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Xerox
XRX

Overview Fund Activity

301 hedge funds and large institutions have $1.96B invested in Xerox in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 32 closing their positions.

Holders
301
Holders Change
–
Holders Change %
0%
% of All Funds
4.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
100
Reduced
95
Closed
32
Calls
$28.6M
Puts
$48.9M
Net Calls
-$20.2M
Net Calls Change
-$822K

Top Buyers

1
BlackRock
1
BlackRock
New York
$239M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$28.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.1M
5
WP
5
Woodline Partners
California
$5.95M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$1.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.6M
3
Man Group
3
Man Group
United Kingdom
$8.79M
4
CC
4
Clearline Capital
New York
$1.66M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
276
Financial Synergies Wealth Advisors
Texas
$986 – – –
NIC
277
Northwest Investment Counselors
Oregon
$865 +$865 +56 New
AF
278
Advisornet Financial
Minnesota
$847 +$77 +5 +10%
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$816 – – –
MWM
280
Mascoma Wealth Management
New Hampshire
$784 – – –
LFA
281
Level Financial Advisors
New York
$770 – – –
UB
282
UMB Bank
Missouri
$770 – – –
WB
283
Webster Bank
Connecticut
$755 – – –
DI
284
Disciplined Investments
Oklahoma
$708 +$77 +5 +12%
SSC
285
Syverson Strege & Co
Iowa
$693 – – –
IRAG
286
Investment Research & Advisory Group
Georgia
$657 – – –
AAP
287
Arax Advisory Partners
Colorado
$570 – – –
BBHC
288
Brown Brothers Harriman & Co
New York
$570 +$570 +37 New
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$554 – – –
OC
290
Oakworth Capital
Alabama
$385 – – –
WT
291
Whittier Trust
California
$215 – – –
CSWM
292
Cassady Schiller Wealth Management
Ohio
$176 +$176 +11 New
TWP
293
TFO Wealth Partners
Ohio
$169 +$138 +9 +450%
GWS
294
Glassman Wealth Services
Virginia
$123 +$123 +8 New
IWP
295
IAG Wealth Partners
Wisconsin
$77 +$77 +5 New
PCFFS
296
Pacific Center for Financial Services
California
$62 +$62 +4 New
CWA
297
Clearview Wealth Advisors
Oregon
$46 – – –
GC
298
Gould Capital
Washington
$46 – – –
TCWA
299
Ten Capital Wealth Advisors
Washington
$46 +$46 +3 New
AssetMark Inc
300
AssetMark Inc
California
$31 – – –
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12
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