We are live on ! Find out more
XRX icon

Xerox
XRX

304 hedge funds and large institutions have $1.71B invested in Xerox in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

3% more funds holding

Funds holding: 294 → 304 (+10)

2% more capital invested

Capital invested by funds: $1.68B → $1.71B (+$29.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.76% less ownership

Funds ownership: 82.54% → 81.78% (-0.76%)

7% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 107

47% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $41.3M

Holders
304
Holders Change
+10
Holders Change %
+3.4%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
54
Increased
99
Reduced
107
Closed
39
Calls
$21.8M
Puts
$41.3M
Net Calls
-$19.4M
Net Calls Change
-$4.25M

Top Buyers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$20.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.61M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$6.5M
5
Squarepoint
Squarepoint
New York
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$11.1M
2
Barclays
Barclays
United Kingdom
-$9.89M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.91M
4
Goldman Sachs
Goldman Sachs
New York
-$8.37M
5
CC
Clearline Capital
New York
-$8.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
Centerpoint Advisors
Massachusetts
$3K +$3.57K +237 New
AA
252
Addison Advisors
Vermont
$2.5K – – –
JWA
253
JFS Wealth Advisors
Pennsylvania
$2.44K -$694 -46 -22%
SIC
254
SJS Investment Consulting
Ohio
$2.23K +$1.78K +118 +337%
AWM
255
Accurate Wealth Management
Florida
$2.06K +$1.89K +125 New
RA
256
Rise Advisors
New York
$1.87K +$30 +2 +2%
EARNEST Partners
257
EARNEST Partners
Georgia
$1.84K – – –
LSA
258
Lansing Street Advisors
Pennsylvania
$1.84K +$45 +3 +2%
ASN
259
Advisory Services Network
Georgia
$1.77K +$1.82K +121 New
CAS
260
Coppell Advisory Solutions
Texas
$1.59K +$1.64K +109 New
CASC
261
Coppell Advisory Solutions Corp
Texas
$1.59K +$1.64K +109 New
SC
262
Schubert & Co
Texas
$1.48K +$739 +49 +94%
HNB
263
Huntington National Bank
Ohio
$1.48K +$1.51K +100 +10,000%
GRP
264
Global Retirement Partners
California
$1.46K – – –
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$1.46K +$1.51K +100 New
RFG
266
RFP Financial Group
Georgia
$1.46K +$1.51K +100 New
BCMLT
267
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K – – –
EI
268
Ellevest Inc
New York
$1.31K +$1.36K +90 New
HI
269
Harbour Investments
Wisconsin
$1.16K -$7.52K -499 -86%
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
$1.12K -$32.5K -2,154 -97%
AFS
271
Annapolis Financial Services
Maryland
$1.09K +$1.13K +75 New
CWP
272
Concord Wealth Partners
Virginia
$1.03K +$1.07K +71 New
BSB
273
Bangor Savings Bank
Maine
$1K – – –
CSB
274
City State Bank
Iowa
$1K – – –
LFA
275
Level Financial Advisors
New York
$1K – – –
9 10
11
12 13

XRX Hedge Fund Activity: Q4 2022 in Review

304 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2022, worth a combined $1.71B — up 1.8% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XRX positions and 39 closed out — a net gain of 15 holders — while 99 added to existing stakes and 107 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $20.6M. The largest seller was Marshall Wace, exiting entirely with an estimated $11.1M sold.

  • 304 institutional investors held Xerox (XRX) as of Q4 2022, up from 294 in Q3 2022.
  • Funds reported $1.71B of Xerox stock for Q4 2022, up 1.8% quarter-over-quarter.
  • 54 funds opened new Xerox positions in Q4 2022 and 39 closed out, a net change of +15 holders.
  • The largest Xerox buyer in Q4 2022 was Alyeska Investment Group, an estimated $20.6M added.
  • The largest Xerox seller in Q4 2022 was Marshall Wace, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.