We are live on ! Find out more
HPE icon

Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
326
Schonfeld Strategic Advisors
New York
$819K +$419K +25,292 +82%
KeyBank National Association
327
KeyBank National Association
Ohio
$810K -$16.3K -981 -2%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$792K +$28.2K +1,700 +3%
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
$788K +$191K +11,530 +27%
PHK
330
Point72 Hong Kong
Hong Kong
$771K +$515K +31,054 +143%
BPM
331
Bowling Portfolio Management
Ohio
$749K -$52K -3,134 -6%
GH
332
GAM Holding
Switzerland
$738K +$838K +50,548 New
CANY
333
Caxton Associates (New York)
New York
$736K +$835K +50,376 New
LSCM
334
LaSalle Street Capital Management
Illinois
$733K
HNB
335
Huntington National Bank
Ohio
$727K -$85.8K -5,172 -9%
SCM
336
SOL Capital Management
Maryland
$724K -$12.4K -750 -1%
CI
337
Cigna Investments
Connecticut
$715K -$150K -9,019 -16%
BFA
338
Bragg Financial Advisors
North Carolina
$699K
GC
339
Garde Capital
Washington
$699K
LP
340
LMR Partners
United Kingdom
$696K +$790K +47,666 New
FNT
341
First Nebraska Trust
Nebraska
$671K -$6.63K -400 -0.9%
AMI
342
Amica Mutual Insurance
Rhode Island
$670K
RW
343
Rand Wealth
Maryland
$666K
BSPF
344
British Steel Pension Fund
United Kingdom
$665K -$268K -16,187 -26%
CB
345
Commerce Bank
Missouri
$663K +$24.7K +1,490 +3%
KTA
346
Keeley-Teton Advisors
Illinois
$646K
GCP
347
GSA Capital Partners
United Kingdom
$642K +$90.7K +5,469 +14%
TCM
348
Tufton Capital Management
Maryland
$640K -$19.9K -1,202 -3%
PA
349
Profund Advisors
Maryland
$637K -$105K -6,347 -13%
DADC
350
D.A. Davidson & Co
Montana
$632K +$77.6K +4,680 +12%

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.