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284 hedge funds and large institutions have $1.03B invested in Xerox in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 104 increasing their positions, 79 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 79

9.32% more ownership

Funds ownership: 88.65%97.98% (+9.3%)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

1% less funds holding

Funds holding: 288284 (-4)

10% less capital invested

Capital invested by funds: $1.15B → $1.03B (-$116M)

47% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $74.1M

Holders
284
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
104
Reduced
79
Closed
58
Calls
$39.5M
Puts
$74.1M
Net Calls
-$34.6M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$169M +$11.6M +1,262,822 +7%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$163M +$21.6M +2,340,643 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M +$1.84M +199,598 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62.5M -$424K -45,940 -0.6%
UBS Group
5
UBS Group
Switzerland
$55.5M +$55.5M +6,015,572 +1,049%
State Street
6
State Street
Massachusetts
$48.7M +$4.32M +468,388 +9%
LSV Asset Management
7
LSV Asset Management
Illinois
$38.3M -$8.22M -890,825 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.7M +$62.4K +6,768 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$19.5M -$1.28M -139,013 -6%
Charles Schwab
10
Charles Schwab
California
$15.3M +$853K +92,495 +5%
Invesco
11
Invesco
Georgia
$14.4M +$874K +94,779 +6%
Allianz Asset Management
12
Allianz Asset Management
Germany
$11.9M +$795K +86,233 +7%
Northern Trust
13
Northern Trust
Illinois
$11.8M +$931K +100,900 +8%
Marshall Wace
14
Marshall Wace
United Kingdom
$11.6M +$10.2M +1,101,171 +397%
Goldman Sachs
15
Goldman Sachs
New York
$9.64M +$3.28M +355,939 +45%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$9.52M +$10.1M +1,090,661 +2,847%
SIS
17
Sound Income Strategies
Florida
$9.3M +$638K +69,182 +7%
BCM
18
Bridgeway Capital Management
Texas
$8.87M -$196K -21,302 -2%
N
19
Nuveen
North Carolina
$8.41M +$556K +60,283 +6%
First Trust Advisors
20
First Trust Advisors
Illinois
$8.35M +$2.94M +318,750 +47%
AAM
21
Advisors Asset Management
Colorado
$7.86M +$1.25M +135,623 +17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.43M -$9.36M -1,014,321 -54%
CIM
23
Cambria Investment Management
California
$6.84M +$67K +7,266 +0.9%
EF
24
Empowered Funds
Pennsylvania
$5.11M +$426K +46,212 +8%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.73M +$147K +15,899 +3%