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145 hedge funds and large institutions have $377M invested in Xperi in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $326M → $377M (+$50.4M)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.58% less ownership

Funds ownership: 88.1%87.51% (-0.58%)

6% less funds holding

Funds holding: 154145 (-9)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $15K | Put options by funds: $4.69M

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
55
Reduced
51
Closed
28
Calls
$15K
Puts
$4.69M
Net Calls
-$4.68M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$3.54M +$342K +41,589 +12%
2C
27
272 Capital
Texas
$3.51M -$1.82M -221,195 -37%
WW
28
Waterfront Wealth
Kansas
$3.44M +$272K +33,070 +10%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$3.36M +$1.92M +233,987 +180%
TC
30
Tejara Capital
United Kingdom
$3.34M -$122K -14,807 -4%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.3M +$1.53M +186,066 +108%
Morgan Stanley
32
Morgan Stanley
New York
$3.26M -$337K -41,007 -10%
BFM
33
Boothbay Fund Management
New York
$3.06M -$101K -12,243 -4%
N
34
Nuveen
North Carolina
$2.84M +$1.1M +134,078 +77%
TCMG
35
TSP Capital Management Group
New Jersey
$2.22M -$372K -45,226 -16%
SC
36
Skylands Capital
Wisconsin
$2.01M +$8.22K +1,000 +0.5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.92M -$337K -41,011 -16%
WCM
38
Westerly Capital Management
California
$1.85M -$5.34M -650,000 -76%
MOACM
39
Mutual of America Capital Management
New York
$1.63M -$39.6K -4,818 -3%
Squarepoint
40
Squarepoint
New York
$1.53M -$3.47K -422 -0.3%
CM
41
Caption Management
Oklahoma
$1.51M -$122K -14,856 -8%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.46M -$201K -24,460 -13%
TSW
43
Thompson Siegel & Walmsley
Virginia
$1.41M +$995K +120,962 +379%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.36M +$757K +92,018 +167%
Ameriprise
45
Ameriprise
Minnesota
$1.34M -$1.93K -235 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.31M -$995K -121,000 -46%
EGM
47
Engineers Gate Manager
New York
$1.11M +$196K +23,796 +25%
MAM
48
Monaco Asset Management
Monaco
$958K -$8.22K -1,000 -1%
GC
49
Globeflex Capital
California
$922K +$820K +99,767 New
KCM
50
Kennedy Capital Management
Missouri
$915K -$9.04K -1,099 -1%