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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
AWC
451
Abundance Wealth Counselors
Pennsylvania
$396K -$2.08K -136 -0.6%
VHAM
452
Van Hulzen Asset Management
California
$394K +$1.79K +117 +0.5%
AWM
453
Apollon Wealth Management
South Carolina
$388K +$186K +12,150 +111%
CAM
454
Carret Asset Management
New York
$384K -$31.1K -2,033 -8%
CGL
455
Clarius Group LLC
Washington
$383K +$1.35K +88 +0.4%
SWS
456
SYSTM Wealth Solutions
Illinois
$378K +$7.68K +502 +2%
EWP
457
Elevation Wealth Partners
California
$378K
VCA
458
Verdence Capital Advisors
Maryland
$375K +$27.4K +1,793 +9%
KPWS
459
Kestra Private Wealth Services
Texas
$374K -$541K -35,362 -61%
EWA
460
EP Wealth Advisors
California
$373K -$3.94M -257,728 -93%
FRM
461
Fox Run Management
Connecticut
$372K +$339K +22,172 New
WWM
462
Western Wealth Management
Colorado
$368K +$17.2K +1,128 +5%
NRS
463
Neville Rodie & Shaw
New York
$366K
MAS
464
Meeder Advisory Services
Ohio
$364K -$6.73K -440 -2%
SS
465
Simplicity Solutions
Minnesota
$363K +$11.8K +773 +4%
BFG
466
Bleakley Financial Group
New Jersey
$363K +$11.9K +777 +4%
HNB
467
Huntington National Bank
Ohio
$360K -$6.38K -417 -2%
FNBTCON
468
First National Bank & Trust Co of Newtown
Pennsylvania
$360K
SWIG
469
Strategic Wealth Investment Group
Kentucky
$354K
GIA
470
Guyasuta Investment Advisors
Pennsylvania
$352K -$76.5K -5,000 -19%
CCM
471
Coldstream Capital Management
Washington
$351K -$8.24K -539 -3%
AM
472
AGF Management
Ontario, Canada
$348K -$3.51M -229,286 -92%
FFM
473
Forum Financial Management
Illinois
$346K +$1.22K +80 +0.4%
ST
474
Smithfield Trust
Pennsylvania
$344K
KAS
475
Kestra Advisory Services
Texas
$343K -$278K -18,200 -47%

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.