Amdocs Limited (DOX): A Bull Case Theory
We came across a bullish thesis on Amdocs Limited on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on DOX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 6,593,249 | $540,976,081 | +1% | 1.75% |
| 2. | AQR Capital Management Cliff Asness | 1,368,944 | $111,308,816 | +26% | 0.07% |
| 3. | Alyeska Investment Group Anand Parekh | 827,162 | $67,868,642 | -37% | 0.21% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 666,349 | $54,673,935 | +25% | 0.03% |
| 5. | Woodline Partners Michael Rockefeller And Karl Kroeker | 418,944 | $34,374,355 | +13% | 0.16% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,899,819 | $1,304,580,160 | 0.07% | |
| 2. | 3,681,393 | $302,058,256 | 0.01% | |
| 3. | 3,151,532 | $258,583,201 | 0.05% | |
| 4. | 3,111,312 | $252,856,326 | 0.41% | |
| 5. | 3,066,444 | $251,601,731 | 0% |