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Hewlett Packard

761 hedge funds and large institutions have $17.3B invested in Hewlett Packard in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 247 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $30M | Put options by funds: $26.7M

1% more capital invested

Capital invested by funds: $17.2B → $17.3B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.54% less ownership

Funds ownership: 81.25%80.71% (-0.54%)

5% less funds holding

Funds holding: 799761 (-38)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 296

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

Holders
761
Holders Change
-38
Holders Change %
-4.76%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
247
Reduced
296
Closed
81
Calls
$30M
Puts
$26.7M
Net Calls
+$3.36M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
426
Buckingham Strategic Wealth
Missouri
$327K +$178K +11,730 +115%
RB
427
Rodgers Brothers
Pennsylvania
$325K
HI
428
Horizon Investments
North Carolina
$325K +$114K +7,505 +53%
PCMC
429
Paragon Capital Management (Colorado)
Colorado
$322K -$5.99K -395 -2%
EWM
430
Empirical Wealth Management
Washington
$320K +$66.6K +4,392 +26%
IRF
431
IBM Retirement Fund
New York
$319K -$1.41K -93 -0.4%
BO
432
BRR OpCo
Ohio
$319K +$409 +27 +0.1%
DWT
433
Dorsey & Whitney Trust
South Dakota
$311K -$3.42K -226 -1%
LFAS
434
Level Four Advisory Services
Texas
$308K +$35.2K +2,324 +13%
AI
435
Atria Investments
North Carolina
$304K -$115K -7,619 -25%
ER
436
Enlightenment Research
Florida
$303K +$155K +10,200 +86%
CICI
437
Capital Investment Counsel Inc
North Carolina
$300K -$7.93K -523 -3%
SMH
438
Sanders Morris Harris
Texas
$300K +$301K +19,884 New
CC
439
ClearArc Capital
Ohio
$299K -$47.1K -3,105 -13%
SACTSONJ
440
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$299K +$303K +20,000 New
PIA
441
Piedmont Investment Advisors
North Carolina
$298K -$36.1K -2,382 -11%
AMIM
442
Aull & Monroe Investment Management
Alabama
$298K -$4.09K -270 -1%
BBA
443
BLB&B Advisors
Pennsylvania
$297K -$2.27K -150 -0.7%
APA
444
American Portfolios Advisors
New York
$293K -$2.23K -147 -0.7%
MML Investors Services
445
MML Investors Services
Massachusetts
$293K +$12.6K +832 +4%
MERSOM
446
Municipal Employees' Retirement System of Michigan
Michigan
$288K
Nomura Holdings
447
Nomura Holdings
Japan
$281K +$78.3K +5,164 +39%
FHB
448
First Hawaiian Bank
Hawaii
$276K -$566K -37,341 -67%
CAN
449
Cetera Advisor Networks
California
$266K +$9.17K +605 +4%
Baird Financial Group
450
Baird Financial Group
Wisconsin
$263K +$19.1K +1,262 +8%

HPE Hedge Fund Activity: Q2 2019 in Review

761 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2019, worth a combined $17.3B — up 0.71% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of HPE and 55 opened new positions — a net loss of 26 holders — while 296 trimmed existing stakes and 247 added.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Dodge & Cox, cutting an estimated $358M.

  • 761 institutional investors held Hewlett Packard (HPE) as of Q2 2019, down from 799 in Q1 2019.
  • Funds reported $17.3B of Hewlett Packard stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 55 funds opened new Hewlett Packard positions in Q2 2019 and 81 closed out, a net change of -26 holders.
  • The largest Hewlett Packard buyer in Q2 2019 was Nuveen, an estimated $110M added.
  • The largest Hewlett Packard seller in Q2 2019 was Dodge & Cox, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2019.