We are live on ! Find out more

460 hedge funds and large institutions have $7.18B invested in Xerox in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

16% more capital invested

Capital invested by funds: $6.17B → $7.18B (+$1.01B)

0% more funds holding

Funds holding: 459460 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.39% less ownership

Funds ownership: 85.16%84.76% (-0.39%)

14% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $27.3M

21% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 175

Holders
460
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
11.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
139
Reduced
175
Closed
52
Calls
$23.5M
Puts
$27.3M
Net Calls
-$3.74M
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
401
IHT Wealth Management
Illinois
$17K +$14.9K +473 +910%
WOC
402
West Oak Capital
California
$16.6K +$15.7K +500 New
ASN
403
Advisory Services Network
Georgia
$16K -$1.07K -34 -7%
GLI
404
Guardian Life Insurance
New York
$16K
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K
PA
406
Parallel Advisors
California
$15K -$1.07K -34 -6%
OAM
407
Oppenheimer Asset Management
New York
$15K -$1.01K -32 -7%
Bessemer Group
408
Bessemer Group
New Jersey
$15K
FHA
409
First Horizon Advisors
Tennessee
$13K
HCC
410
Hirtle Callaghan & Co
Pennsylvania
$13K
QCG
411
Quadrant Capital Group
Ohio
$13K
SFG
412
SevenBridge Financial Group
Pennsylvania
$12K
MA
413
MUFG Americas
New York
$12K +$11.6K +370 New
BFEC
414
Benjamin F. Edwards & Company
Missouri
$10K
YWP
415
YorkBridge Wealth Partners
New York
$10K
CFA
416
Carroll Financial Associates
North Carolina
$7K
PFSC
417
Peoples Financial Services Corp
Pennsylvania
$7K
MWM
418
Mascoma Wealth Management
New Hampshire
$6K
PWM
419
Perigon Wealth Management
California
$6K
SPIA
420
Steward Partners Investment Advisory
New York
$6K
TFO
421
Tarbox Family Office
California
$6K
FWM
422
Focused Wealth Management
New York
$5K -$145K -4,612 -97%
PMFA
423
Plante Moran Financial Advisors
Michigan
$5K
AIM
424
Anchor Investment Management
South Carolina
$4.16K
ACM
425
Armbruster Capital Management
New York
$4K