We are live on ! Find out more

308 hedge funds and large institutions have $1.32B invested in Xerox in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 100 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 100

2% less ownership

Funds ownership: 93.52%91.52% (-2%)

8% less funds holding

Funds holding: 335308 (-27)

11% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $61.1M

34% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 68

36% less capital invested

Capital invested by funds: $2.08B → $1.32B (-$756M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
308
Holders Change
-27
Holders Change %
-8.06%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
113
Reduced
100
Closed
68
Calls
$54.7M
Puts
$61.1M
Net Calls
-$6.42M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
276
Bell Investment Advisors
California
$1.29K +$537 +37 +50%
CAS
277
Coppell Advisory Solutions
Texas
$1.27K +$1.58K +109 New
RFG
278
RFP Financial Group
Georgia
$1.16K
FHA
279
First Horizon Advisors
Tennessee
$1.15K
DPW
280
DiNuzzo Private Wealth
Pennsylvania
$1.14K +$73 +5 +5%
S
281
Sachetta
Massachusetts
$1.11K +$406 +28 +39%
BCMLT
282
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.09K
PMAM
283
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.09K +75 New
BSB
284
Bangor Savings Bank
Maine
$930
IRAG
285
Investment Research & Advisory Group
Georgia
$907
HI
286
Harbour Investments
Wisconsin
$899 -$73 -5 -6%
WB
287
Webster Bank
Connecticut
$860
GRP
288
Global Retirement Partners
California
$720
Optiver Holding
289
Optiver Holding
Netherlands
$720 +$900 +62 New
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$616
PS
291
PayPay Securities
Japan
$593 -$885 -61 -54%
MWM
292
Mascoma Wealth Management
New Hampshire
$581
VAG
293
VisionPoint Advisory Group
Texas
$581
BGAI
294
Bruce G. Allen Investments
Colorado
$581 +$726 +50 New
RIL
295
Rothschild Investment LLC
Illinois
$430 +$145 +10 +37%
NA
296
NewEdge Advisors
Louisiana
$395 -$726 -50 -60%
LI
297
LRI Investments
Florida
$383
CA
298
Continuum Advisory
Idaho
$360 -$523 -36 -54%
WIA
299
Wetzel Investment Advisors
Indiana
$322
FRA
300
Front Row Advisors
California
$297