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Hewlett Packard

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 82.15%81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
351
Balyasny Asset Management
Illinois
$851K +$774K +50,638 New
SAM
352
Shell Asset Management
Netherlands
$843K +$179K +11,689 +30%
MFWP
353
Mosaic Family Wealth Partners
Missouri
$840K -$76 -5 -0%
SEC
354
Seven Eight Capital
New York
$833K -$88.8K -5,809 -10%
AWM
355
AE Wealth Management
Kansas
$810K -$933K -61,031 -56%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$805K +$2.49K +163 +0.3%
MC
357
Maverick Capital
Texas
$792K +$20.2K +1,318 +3%
KRSITF
358
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$782K +$13.9K +908 +2%
DCM
359
DGS Capital Management
New Jersey
$778K +$4.85K +317 +0.7%
AF
360
Allworth Financial
California
$771K -$7.89K -516 -1%
AIA
361
Affinity Investment Advisors
California
$769K
BRWA
362
B. Riley Wealth Advisors
Florida
$764K -$65.8K -4,300 -9%
PAG
363
Private Advisor Group
New Jersey
$752K -$15.9K -1,042 -2%
CM
364
CastleKnight Management
New York
$751K +$683K +44,700 New
AIM
365
Athena Investment Management
California
$747K -$9.91K -648 -1%
PFO
366
Pathstone Family Office
New Jersey
$743K +$155K +10,123 +33%
LCGC
367
Legacy Capital Group California
California
$733K +$97.5K +6,378 +17%
GS
368
GTS Securities
New York
$733K +$667K +43,609 New
PA
369
Parallel Advisors
California
$732K -$32.9K -2,150 -5%
TRCT
370
Tower Research Capital (TRC)
New York
$729K +$438K +28,659 +195%
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$725K +$70.9K +4,637 +12%
OQS
372
Occudo Quantitative Strategies
Florida
$713K +$649K +42,453 New
BL
373
Balentine LLC
Georgia
$712K -$145K -9,510 -18%
KLC
374
Knowledge Leaders Capital
Colorado
$710K +$647K +42,284 New
HT
375
Headlands Technologies
Illinois
$689K +$627K +41,034 New

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.