Hewlett Packard
745 hedge funds and large institutions have $23.6B invested in Hewlett Packard in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 178 increasing their positions, 329 reducing their positions, and 87 closing their positions.
40% more call options, than puts
Call options by funds: $127M | Put options by funds: $90.5M
28% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 87
13% more capital invested
Capital invested by funds: $21B → $23.6B (+$2.64B)
2% more funds holding
Funds holding: 729 → 745 (+16)
1.44% less ownership
Funds ownership: 136.61% → 135.17% (-1.4%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
46% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 329
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$108M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$94.3M |
| 3 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$93.3M |
| 4 |
TCP
Tourbillon Capital Partners
New York
|
+$83.5M |
| 5 |
Primecap Management
Pasadena,
California
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$178M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$173M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$135M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$131M |
| 5 |
EM
Elliott Management
New York
|
-$102M |
HPE Hedge Fund Activity: Q1 2016 in Review
745 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2016, worth a combined $23.6B — up 13% from $21B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new HPE positions and 87 closed out — a net gain of 24 holders — while 178 added to existing stakes and 329 trimmed.
The largest buyer was Iridian Asset Management, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $178M.
- 745 institutional investors held Hewlett Packard (HPE) as of Q1 2016, up from 729 in Q4 2015.
- Funds reported $23.6B of Hewlett Packard stock for Q1 2016, up 13% quarter-over-quarter.
- 111 funds opened new Hewlett Packard positions in Q1 2016 and 87 closed out, a net change of +24 holders.
- The largest Hewlett Packard buyer in Q1 2016 was Iridian Asset Management, an estimated $108M added.
- The largest Hewlett Packard seller in Q1 2016 was JP Morgan Chase, an estimated $178M sold.
Based on aggregated 13F filings for Q1 2016.