Hewlett Packard
731 hedge funds and large institutions have $18.7B invested in Hewlett Packard in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 200 increasing their positions, 271 reducing their positions, and 64 closing their positions.
95% more call options, than puts
Call options by funds: $110M | Put options by funds: $56.6M
58% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 64
5% more funds holding
Funds holding: 698 → 731 (+33)
1.46% less ownership
Funds ownership: 83.3% → 81.85% (-1.5%)
6% less capital invested
Capital invested by funds: $19.8B → $18.7B (-$1.11B)
26% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 271
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$101M |
| 2 |
Pzena Investment Management
New York
|
+$99.3M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$73.9M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$59.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$57.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$140M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$123M |
| 3 |
JP Morgan Chase
New York
|
-$122M |
| 4 |
GC
Greenlight Capital
New York
|
-$115M |
| 5 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$83.2M |
HPE Hedge Fund Activity: Q4 2017 in Review
731 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2017, worth a combined $18.7B — down 5.6% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new HPE positions and 64 closed out — a net gain of 37 holders — while 200 added to existing stakes and 271 trimmed.
The largest buyer was Primecap Management, adding an estimated $101M. The largest seller was Sound Shore Management, exiting entirely with an estimated $140M sold.
- 731 institutional investors held Hewlett Packard (HPE) as of Q4 2017, up from 698 in Q3 2017.
- Funds reported $18.7B of Hewlett Packard stock for Q4 2017, down 5.6% quarter-over-quarter.
- 101 funds opened new Hewlett Packard positions in Q4 2017 and 64 closed out, a net change of +37 holders.
- The largest Hewlett Packard buyer in Q4 2017 was Primecap Management, an estimated $101M added.
- The largest Hewlett Packard seller in Q4 2017 was Sound Shore Management, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2017.