We are live on ! Find out more

372 hedge funds and large institutions have $3.72B invested in Xerox in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 120 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 120

0% less capital invested

Capital invested by funds: $3.73B → $3.72B (-$11.1M)

3.28% less ownership

Funds ownership: 80.64%77.36% (-3.3%)

8% less funds holding

Funds holding: 406372 (-34)

29% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $23.5M

36% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 83

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
372
Holders Change
-34
Holders Change %
-8.37%
% of All Funds
6.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
53
Increased
134
Reduced
120
Closed
83
Calls
$16.8M
Puts
$23.5M
Net Calls
-$6.76M
Net Calls Change
+$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
426
Pathstone Family Office
New Jersey
-$15K -641 Closed
FTDI
427
First Trust Direct Indexing
Massachusetts
-$9K -380 Closed
RPWA
428
Regent Peak Wealth Advisors
Georgia
-$6K -251 Closed
CAAS
429
Capital Asset Advisory Services
Michigan
-$5K -201 Closed
Bank Julius Baer & Co
430
Bank Julius Baer & Co
Switzerland
-$4K -172 Closed
TPWA
431
TRUE Private Wealth Advisors
Oregon
-$3K -164 Closed
ASN
432
Advisory Services Network
Georgia
-$3K -142 Closed
FMII
433
Farmers & Merchants Investments Inc
Nebraska
-$3K -108 Closed
ABC
434
Associated Banc-Corp
Wisconsin
-$2K -99 Closed
SLF
435
Sun Life Financial
Ontario, Canada
-$2K -99 Closed
CCA
436
Childress Capital Advisors
Texas
-$2K -93 Closed
PFSC
437
Peoples Financial Services Corp
Pennsylvania
-$2K -93 Closed
ATC
438
Adirondack Trust Company
New York
-$1K -65 Closed
PCG
439
Private Capital Group
Connecticut
-$1K -55 Closed
AWM
440
Accel Wealth Management
Iowa
-$1K -46 Closed
AF
441
Arrow Financial
New York
-$1K -28 Closed
MA
442
MUFG Americas
New York
-$1K -27 Closed
IA
443
Inspire Advisors
Idaho
-$1K -25 Closed
TIAM2
444
Tru Independence Asset Management 2
Oregon
-$1K -25 Closed