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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
BIP
476
Blueprint Investment Partners
North Carolina
$341K +$137K +8,950 +79%
PCIA
477
Prime Capital Investment Advisors
Kansas
$340K -$32.6K -2,131 -10%
SAM
478
Silvercrest Asset Management
New York
$338K +$4.3K +281 +1%
LTI
479
Laffer Tengler Investments
Tennessee
$337K +$1.02K +67 +0.3%
CT
480
Cambridge Trust
Massachusetts
$337K
SACTSONJ
481
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$336K
NIM
482
Needham Investment Management
New York
$336K +$38.2K +2,500 +14%
CCA
483
Checchi Capital Advisers
California
$333K +$21.3K +1,394 +8%
ALAM
484
Asahi Life Asset Management
Japan
$329K -$2.9K -190 -1%
LGA
485
Lebenthal Global Advisors
New York
$327K -$17.7K -1,156 -6%
CICI
486
Capital Investment Counsel Inc
North Carolina
$327K +$7.95K +520 +3%
WDA
487
Wendell David Associates
New Hampshire
$323K
AIP
488
Ameritas Investment Partners
Nebraska
$322K +$336 +22 +0.1%
BWP
489
BSW Wealth Partners
Colorado
$318K -$5.54K -362 -2%
HI
490
Horizon Investments
North Carolina
$316K +$20.2K +1,322 +8%
Northwestern Mutual Wealth Management
491
Northwestern Mutual Wealth Management
Wisconsin
$316K +$2.16K +141 +0.8%
VAM
492
Verity Asset Management
North Carolina
$313K +$113K +7,365 +65%
BCM
493
Brookstone Capital Management
Illinois
$312K -$703 -46 -0.2%
PTC
494
Private Trust Company
Ohio
$311K +$16.8K +1,101 +6%
CL
495
COWA LLC
Oklahoma
$310K -$7.29K -477 -3%
BJL
496
Brighton Jones LLC
Washington
$307K +$28.2K +1,846 +11%
FTDI
497
First Trust Direct Indexing
Massachusetts
$307K +$30.7K +2,008 +12%
EI
498
Ellevest Inc
New York
$305K +$3.04K +199 +1%
ECM
499
Evergreen Capital Management
Washington
$301K +$38.2K +2,498 +16%
MIC
500
Meridian Investment Counsel
California
$298K

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.