XRX icon

Xerox
XRX

Overview Fund Activity

532 hedge funds and large institutions have $11.9B invested in Xerox in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 164 increasing their positions, 231 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+13
Holders Change %
+2.5%
% of All Funds
15.45%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
70
Increased
164
Reduced
231
Closed
52
Calls
$43.2M
Puts
$58.1M
Net Calls
-$14.9M
Net Calls Change
+$10.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$124M
2
AllianceBernstein
AllianceBernstein
Tennessee
$204M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$236M
4
Goldman Sachs
Goldman Sachs
New York
$116M
5
AI
Axiom Investors
Connecticut
$47.5M

Top Sellers

1
GCM
Glenview Capital Management
New York
$114M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$226M
3
Dodge & Cox
Dodge & Cox
California
$527M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$214M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMS
476
Index Management Solutions
Pennsylvania
$98K +$21.1K +661 +27%
JIR
477
James Investment Research
Ohio
$85K – – –
BRWA
478
B. Riley Wealth Advisors
Florida
$85K +$85K +2,641 New
GLI
479
Guardian Life Insurance
New York
$80K -$98.7K -3,060 -55%
JG
480
Jefferies Group
New York
$79K -$766K -23,658 -91%
AAM
481
Advisors Asset Management
Colorado
$78K -$7.28K -228 -9%
PL
482
Parkwood LLC
Ohio
$76K +$76K +2,369 New
CCS
483
Crosspoint Capital Strategies
California
$75K +$75K +2,581 New
SAMC
484
Shinko Asset Management Company
Japan
$62K -$8.74K -274 -12%
AAC
485
Asset Advisors Corp
Georgia
$61K – – –
DADC
486
D.A. Davidson & Co
Montana
$60K +$45.5K +1,437 +312%
FMLI
487
Fukoku Mutual Life Insurance
Japan
$41K – – –
PAS
488
Partnervest Advisory Services
California
$39K +$39K +1,214 New
EWM
489
Elite Wealth Management
Washington
$35K +$32.5K +1,006 +1,324%
MFS
490
MSI Financial Services
Massachusetts
$32K -$2.24K -71 -7%
RNS
491
Robert N. Shapiro
$31K -$116K -3,707 -79%
CBT
492
Central Bank & Trust
Kentucky
$30K – – –
HF
493
Hoxton Financial
West Virginia
$30K +$30K +949 New
CFG
494
CKW Financial Group
Hawaii
$29K +$29K +892 New
PFSC
495
Peoples Financial Services Corp
Pennsylvania
$29K +$29K +901 New
WA
496
Waverly Advisors
Alabama
$25K +$13K +412 +109%
SNT
497
Security National Trust
West Virginia
$23K – – –
MCM
498
Manchester Capital Management
Vermont
$21K – – –
BBPWM
499
Blue Bell Private Wealth Management
Pennsylvania
$21K +$21K +653 New
TF
500
Tompkins Financial
New York
$20K -$2.71K -85 -12%
18 19
20
21 22