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170 hedge funds and large institutions have $496M invested in Xperi in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,548% more call options, than puts

Call options by funds: $715K | Put options by funds: $27K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% less capital invested

Capital invested by funds: $509M → $496M (-$12.1M)

10% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 63

2% less funds holding

Funds holding: 173170 (-3)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

13.08% less ownership

Funds ownership: 106.23%93.14% (-13%)

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
57
Reduced
63
Closed
24
Calls
$715K
Puts
$27K
Net Calls
+$688K
Net Calls Change
+$687K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$2.22K +$1.05K +96 +109%
Osaic Holdings
152
Osaic Holdings
Arizona
$1.84K -$1.87K -170 -53%
AF
153
Allworth Financial
California
$1.18K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1K +$880 +80 New
QCG
155
Quadrant Capital Group
Ohio
$929 -$429 -39 -34%
GI
156
Gradient Investments
Minnesota
$482
UB
157
UMB Bank
Missouri
$398 +$363 +33 New
FFA
158
Farther Finance Advisors
California
$361
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$338
ECM
160
Everence Capital Management
Indiana
$169
LCM
161
Logan Capital Management
Pennsylvania
$145 -$11 -1 -8%
AssetMark Inc
162
AssetMark Inc
California
$121
RIL
163
Rothschild Investment LLC
Illinois
$121 +$110 +10 New
AWM
164
Avior Wealth Management
Nebraska
$120 +$110 +10 New
PCFFS
165
Pacific Center for Financial Services
California
$73
WTC
166
WhitTier Trust Company
Nevada
$48
HNB
167
Huntington National Bank
Ohio
$12
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$1.43M -130,177 Closed
Citadel Advisors
169
Citadel Advisors
Florida
-$1.22M -111,376 Closed
JF
170
Jump Financial
Illinois
-$911K -82,647 Closed
OQS
171
Occudo Quantitative Strategies
Florida
-$871K -79,056 Closed
Marshall Wace
172
Marshall Wace
United Kingdom
-$799K -72,511 Closed
XT
173
XTX Topco
Cayman Islands
-$665K -60,362 Closed
TI
174
Trexquant Investment
Connecticut
-$546K -49,580 Closed
PAM
175
Panagora Asset Management
Massachusetts
-$530K -48,126 Closed