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156 hedge funds and large institutions have $406M invested in Xperi in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,633% more call options, than puts

Call options by funds: $112K | Put options by funds: $3K

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

8% more capital invested

Capital invested by funds: $377M → $406M (+$29M)

8% more funds holding

Funds holding: 145156 (+11)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0.64% more ownership

Funds ownership: 87.51%88.16% (+0.64%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+11
Holders Change %
+7.59%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
45
Reduced
44
Closed
28
Calls
$112K
Puts
$3K
Net Calls
+$109K
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
RCMNY
1
Rubric Capital Management (New York)
New York
$42.6M
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.5M +$698K +74,668 +2%
BlackRock
3
BlackRock
New York
$34.5M -$719K -76,916 -2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$27.3M -$22.7K -2,425 -0.1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$19.3M +$499K +53,392 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M +$1.09M +116,220 +7%
Goldman Sachs
7
Goldman Sachs
New York
$15.8M -$3.9M -417,232 -21%
JP Morgan Chase
8
JP Morgan Chase
New York
$15.6M +$6.22M +666,226 +78%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$15.2M +$407K +43,576 +3%
State Street
10
State Street
Massachusetts
$12.3M +$343K +36,735 +3%
CC
11
Clearline Capital
New York
$11.4M -$794K -84,981 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.8M +$31.7K +3,392 +0.3%
GC
13
Grizzlyrock Capital
Illinois
$9.15M +$1.06M +114,000 +15%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$8.44M +$182K +19,507 +2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$8.16M +$576K +61,610 +8%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$7.79M +$1.17M +125,021 +20%
Renaissance Technologies
17
Renaissance Technologies
New York
$7.72M +$638K +68,310 +10%
CP
18
CenterBook Partners
Connecticut
$6.86M +$6.24M +668,078 New
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.12M +$2.23M +238,687 +67%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$5.67M -$362K -38,797 -7%
Charles Schwab
21
Charles Schwab
California
$4.62M -$399K -42,725 -9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$4.47M +$665K +71,202 +20%
Northern Trust
23
Northern Trust
Illinois
$4.24M +$214K +22,947 +6%
Morgan Stanley
24
Morgan Stanley
New York
$4.03M +$372K +39,864 +11%
Bank of America
25
Bank of America
North Carolina
$3.72M -$500K -53,548 -13%