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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
ETC
251
Exchange Traded Concepts
Oklahoma
$2.34K -$6.43K -407 -73%
SIC
252
SJS Investment Consulting
Ohio
$2.31K +$221 +14 +10%
Barrow, Hanley, Mewhinney & Strauss
253
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.15K
RA
254
Rise Advisors
New York
$2.1K +$32 +2 +2%
SFG
255
Steward Financial Group
Texas
$2K +$2.21K +140 New
EARNEST Partners
256
EARNEST Partners
Georgia
$1.98K
CAS
257
Coppell Advisory Solutions
Texas
$1.59K
HNB
258
Huntington National Bank
Ohio
$1.58K
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$1.57K
RFG
260
RFP Financial Group
Georgia
$1.57K
BCMLT
261
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.4K
PS
262
PayPay Securities
Japan
$1.33K -$63 -4 -4%
HI
263
Harbour Investments
Wisconsin
$1.27K +$16 +1 +1%
BSB
264
Bangor Savings Bank
Maine
$1.25K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1.24K +$679 +43 +119%
AFS
266
Annapolis Financial Services
Maryland
$1.18K
WB
267
Webster Bank
Connecticut
$1.16K +$395 +25 +51%
VWM
268
Venturi Wealth Management
Texas
$1.04K +$1.04K +66 New
AF
269
Advisornet Financial
Minnesota
$926 +$142 +9 +18%
GWS
270
Glassman Wealth Services
Virginia
$879 +$758 +48 +600%
CWC
271
Carolinas Wealth Consulting
North Carolina
$870 -$63 -4 -6%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$832
PTC
273
Private Trust Company
Ohio
$800
LFA
274
Level Financial Advisors
New York
$785
MWM
275
Mascoma Wealth Management
New Hampshire
$785