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Hewlett Packard
HPE

833 hedge funds and large institutions have $17B invested in Hewlett Packard in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 307 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 63

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 218

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.69B)

8% more funds holding

Funds holding: 768 → 833 (+65)

1.2% more ownership

Funds ownership: 82.34% → 83.54% (+1.2%)

69% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $112M

Holders
833
Holders Change
+65
Holders Change %
+8.46%
% of All Funds
12.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
137
Increased
307
Reduced
218
Closed
63
Calls
$34.2M
Puts
$112M
Net Calls
-$77.7M
Net Calls Change
-$33.2M

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$41.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.8M
3
State Street
State Street
Massachusetts
+$30.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$26.4M
5
Barclays
Barclays
United Kingdom
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$135M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.3M
3
Invesco
Invesco
Georgia
-$49.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$24.9M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
451
LWM Advisory Services
Florida
$295K +$282K +18,721 New
CW
452
Connectus Wealth
Ohio
$293K +$280K +18,555 New
EWM
453
Empirical Wealth Management
Washington
$292K +$5.46K +362 +2%
BCM
454
Bluefin Capital Management
New York
$291K +$278K +18,430 New
JGUA
455
John G. Ullman & Associates
New York
$290K -$9.05K -600 -3%
VCG
456
Vantage Consulting Group
Virginia
$287K +$2.76K +183 +1%
SA
457
Syntax Advisors
New York
$287K +$274K +18,178 New
CCC
458
Crescent Capital Consulting
Louisiana
$285K – – –
BL
459
Balentine LLC
Georgia
$284K +$21.1K +1,400 +8%
CG
460
Caprock Group
Idaho
$283K +$54.4K +3,608 +25%
EFS
461
Econ Financial Services
Pennsylvania
$283K +$271K +17,950 New
CICI
462
Capital Investment Counsel Inc
North Carolina
$282K +$4.84K +321 +2%
WAM
463
Watershed Asset Management
California
$282K +$270K +17,882 New
CCP
464
Corient Capital Partners
California
$278K +$54.4K +3,608 +26%
FTDI
465
First Trust Direct Indexing
Massachusetts
$277K +$28.2K +1,871 +12%
Brown Advisory
466
Brown Advisory
Maryland
$275K -$35.6K -2,360 -12%
CL
467
COWA LLC
Oklahoma
$275K +$263K +17,439 New
MWM
468
Modera Wealth Management
New Jersey
$273K +$261K +17,336 New
BG
469
Bahl & Gaynor
Ohio
$272K – – –
AIP
470
Ameritas Investment Partners
Nebraska
$270K -$23.8K -1,577 -8%
BFS
471
Bradley Foster & Sargent
Connecticut
$270K +$6.88K +456 +3%
HCM
472
Huber Capital Management
California
$263K +$2.64K +175 +1%
GCM
473
Gladius Capital Management
Illinois
$263K +$251K +16,677 New
CTC
474
Central Trust Company
Missouri
$262K +$754 +50 +0.3%
LIM
475
Longfellow Investment Management
Massachusetts
$258K – – –
17 18
19
20 21

HPE Hedge Fund Activity: Q4 2021 in Review

833 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2021, worth a combined $17B — up 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 63 closed out — a net gain of 74 holders — while 307 added to existing stakes and 218 trimmed.

The largest buyer was Amundi, adding an estimated $41.7M. The largest seller was Dodge & Cox, cutting an estimated $135M.

  • 833 institutional investors held Hewlett Packard (HPE) as of Q4 2021, up from 768 in Q3 2021.
  • Funds reported $17B of Hewlett Packard stock for Q4 2021, up 11% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q4 2021 and 63 closed out, a net change of +74 holders.
  • The largest Hewlett Packard buyer in Q4 2021 was Amundi, an estimated $41.7M added.
  • The largest Hewlett Packard seller in Q4 2021 was Dodge & Cox, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2021.