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Hewlett Packard

722 hedge funds and large institutions have $9.97B invested in Hewlett Packard in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 216 increasing their positions, 280 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.64% more ownership

Funds ownership: 82.17%82.8% (+0.64%)

0% more funds holding

Funds holding: 722722 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $10.3B → $9.97B (-$303M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 280

44% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $73.8M

Holders
722
Holders Change
Holders Change %
0%
% of All Funds
14.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
71
Increased
216
Reduced
280
Closed
67
Calls
$41.3M
Puts
$73.8M
Net Calls
-$32.4M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
376
Diversified Trust
Tennessee
$240K +$244K +25,598 New
KAS
377
Kestra Advisory Services
Texas
$239K +$243K +25,473 New
NRS
378
Neville Rodie & Shaw
New York
$238K -$3.82K -400 -2%
TCA
379
Teewinot Capital Advisers
New York
$237K
TRCT
380
Tower Research Capital (TRC)
New York
$233K +$56.2K +5,883 +31%
SWRP
381
Summit Wealth & Retirement Planning
California
$232K
Tudor Investment Corp
382
Tudor Investment Corp
Connecticut
$232K +$236K +24,751 New
BCWM
383
Bartlett & Co Wealth Management
Ohio
$230K -$6.21K -650 -3%
BC
384
Bartlett & Co
Ohio
$227K -$6.21K -650 -3%
Brown Advisory
385
Brown Advisory
Maryland
$225K +$12.9K +1,355 +6%
MPPLM
386
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K -$2.23K -233 -1%
MMPW
387
Mitchell McLeod Pugh & Williams
Alabama
$216K
HT
388
HAP Trading
New York
$215K +$219K +22,952 New
AQR Capital Management
389
AQR Capital Management
Connecticut
$213K -$2.08M -217,604 -91%
BFA
390
Beaumont Financial Advisors
Massachusetts
$212K -$735 -77 -0.3%
FCH
391
Freestone Capital Holdings
Washington
$211K +$44.2K +4,624 +26%
ST
392
Smithfield Trust
Pennsylvania
$210K +$3.63K +380 +2%
ZCM
393
Ziegler Capital Management
Illinois
$209K -$1.65M -172,695 -89%
CAM
394
Columbia Asset Management
Michigan
$209K -$29.6K -3,100 -12%
AA
395
AlphaCentric Advisors
Puerto Rico
$203K -$14.2K -1,486 -6%
PA
396
Profund Advisors
Maryland
$202K -$26.1K -2,733 -11%
AAS
397
Avantax Advisory Services
Texas
$202K +$98.3K +10,290 +93%
CI
398
Conning Inc
Connecticut
$201K +$7.16K +750 +4%
AUB
399
Atlantic Union Bankshares
Virginia
$200K -$78K -8,165 -28%
MIC
400
Meridian Investment Counsel
California
$200K -$6.69K -700 -3%

HPE Hedge Fund Activity: Q3 2020 in Review

722 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2020, worth a combined $9.97B — down 2.9% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 67 closed out — a net gain of 4 holders — while 216 added to existing stakes and 280 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $81.5M. The largest seller was Franklin Resources, cutting an estimated $95.2M.

  • 722 institutional investors held Hewlett Packard (HPE) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $9.97B of Hewlett Packard stock for Q3 2020, down 2.9% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q3 2020 and 67 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q3 2020 was Prudential plc, an estimated $81.5M added.
  • The largest Hewlett Packard seller in Q3 2020 was Franklin Resources, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2020.