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
FNBTCON
376
First National Bank & Trust Co of Newtown
Pennsylvania
$414K -$5.62K -406 -2%
CA
377
Cetera Advisors
Colorado
$413K +$108K +7,772 +42%
CK
378
Cohen Klingenstein
New York
$412K
PAS
379
Park Avenue Securities
New York
$408K +$359K +25,903 New
FT
380
Fiduciary Trust
Massachusetts
$407K -$4.78K -345 -1%
MIP
381
Marietta Investment Partners
Wisconsin
$406K +$357K +25,800 New
GIM
382
Grassi Investment Management
California
$403K
PHK
383
Point72 Hong Kong
Hong Kong
$393K -$1.52M -109,411 -81%
WT
384
Whittier Trust
California
$392K -$30K -2,167 -8%
KAS
385
Kestra Advisory Services
Texas
$390K -$87.8K -6,338 -20%
SWRP
386
Summit Wealth & Retirement Planning
California
$390K
SS
387
Simplicity Solutions
Minnesota
$386K -$13K -940 -4%
CAN
388
Cetera Advisor Networks
California
$386K +$84.3K +6,085 +33%
JSC
389
Jackson Square Capital
California
$386K +$340K +24,537 New
IAMOG
390
Investors Asset Management of Georgia
Georgia
$384K +$56.8K +4,100 +20%
Brown Advisory
391
Brown Advisory
Maryland
$380K -$319 -23 -0.1%
XT
392
XTX Topco
Cayman Islands
$380K +$334K +24,141 New
NRS
393
Neville Rodie & Shaw
New York
$379K -$19.7K -1,421 -6%
TAM
394
Tocqueville Asset Management
New York
$378K -$20K -1,443 -6%
GC
395
Garde Capital
Washington
$377K -$332K -23,940 -50%
OPA
396
Old Port Advisors
Maine
$370K +$166K +11,971 +104%
IIM
397
Ironwood Investment Management
Massachusetts
$369K -$10.1K -730 -3%
Marshall Wace
398
Marshall Wace
United Kingdom
$367K +$323K +23,318 New
OWM
399
OneAscent Wealth Management
Alabama
$365K -$2.35K -170 -0.7%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$362K +$205K +14,811 +180%

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.