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XCRA

Xcerra Corporation
XCRA

Delisted

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

148 hedge funds and large institutions have $371M invested in Xcerra Corporation in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2% more funds holding

Funds holding: 145148 (+3)

10% less capital invested

Capital invested by funds: $414M → $371M (-$43.2M)

23% less call options, than puts

Call options by funds: $48K | Put options by funds: $62K

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
64
Reduced
46
Closed
23
Calls
$48K
Puts
$62K
Net Calls
-$14K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$32.9M +$2.12M +236,461 +6%
RA
2
Royce & Associates
New York
$21.9M -$3.15M -351,629 -11%
SFM
3
Systematic Financial Management
New Jersey
$19.5M +$8.94M +996,048 +63%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.5M +$1.4M +155,666 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.2M +$336K +37,402 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$13.1M +$8.07M +899,300 +108%
Ameriprise
7
Ameriprise
Minnesota
$12.8M +$336K +37,431 +2%
SAM
8
Sentinel Asset Management
Vermont
$11.6M
NC
9
Nokomis Capital
Texas
$11.6M -$4.14M -461,943 -23%
BIT
10
BlackRock Institutional Trust
California
$11.5M -$705K -78,564 -5%
PCMI
11
Paradigm Capital Management Inc
New York
$11.1M -$1.6M -178,300 -11%
BFA
12
BlackRock Fund Advisors
California
$10.6M -$556K -62,016 -4%
SAM
13
Skyline Asset Management
Illinois
$10.6M +$388K +43,300 +3%
Boston Partners
14
Boston Partners
Massachusetts
$10.3M +$3.91M +435,859 +47%
Wells Fargo
15
Wells Fargo
California
$10.2M +$6.76M +753,485 +127%
RFC
16
Russell Frank Company
Washington
$9.74M +$7.73M +862,180 +203%
State Street
17
State Street
Massachusetts
$9.28M +$3.13M +349,040 +40%
HCS
18
Harvest Capital Strategies
California
$8.33M -$5.38M -600,000 -35%
Northern Trust
19
Northern Trust
Illinois
$7.63M +$627K +69,931 +7%
PI
20
Putnam Investments
Massachusetts
$6.59M -$2.21M -245,991 -22%
Allianz Asset Management
21
Allianz Asset Management
Germany
$4.85M +$33.5K +3,737 +0.6%
IIM
22
Ironwood Investment Management
Massachusetts
$4.14M -$1.3M -144,522 -21%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$3.79M +$359K +40,000 +9%
DADC
24
D.A. Davidson & Co
Montana
$3.72M -$13.9K -1,552 -0.3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.68M +$1.23M +137,359 +39%

XCRA Hedge Fund Activity: Q2 2015 in Review

148 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Xcerra Corporation (XCRA) for Q2 2015, worth a combined $371M — down 10% from $414M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XCRA positions and 23 closed out — a net gain of 3 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $8.94M. The largest seller was THB Asset Management, exiting entirely with an estimated $9.39M sold.

  • 148 institutional investors held Xcerra Corporation (XCRA) as of Q2 2015, up from 145 in Q1 2015.
  • Funds reported $371M of Xcerra Corporation stock for Q2 2015, down 10% quarter-over-quarter.
  • 26 funds opened new Xcerra Corporation positions in Q2 2015 and 23 closed out, a net change of +3 holders.
  • The largest Xcerra Corporation buyer in Q2 2015 was Systematic Financial Management, an estimated $8.94M added.
  • The largest Xcerra Corporation seller in Q2 2015 was THB Asset Management, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2015.