital Corp41,440$1.38M0.0%+9.7%0.016%
11/5/2024New South Capital Management Inc.2,543,084$84.63M3.5%-1.6%0.958%
11/4/2024Access Investment Management LLC195,570$6.51M2.0%N/A0.074%
11/4/2024Meritage Portfolio Management108,405$3.61M0.2%-3.6%0.041%
11/4/2024 Crossmark Global Holdings Inc.336,790$11.21M0.2%+1,290.4%0.127%
11/1/2024Bridges Investment Management Inc.47,330$1.58M0.0%+13.9%0.018%
11/1/2024Easterly Investment Partners LLC509,800$16.97M1.4%+5.6%0.192%
10/30/2024Gulf International Bank UK Ltd1,076$35K0.0%-44.0%0.000%
10/30/2024Moloney Securities Asset Management LLC80,428$2.68M0.4%+5.1%0.030%
10/30/2024Henry James International Management Inc.110,284$3.67M1.3%-6.5%0.042%
10/30/2024Intact Investment Management Inc.256,240$8.53M0.3%-27.1%0.096%
10/29/2024Van ECK Associates Corp21,476$705K0.0%+5.8%0.008%
10/29/2024Farther Finance Advisors LLC8,701$290K0.0%+74.6%0.003%
10/28/2024AustralianSuper Pty Ltd240,683$8.01M0.0%N/A0.091%
10/28/2024US Bancorp DE34,366$1.14M0.0%-7.7%0.013%
10/25/2024 Galibier Capital Management Ltd.404,175$13.47M3.0%+1.3%0.152%
10/24/2024 Canoe Financial LP66,000$2.18M0.1%+33.6%0.024%
10/24/2024DekaBank Deutsche Girozentrale91,783$3.02M0.0%+13.5%0.034%
10/24/2024Forsta AP Fonden198,500$6.62M0.1%+157.8%0.074%
10/23/2024Cromwell Holdings LLC1,663$55K0.0%+29.6%0.001%
10/23/2024 Legacy Wealth Asset Management LLC19,574$651K0.2%N/A0.007%
10/23/2024 Assenagon Asset Management S.A.18,872$629K0.0%+1.7%0.007%
10/23/2024DORCHESTER WEALTH MANAGEMENT Co253,184$8.30M1.5%+4.0%0.095%
10/22/2024 International Assets Investment Management LLC13,978$465K0.0%N/A0.005%
10/19/2024Allspring Global Investments Holdings LLC127,210$4.24M0.0%+28,811.4%0.048%
10/19/2024Essex LLC6,310$210K0.0%N/A0.002%
10/18/2024Blue Trust Inc.975$32K0.0%+435.7%0.000%
10/18/2024Net Worth Advisory Group6,794$226K0.1%N/A0.003%
10/16/2024Vontobel Holding Ltd.55,751$1.86M0.0%-3.8%0.021%
10/15/2024NBC Securities Inc.8,381$278K0.0%N/A0.003%
10/11/2024Creative Planning30,102$1.00M0.0%+23.7%0.011%
10/9/2024Juncture Wealth Strategies LLC21,883$728K0.3%N/A0.008%
10/9/2024Tobam6,285$209K0.0%-84.3%0.002%
10/7/2024Value Partners Investments Inc.2,342,166$77.95M2.3%+2.2%0.877%
9/23/2024Centaurus Financial Inc.30,360$912K0.1%-4.0%0.011%
9/16/2024Cubist Systematic Strategies LLC82,577$2.48M0.0%+1,699.8%0.031%
8/27/2024Clearbridge Investments LLC2,954,755$88.75M0.1%+6.9%1.095%
8/21/2024Truist Financial Corp17,128$515K0.0%-3.8%0.006%
8/19/2024Brandes Investment Partners LP1,834,835$55.06M0.7%+236.8%0.680%
8/19/2024Kimelman & Baird LLC1,200$36K0.0%N/A0.000%
8/16/2024Creative Planning24,342$731K0.0%+23.1%0.009%
Donald Trump is about to free crypto from its chains … (Ad)

With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only set to be released from its constraints … it could be about to explode. Trump has vowed to roll back Biden’s “crusade against crypto” on his first day in office.

This coin may be Trump’s favorite crypto …
8/16/2024MidWestOne Financial Group Inc.55,902$1.68M0.3%+15.0%0.021%
8/15/2024Mackenzie Financial Corp6,782,072$203.68M0.3%-1.0%2.513%
8/15/2024The Manufacturers Life Insurance Company5,578,835$167.28M0.2%+25.1%2.067%
8/15/2024APG Asset Management N.V.295,965$8.29M0.0%-0.5%0.110%
8/15/2024Toronto Dominion Bank213,683$6.42M0.0%+51.5%0.079%
8/14/2024Cubist Systematic Strategies LLC82,577$2.48M0.0%+1,699.8%0.031%
8/14/2024Aristeia Capital L.L.C.13,953$419K0.0%N/A0.005%
8/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp38,149$1.15M0.0%+186.0%0.014%
8/14/2024Bank of Montreal Can4,353,573$129.41M0.1%-20.4%1.626%
8/14/2024EverSource Wealth Advisors LLC929$29K0.0%-57.7%0.000%
(Data available from 1/1/2016 forward)

OTEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTEX shares?

During the previous two years, 253 institutional investors and hedge funds held shares of Open Text. The most heavily invested institutionals were JARISLOWSKY FRASER Ltd ($471.42M), Harris Associates L P ($426.18M), Vanguard Group Inc. ($401.69M), FIL Ltd ($380.70M), Beutel Goodman & Co Ltd. ($365.80M), Royal Bank of Canada ($363.39M), and First Trust Advisors LP ($292.82M).Learn more on OTEX's institutional investors.

What percentage of Open Text stock is owned by institutional investors?

70.37% of Open Text stock is owned by institutional investors. Learn more on OTEX's institutional investor holdings.

Which institutional investors have been buying Open Text stock?

Of the 218 institutional investors that purchased Open Text stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FIL Ltd ($7.56M), Bank of Montreal Can ($5.27M), First Trust Advisors LP ($4.00M), Harris Associates L P ($3.51M), Norges Bank ($3.32M), Clearbridge Investments LLC ($2.99M), and Jarislowsky Fraser Ltd ($2.70M).

How much institutional buying is happening at Open Text?

Institutional investors have bought a total of 60,828,577 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

Which Open Text major shareholders have been selling company stock?

Of the 139 institutional investors that sold Open Text stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($6.40M), Harris Associates L P ($4.33M), Franklin Resources Inc. ($3.79M), American Century Companies Inc. ($2.62M), Mackenzie Financial Corp ($2.42M), Cooke & Bieler LP ($1.76M), and Fiera Capital Corp ($1.61M).

How much institutional selling is happening at Open Text?

Institutional investors have sold a total of 43,078,015 shares in the last 24 months. This volume of shares sold represents approximately $1.59B in transactions.



This page (NASDAQ:OTEX) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners