We are live on ! Find out more

459 hedge funds and large institutions have $6.17B invested in Xerox in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

64.64% more ownership

Funds ownership: 20.52%85.16% (+65%)

1% more capital invested

Capital invested by funds: $6.12B → $6.17B (+$45.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $25.9M

15% less funds holding

Funds holding: 541459 (-82)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 208

66% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 122

Holders
459
Holders Change
-82
Holders Change %
-15.16%
% of All Funds
11.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
170
Reduced
208
Closed
122
Calls
$25.4M
Puts
$25.9M
Net Calls
-$427K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
IFP Advisors
Florida
$43K -$31.6K -1,119 -43%
VFA
377
Virtus Fund Advisers
Connecticut
$40K -$28 -1 -0.1%
AAP
378
Arax Advisory Partners
Colorado
$36K -$29.1K -1,029 -45%
AAC
379
Asset Advisors Corp
Georgia
$36K
EWM
380
Edge Wealth Management
New York
$36K
NSIM
381
North Star Investment Management
Illinois
$36K +$7.04K +249 +25%
CTC
382
Central Trust Company
Missouri
$34K +$32.3K +1,143 +2,432%
AIM
383
Acrospire Investment Management
Illinois
$32K +$31.7K +1,122 New
IUHSA
384
Itau Unibanco Holding S.A.
Brazil
$32K +$884K +31,270 +3,240%
MCM
385
Manchester Capital Management
Vermont
$30K -$14.9K -527 -34%
Loomis, Sayles & Company
386
Loomis, Sayles & Company
Massachusetts
$30K +$14K +496 +93%
WAM
387
Wealthspire Advisors (Maryland)
Maryland
$26K -$2.46K -87 -9%
NFG
388
Next Financial Group
Texas
$23K +$7.74K +274 +51%
SSB
389
Sandy Spring Bank
Maryland
$22K
TCOV
390
Trust Company of Vermont
Vermont
$21K
BTIS
391
BB&T Investment Services
North Carolina
$19K -$28 -1 -0.2%
BG
392
Bollard Group
Massachusetts
$19K +$113 +4 +0.6%
IPC
393
Independent Portfolio Consultants
Florida
$19K +$18.8K +664 New
RFWA
394
RPg Family Wealth Advisory
Massachusetts
$18.4K +$18.1K +639 New
PA
395
Parallel Advisors
California
$18K -$565 -20 -3%
First Manhattan
396
First Manhattan
New York
$16K -$735 -26 -4%
ASN
397
Advisory Services Network
Georgia
$14K -$129K -4,564 -90%
GLI
398
Guardian Life Insurance
New York
$14K -$9.8K -347 -42%
OAM
399
Oppenheimer Asset Management
New York
$14K -$28 -1 -0.2%
EWM
400
Evercore Wealth Management
New York
$14K