We are live on ! Find out more
HPE icon

Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Mission Wealth Management
California
$476K -$54.6K -3,946 -12%
LAM
352
Lingohr Asset Management
Germany
$473K -$23.5K -1,700 -5%
CAM
353
Cacti Asset Management
Georgia
$472K
NSEDCP
354
NJ State Employees Deferred Compensation Plan
New Jersey
$472K
AAS
355
Avantax Advisory Services
Texas
$468K +$54.1K +3,906 +15%
BSW
356
Buckingham Strategic Wealth
Missouri
$465K +$3.54K +256 +0.9%
SMF
357
Sterling Manor Financial
New York
$461K +$14.3K +1,030 +4%
RIM
358
Redpoint Investment Management
Australia
$458K -$36.7K -2,652 -8%
PCMM
359
Piedmont Capital Management (Montana)
Montana
$458K
ETI
360
Enterprise Trust & Investment
California
$456K -$6.92K -500 -2%
PFS
361
Prospera Financial Services
Texas
$455K +$817 +59 +0.2%
SMH
362
Sanders Morris Harris
Texas
$451K
HNB
363
Huntington National Bank
Ohio
$450K -$36K -2,603 -8%
FCH
364
Freestone Capital Holdings
Washington
$444K +$45.6K +3,295 +13%
WLPWM
365
Walled Lake Planning & Wealth Management
Illinois
$442K +$319 +23 +0.1%
RE
366
RBC Europe
United Kingdom
$442K -$5.12K -370 -1%
BHBT
367
Burke & Herbert Bank & Trust
Virginia
$440K -$1.43K -103 -0.4%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$437K +$179K +12,909 +87%
WDA
369
Wendell David Associates
New Hampshire
$436K
ALAM
370
Asahi Life Asset Management
Japan
$435K +$383K +27,630 New
BC
371
Bridgefront Capital
Texas
$430K +$378K +27,289 New
CAM
372
Cresset Asset Management
Illinois
$426K +$18.2K +1,312 +5%
MFS
373
Mirabella Financial Services
United Kingdom
$424K +$373K +26,955 New
LIM
374
Longfellow Investment Management
Massachusetts
$419K +$136K +9,844 +59%
QC
375
Quadrature Capital
United Kingdom
$414K -$838K -60,488 -70%

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.