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Hewlett Packard

793 hedge funds and large institutions have $12.6B invested in Hewlett Packard in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 272

0% more ownership

Funds ownership: 82.05%82.05% (+0%)

3% less funds holding

Funds holding: 820793 (-27)

10% less capital invested

Capital invested by funds: $14.1B → $12.6B (-$1.44B)

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

20% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $36.3M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
793
Holders Change
-27
Holders Change %
-3.29%
% of All Funds
13.66%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
68
Increased
279
Reduced
272
Closed
84
Calls
$28.9M
Puts
$36.3M
Net Calls
-$7.4M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
451
TCWP
Ohio
$235K +$24.3K +1,785 +10%
BMCM
452
Burns Matteson Capital Management
New York
$235K -$231K -16,963 -46%
EWA
453
EverSource Wealth Advisors
Alabama
$234K -$1.36K -100 -0.5%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$233K -$80.8K -5,944 -23%
DA
455
Duality Advisers
Florida
$232K +$263K +19,353 New
MGP
456
Metis Global Partners
California
$230K -$274K -20,153 -51%
WDA
457
Wendell David Associates
New Hampshire
$230K
ECM
458
Evergreen Capital Management
Washington
$228K +$21.5K +1,580 +9%
LGA
459
Lebenthal Global Advisors
New York
$227K
CCA
460
Checchi Capital Advisers
California
$226K -$5.45K -401 -2%
WAM
461
Watershed Asset Management
California
$226K +$26.3K +1,933 +11%
EWA
462
EP Wealth Advisors
California
$225K +$55.7K +4,102 +28%
TF
463
TIAA FSB
Florida
$220K -$11.2K -827 -4%
CICI
464
Capital Investment Counsel Inc
North Carolina
$218K -$31.6K -2,328 -11%
BCM
465
Brookstone Capital Management
Illinois
$218K -$3.04K -224 -1%
BFM
466
Boothbay Fund Management
New York
$217K +$246K +18,128 New
MIC
467
Meridian Investment Counsel
California
$213K -$16.3K -1,203 -6%
Credit Agricole
468
Credit Agricole
France
$213K
RJT
469
Raymond James Trust
Florida
$213K +$37.8K +2,780 +19%
CG
470
Colony Group
Massachusetts
$210K -$503 -37 -0.2%
NIM
471
Needham Investment Management
New York
$210K +$34K +2,500 +17%
WFA
472
Wipfli Financial Advisors
Wisconsin
$207K +$233K +17,157 New
AA
473
AlphaCentric Advisors
Puerto Rico
$207K +$235K +17,300 New
Cetera Investment Advisers
474
Cetera Investment Advisers
Illinois
$206K -$60.6K -4,462 -21%
AIP
475
Ameritas Investment Partners
Nebraska
$205K

HPE Hedge Fund Activity: Q3 2022 in Review

793 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2022, worth a combined $12.6B — down 10% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of HPE and 68 opened new positions — a net loss of 16 holders — while 272 trimmed existing stakes and 279 added.

The largest buyer was Arrowstreet Capital, adding an estimated $157M. The largest seller was Dodge & Cox, cutting an estimated $532M.

  • 793 institutional investors held Hewlett Packard (HPE) as of Q3 2022, down from 820 in Q2 2022.
  • Funds reported $12.6B of Hewlett Packard stock for Q3 2022, down 10% quarter-over-quarter.
  • 68 funds opened new Hewlett Packard positions in Q3 2022 and 84 closed out, a net change of -16 holders.
  • The largest Hewlett Packard buyer in Q3 2022 was Arrowstreet Capital, an estimated $157M added.
  • The largest Hewlett Packard seller in Q3 2022 was Dodge & Cox, an estimated $532M sold.

Based on aggregated 13F filings for Q3 2022.