We are live on ! Find out more
XPER icon

Xperi
XPER

173 hedge funds and large institutions have $509M invested in Xperi in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

30% more capital invested

Capital invested by funds: $391M → $509M (+$118M)

14.54% more ownership

Funds ownership: 91.69% → 106.23% (+15%)

11% more funds holding

Funds holding: 156 → 173 (+17)

3% more call options, than puts

Call options by funds: $33K | Put options by funds: $32K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
65
Reduced
47
Closed
19
Calls
$33K
Puts
$32K
Net Calls
+$1K
Net Calls Change
+$84K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.1M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$10.5M
3
Goldman Sachs
Goldman Sachs
New York
+$3.09M
4
Millennium Management
Millennium Management
New York
+$2.99M
5
CC
Clearline Capital
New York
+$2.9M

Top Sellers

1
RCMNY
Rubric Capital Management (New York)
New York
-$14.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$8.53M
3
HP
Harvey Partners
New York
-$7.15M
4
MC
Minot Capital
Colorado
-$2.36M
5
HCM
Huber Capital Management
California
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$912K +$58.8K +6,100 +8%
JF
52
Jump Financial
Illinois
$911K +$797K +82,647 New
Mariner
53
Mariner
Kansas
$908K +$9.66K +1,002 +1%
AFG
54
American Financial Group
Ohio
$893K -$964K -100,000 -55%
Squarepoint
55
Squarepoint
New York
$877K +$767K +79,583 New
OQS
56
Occudo Quantitative Strategies
Florida
$871K +$536K +55,558 +236%
TC
57
Tejara Capital
United Kingdom
$837K – – –
KIM
58
Kestrel Investment Management
California
$814K -$133K -13,800 -16%
Marshall Wace
59
Marshall Wace
United Kingdom
$799K +$699K +72,511 New
Jane Street
60
Jane Street
New York
$797K +$698K +72,348 New
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$796K +$696K +72,200 New
SPS
62
Susquehanna Portfolio Strategies
Pennsylvania
$786K +$688K +71,364 New
CSS
63
Cubist Systematic Strategies
Connecticut
$778K +$680K +70,557 New
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$771K +$555K +57,586 +464%
Barclays
65
Barclays
United Kingdom
$751K +$248K +25,740 +61%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$702K +$328K +34,008 +115%
Deutsche Bank
67
Deutsche Bank
Germany
$698K +$8.27K +858 +1%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$671K +$96.8K +10,037 +20%
XT
69
XTX Topco
Cayman Islands
$665K +$445K +46,156 +325%
FP
70
Factorial Partners
New York
$628K – – –
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$628K +$225K +23,350 +69%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$600K -$2.89K -300 -0.5%
American Century Companies
73
American Century Companies
Missouri
$578K -$1.2M -124,800 -70%
Citigroup
74
Citigroup
New York
$574K +$325K +33,661 +183%
CS
75
Credit Suisse
Switzerland
$574K -$7.79K -808 -2%
1 2
3
4 5

XPER Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xperi (XPER) for Q4 2023, worth a combined $509M — up 30% from $391M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new XPER positions and 19 closed out — a net gain of 17 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.1M. The largest seller was Rubric Capital Management (New York), cutting an estimated $14.3M.

  • 173 institutional investors held Xperi (XPER) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $509M of Xperi stock for Q4 2023, up 30% quarter-over-quarter.
  • 36 funds opened new Xperi positions in Q4 2023 and 19 closed out, a net change of +17 holders.
  • The largest Xperi buyer in Q4 2023 was Morgan Stanley, an estimated $55.1M added.
  • The largest Xperi seller in Q4 2023 was Rubric Capital Management (New York), an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2023.