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159 hedge funds and large institutions have $429M invested in Xperi in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $61K | Put options by funds: $5K

34% more capital invested

Capital invested by funds: $320M → $429M (+$109M)

1.38% more ownership

Funds ownership: 91.99%93.37% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 160159 (-1)

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
48
Reduced
47
Closed
24
Calls
$61K
Puts
$5K
Net Calls
+$56K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$74.5M -$1.31M -126,009 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.8M +$1.72M +165,298 +4%
RCMNY
3
Rubric Capital Management (New York)
New York
$42M
Neuberger Berman Group
4
Neuberger Berman Group
New York
$28.9M +$1.55M +149,156 +6%
State Street
5
State Street
Massachusetts
$20.3M +$542K +51,985 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.5M +$1.69M +161,949 +11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16M -$183K -17,596 -1%
Ameriprise
8
Ameriprise
Minnesota
$14.3M -$19.1M -1,833,583 -58%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.01M +$305K +29,239 +4%
Goldman Sachs
10
Goldman Sachs
New York
$8.75M -$1.65M -158,504 -17%
CC
11
Clearline Capital
New York
$8.25M +$5.68M +544,762 +259%
2C
12
272 Capital
Texas
$8.1M +$7.72M +741,002 New
HP
13
Harvey Partners
New York
$7.92M -$2.33M -224,044 -24%
6CM
14
683 Capital Management
New York
$5.46M +$3.13M +300,000 +150%
Morgan Stanley
15
Morgan Stanley
New York
$5.43M +$1.13M +108,312 +28%
MC
16
Minot Capital
Colorado
$5.34M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$5.15M -$97.2K -9,326 -2%
Northern Trust
18
Northern Trust
Illinois
$4.67M -$104K -9,993 -2%
Norges Bank
19
Norges Bank
Norway
$4.37M -$298K -28,619 -7%
HCM
20
Huber Capital Management
California
$4.19M +$909K +87,245 +29%
LAM
21
Lapides Asset Management
Connecticut
$4.07M -$318K -30,560 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.97M -$45.3K -4,346 -1%
TCMG
23
TSP Capital Management Group
New Jersey
$3.95M +$590K +56,661 +19%
BFM
24
Boothbay Fund Management
New York
$3.52M +$3.35M +321,736 New
Charles Schwab
25
Charles Schwab
California
$3.46M -$1.51M -144,460 -31%