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296 hedge funds and large institutions have $1.62B invested in Xerox in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 88

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

2% less funds holding

Funds holding: 303296 (-7)

18% less capital invested

Capital invested by funds: $1.97B → $1.62B (-$346M)

18.69% less ownership

Funds ownership: 84.15%65.46% (-19%)

63% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $64.4M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
296
Holders Change
-7
Holders Change %
-2.31%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
110
Reduced
88
Closed
48
Calls
$23.6M
Puts
$64.4M
Net Calls
-$40.8M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$103K +$19.1K +1,207 +23%
LSA
202
Leonteq Securities AG
Switzerland
$101K +$26.4K +1,671 +35%
NFSG
203
Newbridge Financial Services Group
Florida
$99.7K
Belvedere Trading
204
Belvedere Trading
Illinois
$83.3K +$83.8K +5,307 New
CCA
205
Catalyst Capital Advisors
New York
$72.4K
SPIA
206
Steward Partners Investment Advisory
New York
$70.6K +$5.4K +342 +8%
HT
207
Headlands Technologies
Illinois
$65.9K -$54.7K -3,464 -45%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$62.5K +$2.89K +183 +5%
Nomura Asset Management
209
Nomura Asset Management
Japan
$59.8K
Fidelity Investments
210
Fidelity Investments
Massachusetts
$56.4K -$1.03M -65,355 -95%
WTG
211
West Tower Group
Virginia
$56.3K +$56.7K +3,588 New
PA
212
Parallel Advisors
California
$51.6K +$32.7K +2,069 +170%
SOW
213
State of Wyoming
Wyoming
$37.5K +$37.7K +2,387 New
SSG
214
Summit Securities Group
New York
$33K -$53.7K -3,400 -62%
QCG
215
Quadrant Capital Group
Ohio
$31.3K +$9.86K +624 +46%
HCP
216
Hexagon Capital Partners
Arkansas
$25.5K +$12K +758 +87%
S
217
SignatureFD
Georgia
$24.5K +$742 +47 +3%
GWSA
218
Global Wealth Strategies & Associates
Colorado
$23.8K
WBC
219
West Branch Capital
Massachusetts
$22.7K
DMBA
220
Deseret Mutual Benefit Administrators
Utah
$22.5K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$20.7K -$4.66K -295 -18%
DAM
222
Delta Asset Management
Tennessee
$18.8K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$18K -$8.61K -545 -32%
IA
224
IFP Advisors
Florida
$17.6K +$4.66K +295 +36%
Bessemer Group
225
Bessemer Group
New Jersey
$17K