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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
UB
276
UMB Bank
Missouri
$785
VAG
277
VisionPoint Advisory Group
Texas
$785
SC
278
SouthState Corp
Florida
$785 +$790 +50 New
LC
279
Lindbrook Capital
California
$769 +$774 +49 New
IRAG
280
Investment Research & Advisory Group
Georgia
$750
AAP
281
Arax Advisory Partners
Colorado
$581
BBHC
282
Brown Brothers Harriman & Co
New York
$581
BIA
283
Bell Investment Advisors
California
$518
FRA
284
Front Row Advisors
California
$399
OC
285
Oakworth Capital
Alabama
$392
FGA
286
Fortis Group Advisors
New Jersey
$392 +$395 +25 New
SFA
287
Semmax Financial Advisors
North Carolina
$217 +$253 +16 New
PP
288
Pacifica Partners
Canada
$199 +$205 +13 New
TWP
289
TFO Wealth Partners
Ohio
$164
LWCFA
290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162 -$5.39K -341 -97%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$110 +$111 +7 New
OP
292
ORG Partners
Indiana
$107 -$16 -1 -14%
IWP
293
IAG Wealth Partners
Wisconsin
$78
PCFFS
294
Pacific Center for Financial Services
California
$63
Toronto Dominion Bank
295
Toronto Dominion Bank
Ontario, Canada
$63
AssetMark Inc
296
AssetMark Inc
California
$31
IC
297
Icahn Carl
Florida
-$510M -34,245,314 Closed
Marshall Wace
298
Marshall Wace
United Kingdom
-$9.57M -642,635 Closed
Renaissance Technologies
299
Renaissance Technologies
New York
-$7.75M -520,624 Closed
CSS
300
Cubist Systematic Strategies
Connecticut
-$5.8M -389,703 Closed