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296 hedge funds and large institutions have $1.62B invested in Xerox in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 88

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

2% less funds holding

Funds holding: 303296 (-7)

18% less capital invested

Capital invested by funds: $1.97B → $1.62B (-$346M)

18.69% less ownership

Funds ownership: 84.15%65.46% (-19%)

63% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $64.4M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
296
Holders Change
-7
Holders Change %
-2.31%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
110
Reduced
88
Closed
48
Calls
$23.6M
Puts
$64.4M
Net Calls
-$40.8M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Cutler Group
California
$16K -$65.5K -4,148 -80%
BCV
227
Banque Cantonale Vaudoise
Switzerland
$16K
GWM
228
Geneos Wealth Management
Colorado
$15.4K
NSIM
229
North Star Investment Management
Illinois
$14K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$13.6K -$1.67K -106 -11%
VCM
231
Versant Capital Management
Arizona
$12K +$5.07K +321 +73%
QC
232
Quent Capital
New York
$11.5K -$5.18K -328 -31%
HPC
233
HM Payson & Co
Maine
$11K +$11.1K +700 New
Fisher Asset Management
234
Fisher Asset Management
Washington
$9.73K -$584 -37 -6%
WIM
235
Westside Investment Management
California
$9.41K
GRP
236
Global Retirement Partners
California
$9.18K +$4.64K +294 +98%
TFA
237
Toth Financial Advisory
Virginia
$7.86K
CMP
238
Coston McIsaac & Partners
Maine
$6K +$95 +6 +2%
SWM
239
Sugarloaf Wealth Management
Georgia
$5.49K
CFB
240
Cullen/Frost Bankers
Texas
$5.1K +$5.13K +325 New
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.86K -$790 -50 -14%
SWM
242
Spire Wealth Management
Virginia
$4.21K +$47 +3 +1%
CAM
243
Costello Asset Management
Pennsylvania
$3.92K
AA
244
Ancora Advisors
Ohio
$3.92K
First Manhattan
245
First Manhattan
New York
$3.92K +$3.95K +250 New
GI
246
Gradient Investments
Minnesota
$3.82K
HGERS
247
Householder Group Estate & Retirement Specialist
Arizona
$3.57K +$3.58K +227 New
AF
248
Allworth Financial
California
$3.22K +$2.24K +142 +225%
NS
249
NBC Securities
Alabama
$3K +$3.87K +245 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$2.67K