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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
IGAM
401
iA Global Asset Management
Quebec, Canada
$527K +$480K +31,382 New
TCM
402
Twin Capital Management
Pennsylvania
$526K +$61 +4 +0%
FAG
403
Fortitude Advisory Group
Washington
$524K
WA
404
Wealth Architects
California
$521K -$10.7K -701 -2%
IAMOG
405
Investors Asset Management of Georgia
Georgia
$517K
VI
406
Vestcor Inc
New Brunswick, Canada
$515K
WLPWM
407
Walled Lake Planning & Wealth Management
Illinois
$510K -$1.27K -83 -0.3%
MFG
408
MidWestOne Financial Group
Iowa
$508K -$10.1K -660 -2%
JGUA
409
John G. Ullman & Associates
New York
$507K -$15.3K -1,000 -3%
SCM
410
SOL Capital Management
Maryland
$507K -$1.53K -100 -0.3%
CAM
411
Cacti Asset Management
Georgia
$504K
NSEDCP
412
NJ State Employees Deferred Compensation Plan
New Jersey
$504K
Fiera Capital (Canada)
413
Fiera Capital (Canada)
Quebec, Canada
$504K +$459K +30,000 New
TMAM
414
Tokio Marine Asset Management
Japan
$500K +$38.6K +2,527 +9%
OWA
415
One Wealth Advisors
California
$498K -$41.6K -2,720 -8%
PCMM
416
Piedmont Capital Management (Montana)
Montana
$487K
USAA
417
United Services Automobile Association
Texas
$486K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$484K +$41.6K +2,718 +10%
SF
419
Synovus Financial
Georgia
$480K +$47.9K +3,135 +12%
BSW
420
Buckingham Strategic Wealth
Missouri
$479K +$66.1K +4,321 +18%
AssetMark Inc
421
AssetMark Inc
California
$474K -$59.1K -3,868 -12%
GA
422
Geller Advisors
New York
$473K +$427K +27,953 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$473K +$96.7K +6,326 +29%
APG
424
Abacus Planning Group
South Carolina
$458K -$29.2K -1,911 -7%
Wealthfront Advisers
425
Wealthfront Advisers
California
$457K +$12.2K +796 +3%

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.