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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
451
Claret Asset Management
Quebec, Canada
$276K +$55.5K +3,348 +22%
IAM
452
Impax Asset Management
New Hampshire
$275K +$25K +1,505 +9%
Brown Advisory
453
Brown Advisory
Maryland
$266K +$74.7K +4,502 +33%
PI
454
Putnam Investments
Massachusetts
$263K -$32.5K -1,958 -10%
LFAS
455
Level Four Advisory Services
Texas
$261K +$4.15K +250 +1%
GWM
456
Geneos Wealth Management
Colorado
$257K -$696 -42 -0.2%
BF
457
BOK Financial
Oklahoma
$257K +$17.1K +1,032 +6%
WIM
458
Westside Investment Management
California
$252K -$4.97K -300 -2%
TU
459
TDAM USA
Ontario, Canada
$252K +$36.5K +2,201 +15%
LOAME
460
Lombard Odier Asset Management (Europe)
United Kingdom
$250K
KCM
461
Kanawha Capital Management
Virginia
$249K -$10.9K -660 -4%
CMBA
462
C.M. Bidwell & Associates
Hawaii
$247K -$268K -16,175 -49%
BFS
463
Bradley Foster & Sargent
Connecticut
$243K
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K
PCAP
465
Pratt Collard Advisory Partners
New York
$242K -$26.1K -1,575 -9%
IRC
466
Investors Research Corp
Georgia
$242K -$1.24K -75 -0.5%
HPC
467
HM Payson & Co
Maine
$242K +$6.6K +398 +2%
Fisher Asset Management
468
Fisher Asset Management
Washington
$241K -$324K -19,524 -54%
PI
469
PineBridge Investments
New York
$241K +$238K +14,331 +667%
IAMOG
470
Investors Asset Management of Georgia
Georgia
$236K -$8.29K -500 -3%
SWP
471
Stratos Wealth Partners
Ohio
$236K +$85.4K +5,149 +47%
SI
472
Stephens Inc
Arkansas
$235K -$68K -4,100 -20%
Mirae Asset Global Investments
473
Mirae Asset Global Investments
South Korea
$233K -$3.73K -225 -1%
BIM
474
Bridgecreek Investment Management
Oklahoma
$231K
JGUA
475
John G. Ullman & Associates
New York
$231K +$36.5K +2,200 +16%

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.