We are live on ! Find out more
HPE icon

Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
526
Focus Partners Advisor Solutions
Missouri
$503K +$57.1K +3,098 +15%
FFM
527
Forum Financial Management
Illinois
$502K +$48.1K +2,607 +12%
AI
528
Atria Investments
North Carolina
$498K +$433K +23,513 New
CCIA
529
Cherry Creek Investment Advisors
Colorado
$496K +$432K +23,414 New
WRPWM
530
Werba Rubin Papier Wealth Management
California
$487K +$135K +7,329 +47%
OQS
531
Occudo Quantitative Strategies
Florida
$486K +$423K +22,946 New
GA
532
Geller Advisors
New York
$483K -$64.8K -3,515 -13%
CAM
533
Cidel Asset Management
Ontario, Canada
$483K -$15.1K -819 -3%
EWP
534
Elevation Wealth Partners
California
$481K +$4.61K +250 +1%
ECM
535
Evergreen Capital Management
Washington
$476K +$24.2K +1,315 +6%
CAM
536
Carret Asset Management
New York
$473K
MFG
537
MidWestOne Financial Group
Iowa
$470K -$21.2K -1,152 -5%
RG
538
Rathbones Group
United Kingdom
$469K -$47.1K -2,556 -10%
SF
539
Synovus Financial
Georgia
$466K -$48.1K -2,608 -11%
AssetMark Inc
540
AssetMark Inc
California
$458K -$29.4K -1,595 -7%
MAS
541
Meeder Advisory Services
Ohio
$455K +$89.5K +4,858 +29%
Brown Advisory
542
Brown Advisory
Maryland
$451K +$61.8K +3,352 +19%
SAM
543
Silvercrest Asset Management
New York
$448K
CCM
544
Coldstream Capital Management
Washington
$448K +$38K +2,059 +11%
BCM
545
Brookstone Capital Management
Illinois
$447K +$86.1K +4,670 +28%
SWIG
546
Strategic Wealth Investment Group
Kentucky
$446K +$389K +21,082 New
Focus Partners Wealth
547
Focus Partners Wealth
Massachusetts
$446K +$55.3K +2,999 +17%
STA
548
Summit Trail Advisors
New York
$445K -$23.5K -1,274 -6%
PPWP
549
Premier Path Wealth Partners
New Jersey
$444K +$13.1K +709 +3%
IPW
550
Inlet Private Wealth
Florida
$436K

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.