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Hewlett Packard

848 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

39% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 238

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

5% more capital invested

Capital invested by funds: $17B → $17.9B (+$850M)

2% more funds holding

Funds holding: 833848 (+15)

6% less call options, than puts

Call options by funds: $53M | Put options by funds: $56.4M

1% less ownership

Funds ownership: 83.54%82.54% (-1%)

Holders
848
Holders Change
+15
Holders Change %
+1.8%
% of All Funds
13.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
332
Reduced
238
Closed
84
Calls
$53M
Puts
$56.4M
Net Calls
-$3.46M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
426
Verdence Capital Advisors
Maryland
$439K +$33.9K +2,020 +8%
CK
427
Cohen Klingenstein
New York
$438K
GT
428
Greenleaf Trust
Michigan
$437K +$10.4K +623 +2%
SMH
429
Sanders Morris Harris
Texas
$434K
CL
430
COWA LLC
Oklahoma
$434K +$143K +8,508 +49%
CG
431
Caprock Group
Idaho
$432K +$132K +7,893 +44%
DC
432
Davenport & Co
Virginia
$429K +$5.03K +300 +1%
WJWM
433
Williams Jones Wealth Management
New York
$429K +$431K +25,699 New
GIM
434
Grassi Investment Management
California
$428K
TCA
435
Teewinot Capital Advisers
New York
$423K
EF
436
Empirical Finance
Pennsylvania
$422K +$45K +2,683 +12%
SP
437
Symmetry Partners
Connecticut
$417K
BSW
438
Buckingham Strategic Wealth
Missouri
$410K -$108K -6,434 -21%
JSC
439
Jackson Square Capital
California
$409K
PA
440
Parallel Advisors
California
$407K -$8.16K -487 -2%
SPIA
441
Steward Partners Investment Advisory
New York
$407K +$91.6K +5,465 +29%
MMPW
442
Mitchell McLeod Pugh & Williams
Alabama
$404K +$22.6K +1,350 +6%
FIM
443
Freedom Investment Management
Connecticut
$401K +$402K +24,004 New
FT
444
Fiduciary Trust
Massachusetts
$398K -$13.4K -800 -3%
Cetera Investment Advisers
445
Cetera Investment Advisers
Illinois
$395K -$478K -28,497 -55%
B
446
Bailard
California
$395K +$127K +7,594 +47%
NRS
447
Neville Rodie & Shaw
New York
$392K
MIAN
448
Mariner Independent Advisor Network
Kansas
$392K +$401K +23,922 New
BIP
449
Blueprint Investment Partners
North Carolina
$379K +$14.5K +866 +4%
UCFA
450
United Capital Financial Advisors
Texas
$378K -$466K -27,818 -55%

HPE Hedge Fund Activity: Q1 2022 in Review

848 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2022, worth a combined $17.9B — up 5% from $17B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HPE positions and 84 closed out — a net gain of 26 holders — while 332 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $220M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $322M sold.

  • 848 institutional investors held Hewlett Packard (HPE) as of Q1 2022, up from 833 in Q4 2021.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2022, up 5% quarter-over-quarter.
  • 110 funds opened new Hewlett Packard positions in Q1 2022 and 84 closed out, a net change of +26 holders.
  • The largest Hewlett Packard buyer in Q1 2022 was Bank of New York Mellon, an estimated $220M added.
  • The largest Hewlett Packard seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.