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XCRA

Xcerra Corporation
XCRA

Delisted

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

130 hedge funds and large institutions have $432M invested in Xcerra Corporation in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 131130 (-1)

3% less capital invested

Capital invested by funds: $445M → $432M (-$13.4M)

3% less call options, than puts

Call options by funds: $189K | Put options by funds: $195K

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
23
Increased
53
Reduced
40
Closed
20
Calls
$189K
Puts
$195K
Net Calls
-$6K
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$37.7M -$1.18M -138,770 -3%
RA
2
Royce & Associates
New York
$30.6M +$3.44M +405,900 +14%
Victory Capital Management
3
Victory Capital Management
Texas
$20.6M +$19M +2,244,178 New
NC
4
Nokomis Capital
Texas
$17.6M -$1.44M -169,411 -8%
HCS
5
Harvest Capital Strategies
California
$16.7M +$847K +100,000 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16.3M -$578K -68,199 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$15.1M +$277K +32,633 +2%
Ameriprise
8
Ameriprise
Minnesota
$14.7M -$436K -51,428 -3%
SFM
9
Systematic Financial Management
New Jersey
$14.6M +$3.02K +356 +0%
BIT
10
BlackRock Institutional Trust
California
$14.6M +$14.6K +1,722 +0.1%
BFA
11
BlackRock Fund Advisors
California
$13.4M +$1.76M +207,429 +17%
PCMI
12
Paradigm Capital Management Inc
New York
$11.6M +$459K +54,111 +4%
SAM
13
Sentinel Asset Management
Vermont
$11.4M +$1.54M +181,980 +17%
SAM
14
Skyline Asset Management
Illinois
$10.2M +$380K +44,800 +4%
TAM
15
THB Asset Management
Connecticut
$10.1M +$127K +14,978 +1%
PI
16
Putnam Investments
Massachusetts
$10.1M +$9.35M +1,103,601 New
RFC
17
Russell Frank Company
Washington
$9.93M +$2.76M +326,242 +43%
Northern Trust
18
Northern Trust
Illinois
$8.25M +$448K +52,875 +6%
State Street
19
State Street
Massachusetts
$7.4M +$208K +24,497 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.27M -$183K -21,601 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.26M +$163K +19,251 +2%
IIM
22
Ironwood Investment Management
Massachusetts
$6.79M -$339K -40,009 -5%
NAM
23
Nichols Asset Management
Massachusetts
$6.47M -$158K -18,662 -3%
Boston Partners
24
Boston Partners
Massachusetts
$6.3M +$5.83M +687,710 New
Allianz Asset Management
25
Allianz Asset Management
Germany
$5.75M +$1.38M +162,832 +35%

XCRA Hedge Fund Activity: Q4 2014 in Review

130 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Xcerra Corporation (XCRA) for Q4 2014, worth a combined $432M — down 3% from $445M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XCRA positions and 20 closed out — a net gain of 3 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $19M. The largest seller was Castleark Management, exiting entirely with an estimated $3.98M sold.

  • 130 institutional investors held Xcerra Corporation (XCRA) as of Q4 2014, down from 131 in Q3 2014.
  • Funds reported $432M of Xcerra Corporation stock for Q4 2014, down 3% quarter-over-quarter.
  • 23 funds opened new Xcerra Corporation positions in Q4 2014 and 20 closed out, a net change of +3 holders.
  • The largest Xcerra Corporation buyer in Q4 2014 was Victory Capital Management, an estimated $19M added.
  • The largest Xcerra Corporation seller in Q4 2014 was Castleark Management, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2014.