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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
BHBT
426
Burke & Herbert Bank & Trust
Virginia
$450K +$6.01K +393 +1%
CK
427
Cohen Klingenstein
New York
$440K
Cetera Investment Advisers
428
Cetera Investment Advisers
Illinois
$440K +$104K +6,781 +35%
SC
429
Savant Capital
Illinois
$436K -$30.6K -2,003 -7%
SMH
430
Sanders Morris Harris
Texas
$434K +$398K +26,000 New
CG
431
Caprock Group
Idaho
$432K -$17.1K -1,120 -4%
GIM
432
Grassi Investment Management
California
$430K
FT
433
Fiduciary Trust
Massachusetts
$427K -$10.1K -658 -3%
MWM
434
Mission Wealth Management
California
$427K -$107 -7 -0%
TCWM
435
Total Clarity Wealth Management
Illinois
$426K +$7.34K +480 +2%
Baird Financial Group
436
Baird Financial Group
Wisconsin
$426K +$23.7K +1,547 +6%
AG
437
Ascent Group
Virginia
$425K -$17.4K -1,137 -5%
TCA
438
Teewinot Capital Advisers
New York
$425K
GT
439
Greenleaf Trust
Michigan
$422K -$12.4K -810 -3%
IPW
440
Inlet Private Wealth
Florida
$421K -$4.59K -300 -1%
WT
441
Whittier Trust
California
$419K +$7.52K +492 +2%
MMPW
442
Mitchell McLeod Pugh & Williams
Alabama
$419K
APWM
443
Argonautica Private Wealth Management
Massachusetts
$415K -$7.88K -515 -2%
SPIA
444
Steward Partners Investment Advisory
New York
$412K -$67.3K -4,400 -15%
EP
445
Edgestream Partners
New Jersey
$411K -$267K -17,465 -42%
MIM
446
Montgomery Investment Management
Maryland
$407K
GLA
447
Great Lakes Advisors
Illinois
$407K -$579K -37,890 -61%
PA
448
Profund Advisors
Maryland
$406K +$101K +6,606 +38%
B
449
Bailard
California
$405K +$7.42K +485 +2%
ECM
450
Everence Capital Management
Indiana
$402K

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.