Magic Software Enterprises

MGIC • NASDAQ

Magic Software Enterprises is a information technology services company in the technology sector on NASDAQ, led by Guy Bernstein, with a market cap of $1.3B. As of Q3 2025, 19% of shares are held by 76 institutional investors, with Clal Insurance Enterprises Holdings Ltd as the largest holder at 6.97%.

CEOGuy Bernstein

Market Cap$1.3B

Information Technology Services

Technology

Employees3.6K

Websitemagicsoftware.com

Overview

Overview of institutional ownership in MGIC as of Q3 2025 with a market cap of $1.0B

All Institutions

Institutions: 76
Value Held: $194.4M
Shares Held: 9.5M
Avg Position: $2.6M
Median Position: $288.8K

Hedge Funds

Hedge Funds: 3
Value Held: $9.2M
Shares Held: 450.0K
Avg Position: $3.1M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

18.48%

$185.2M

Hedge Funds

0.916%

$9.2M

Retail & Other

80.61%

$807.8M

Based on market cap of $1.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MGIC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Clal Insurance Enterprises Holdings Ltd Institution	-	$69.8M 0.59% of portfolio	6.97% 3.4M shares	Q1 2017 Held for 8y 8m	$11.7B
H Harel Insurance Investments & Financial Services Ltd. Institution	-	$56.4M 0.57% of portfolio	5.63% 2.8M shares	Q1 2025 Held for 8 months	$9.8B
P Phoenix Holdings Ltd. Institution	-	$10.0M 0.12% of portfolio	0.99% 488.4K shares	Q3 2019 Held for 6y 2m	$8.3B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$7.7M 0.01% of portfolio	0.76% 375.2K shares	Q3 2014 Held for 11y 2m	$75.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$5.8M 0.00% of portfolio	0.57% 282.0K shares	Q3 2016 Held for 9y 2m	$466.32B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$5.1M 0.00% of portfolio	0.50% 247.8K shares	Q1 2020 Held for 5y 8m	$691.34B
Y Y.D. More Investments Ltd Institution	-	$4.7M 0.27% of portfolio	0.47% 231.8K shares	Q2 2024 Held for 1y 5m	$1.7B
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	Gillian Morna Therese Savage CEO	$3.8M 0.01% of portfolio	0.38% 185.9K shares	Q3 2018 Held for 7y 2m	$51.5B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$2.4M 0.00% of portfolio	0.24% 115.5K shares	Q3 2025 Held for 2 months	$317.45B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$2.2M 0.00% of portfolio	0.22% 107.0K shares	Q4 2024 Held for 11 months	$556.34B

Net Capital Flow

Institutional buying and selling activity for MGIC in Q3 2025

Traded: −$1.3M
Buyers: 36
Sellers: 27
Total Bought: +$11.6M
Total Sold: −$13.0M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$2.4M +115.5K shares	$2.4M 115.5K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	+$1.9M +94.2K shares	$1.9M 94.2K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.4M +70.2K shares	$1.4M 70.2K shares
GOLDMAN SACHS GROUP INC Institution	+$1.4M +67.5K shares	$5.1M 247.8K shares
Y Y.D. More Investments Ltd Institution	+$864.2K +42.4K shares	$4.7M 231.8K shares
UBS Group AG Institution	+$815.2K +39.9K shares	$1.9M 91.1K shares
Q Quadrature Capital Ltd Institution	+$560.9K +27.5K shares	$560.9K 27.5K shares
NORTHERN TRUST CORP Institution	+$380.3K +18.6K shares	$380.3K 18.6K shares
C CAPROCK Group, Inc. Fund of Funds	+$306.3K +15.1K shares	$306.3K 15.1K shares
BB&T CORP Institution	+$299.7K +14.7K shares	$605.9K 29.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
P Phoenix Holdings Ltd. Institution	−$3.9M −190.0K shares	$10.0M 488.4K shares
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	−$3.4M −178.3K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$2.4M −126.3K shares	Sold Off 0 shares
ARK Investment Management LLC ETF Provider	−$675.4K −33.1K shares	$1.9M 91.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$523.0K −27.4K shares	Sold Off 0 shares
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	−$401.5K −21.0K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$343.2K −16.8K shares	$1.5M 72.1K shares
Ashton Thomas Private Wealth, LLC RIA/Wealth	−$298.4K −15.6K shares	Sold Off 0 shares
C Corton Capital Inc. Institution	−$285.7K −14.9K shares	Sold Off 0 shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$199.7K −10.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MGIC in Q3 2025

