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XCRA

Xcerra Corporation
XCRA

Delisted

XCRA was delisted on the 28th of September, 2018.

115 hedge funds and large institutions have $320M invested in Xcerra Corporation in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,184% more call options, than puts

Call options by funds: $411K | Put options by funds: $32K

8% more capital invested

Capital invested by funds: $296M → $320M (+$24.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 123115 (-8)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
38
Reduced
48
Closed
16
Calls
$411K
Puts
$32K
Net Calls
+$379K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$29.3M -$370K -41,200 -1%
MCM
2
Munder Capital Management
Michigan
$19M +$17.9M +1,987,601 +1,397%
NC
3
Nokomis Capital
Texas
$18.2M -$2.68M -298,810 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.8M +$384K +42,764 +2%
SFM
5
Systematic Financial Management
New Jersey
$14.6M -$354K -39,453 -2%
HCS
6
Harvest Capital Strategies
California
$14.5M -$1.12M -125,000 -7%
BIT
7
BlackRock Institutional Trust
California
$13.5M +$571K +63,526 +4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.2M +$510K +56,759 +4%
BFA
9
BlackRock Fund Advisors
California
$11.8M +$59.8K +6,654 +0.5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.65M -$210K -23,352 -2%
IIM
11
Ironwood Investment Management
Massachusetts
$8.52M -$632K -70,404 -7%
RFC
12
Russell Frank Company
Washington
$8.47M +$1.77M +196,743 +28%
Ameriprise
13
Ameriprise
Minnesota
$8.34M -$282K -31,374 -3%
PWAM
14
Park West Asset Management
California
$8.02M -$3.02M -335,881 -27%
Northern Trust
15
Northern Trust
Illinois
$7.79M -$496K -55,200 -6%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.06M +$752K +83,707 +12%
State Street
17
State Street
Massachusetts
$6.97M -$216 -24 -0%
TAM
18
THB Asset Management
Connecticut
$6.5M +$673K +74,990 +11%
NAM
19
Nichols Asset Management
Massachusetts
$5.56M -$444K -49,444 -7%
LSC
20
Lyon Street Capital
California
$5.52M +$700K +77,929 +14%
TAM
21
Tocqueville Asset Management
New York
$4.37M -$13.9M -1,548,550 -76%
6CM
22
683 Capital Management
New York
$4.01M -$2.69M -300,000 -40%
CM
23
Castleark Management
Illinois
$3.98M +$4.01M +446,481 New
KCM
24
Kennedy Capital Management
Missouri
$3.77M -$1.18M -131,287 -24%
DADC
25
D.A. Davidson & Co
Montana
$3.67M +$284K +31,573 +8%

XCRA Hedge Fund Activity: Q1 2014 in Review

115 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Xcerra Corporation (XCRA) for Q1 2014, worth a combined $320M — up 8.3% from $296M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of XCRA and 8 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 38 added.

The largest buyer was Munder Capital Management, adding an estimated $17.9M. The largest seller was Tocqueville Asset Management, cutting an estimated $13.9M.

  • 115 institutional investors held Xcerra Corporation (XCRA) as of Q1 2014, down from 123 in Q4 2013.
  • Funds reported $320M of Xcerra Corporation stock for Q1 2014, up 8.3% quarter-over-quarter.
  • 8 funds opened new Xcerra Corporation positions in Q1 2014 and 16 closed out, a net change of -8 holders.
  • The largest Xcerra Corporation buyer in Q1 2014 was Munder Capital Management, an estimated $17.9M added.
  • The largest Xcerra Corporation seller in Q1 2014 was Tocqueville Asset Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2014.