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Hewlett Packard

847 hedge funds and large institutions have $16.7B invested in Hewlett Packard in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 314 increasing their positions, 239 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 60

32% more capital invested

Capital invested by funds: $12.6B → $16.7B (+$4.1B)

31% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 239

7% more funds holding

Funds holding: 793847 (+54)

0.83% more ownership

Funds ownership: 82.05%82.88% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less call options, than puts

Call options by funds: $57.7M | Put options by funds: $59.5M

Holders
847
Holders Change
+54
Holders Change %
+6.81%
% of All Funds
13.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
131
Increased
314
Reduced
239
Closed
60
Calls
$57.7M
Puts
$59.5M
Net Calls
-$1.88M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$557K -$10.2K -690 -2%
EF
377
Empirical Finance
Pennsylvania
$553K +$40.5K +2,749 +9%
PFM
378
Parsec Financial Management
North Carolina
$551K +$59K +4,000 +13%
JGUA
379
John G. Ullman & Associates
New York
$549K -$32.4K -2,200 -6%
Wealthfront Advisers
380
Wealthfront Advisers
California
$549K +$168K +11,372 +49%
MPPLM
381
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$537K +$32.2K +2,183 +7%
AG
382
AIA Group
Hong Kong
$536K -$27.8K -1,886 -5%
FFG
383
Fortem Financial Group
California
$529K +$46.1K +3,130 +10%
IC
384
IEQ Capital
California
$527K -$98.8K -6,699 -17%
TCM
385
Twin Capital Management
Pennsylvania
$525K +$71.2K +4,828 +17%
OWA
386
One Wealth Advisors
California
$524K +$258K +17,508 +114%
V
387
Veritable
Delaware
$509K -$386K -26,195 -45%
FAG
388
Fortitude Advisory Group
Washington
$498K
PAG
389
Private Advisor Group
New Jersey
$497K +$376K +25,483 +61%
IAMOG
390
Investors Asset Management of Georgia
Georgia
$492K +$15 +1 +0%
MFG
391
MidWestOne Financial Group
Iowa
$489K +$452K +30,647 New
CAM
392
Carret Asset Management
New York
$488K
SCM
393
SOL Capital Management
Maryland
$487K
CAM
394
Cacti Asset Management
Georgia
$479K
JWBC
395
John W. Bristol & Co
New York
$479K
NSEDCP
396
NJ State Employees Deferred Compensation Plan
New Jersey
$479K
SF
397
Synovus Financial
Georgia
$471K -$11.4K -770 -3%
S
398
SignatureFD
Georgia
$466K +$104K +7,061 +32%
APG
399
Abacus Planning Group
South Carolina
$465K -$18.5K -1,256 -4%
PCMM
400
Piedmont Capital Management (Montana)
Montana
$463K

HPE Hedge Fund Activity: Q4 2022 in Review

847 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2022, worth a combined $16.7B — up 32% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new HPE positions and 60 closed out — a net gain of 71 holders — while 314 added to existing stakes and 239 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $120M. The largest seller was Primecap Management, cutting an estimated $135M.

  • 847 institutional investors held Hewlett Packard (HPE) as of Q4 2022, up from 793 in Q3 2022.
  • Funds reported $16.7B of Hewlett Packard stock for Q4 2022, up 32% quarter-over-quarter.
  • 131 funds opened new Hewlett Packard positions in Q4 2022 and 60 closed out, a net change of +71 holders.
  • The largest Hewlett Packard buyer in Q4 2022 was Arrowstreet Capital, an estimated $120M added.
  • The largest Hewlett Packard seller in Q4 2022 was Primecap Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2022.