New Positions: 7
New Value: $1.8M
Exited Positions: 11
Exited Value: $7.6M

New Positions

Institution	Position Value
FIRST TRUST ADVISORS LP ETF Provider	$1.4M 70.2K shares
C CAPROCK Group, Inc. Fund of Funds	$306.3K 15.1K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$62.1K 3.0K shares
A Advisory Services Network, LLC RIA/Wealth	$10.8K 527.0 shares
MCF Advisors LLC RIA/Wealth	$3.3K 160.0 shares
Global Retirement Partners, LLC RIA/Wealth	$1.3K 66.0 shares
Larson Financial Group LLC RIA/Wealth	$327.0 16.0 shares

Exited Positions

Institution	Previous Position
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	$3.4M 178.3K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$2.4M 126.3K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$523.0K 27.4K shares
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	$401.5K 21.0K shares
Ashton Thomas Private Wealth, LLC RIA/Wealth	$298.4K 15.6K shares
C Corton Capital Inc. Institution	$285.7K 14.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$199.7K 10.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$33.3K 1.7K shares
S SIMPLEX TRADING, LLC Institution	$26.6K 1.4K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$911.0 50.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MGIC as of Q3 2025

Call Positions: 2
Call Value: $251.0K
Put Positions: 2
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$251.0K 123.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with MGIC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Clal Insurance Enterprises Holdings Ltd Institution	-	0.59% $69.8M	6.97% 3.4M shares	Q1 2017 Held for 8y 8m	$11.7B
H Harel Insurance Investments & Financial Services Ltd. Institution	-	0.57% $56.4M	5.63% 2.8M shares	Q1 2025 Held for 8 months	$9.8B
Y Y.D. More Investments Ltd Institution	-	0.27% $4.7M	0.47% 231.8K shares	Q2 2024 Held for 1y 5m	$1.7B
Y Yelin Lapidot Holdings Management Ltd. Institution	-	0.27% $1.3M	0.13% 62.1K shares	Q3 2023 Held for 2y 2m	$476.2M
NAPLES GLOBAL ADVISORS, LLC RIA/Wealth	Michael H. Morris CEO	0.16% $2.1M	0.21% 102.2K shares	Q4 2017 Held for 7y 11m	$1.3B
P Phoenix Holdings Ltd. Institution	-	0.12% $10.0M	0.99% 488.4K shares	Q3 2019 Held for 6y 2m	$8.3B
Colonial River Wealth Management, LLC RIA/Wealth	Devin J Garofalo President	0.12% $319.6K	0.03% 15.7K shares	Q4 2023 Held for 1y 11m	$271.4M
CWM Advisors, LLC ETF Provider	Robert John Netzly CEO	0.11% $1.1M	0.11% 53.8K shares	Q3 2024 Held for 1y 2m	$1.0B
E EAGLE GLOBAL ADVISORS LLC Hedge Fund•Multi-Strategy	John Fernando Gualy Managing Partner	0.06% $1.5M	0.15% 72.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.6B
GHP Investment Advisors, Inc. RIA/Wealth	Carin Dawn Wagner President	0.05% $1.2M	0.12% 56.8K shares	Q1 2016 Held for 9y 8m	$2.4B

Hedge Fund Spotlight

Discover hedge funds investing in MGIC

EAGLE GLOBAL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJohn Fernando Gualy

Portfolio Value: $2.6B
Positions: 275
Last Reported: Q3 2025

Sector Allocation

Position in Magic Software Enterprises

Market Value: $1.5M
Shares Held: 72.8K
Portfolio Weight: 0.06%
Owned Since: 2013-Q2

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