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Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
576
Hudock Inc
Pennsylvania
$48K +$138 +10 +0.3%
BFC
577
Bedel Financial Consulting
Indiana
$47K +$7.91K +571 +24%
JFA
578
JNBA Financial Advisors
Minnesota
$46K
O
579
Ossiam
France
$45K -$429K -30,983 -91%
FFA
580
Freedman Financial Associates
Massachusetts
$44K
TWA
581
TCI Wealth Advisors
Arizona
$44K +$4.46K +322 +13%
IF
582
Ironwood Financial
Arizona
$43K
AIL
583
AGF Investments LLC
Ontario, Canada
$43K +$22.5K +1,627 +149%
ADL
584
Asset Dedication LLC
California
$41K +$14 +1 +0%
CIA
585
CSat Investment Advisory
Michigan
$40K -$8.75K -632 -20%
LC
586
Lindbrook Capital
California
$40K +$637 +46 +2%
JCM
587
Jacobi Capital Management
Pennsylvania
$39K -$2.77K -200 -8%
JWM
588
Janiczek Wealth Management
Colorado
$39K
VCM
589
Versant Capital Management
Arizona
$39K
AIC
590
Ameritas Investment Company
Nebraska
$36.6K +$32.2K +2,327 New
VLKIM
591
Van Lanschot Kempen Investment Management
Netherlands
$36K
PO
592
Private Ocean
California
$35K -$2.77K -200 -8%
GLLW
593
Graves Light Lenhart Wealth
Virginia
$35K
SSB
594
Sandy Spring Bank
Maryland
$35K +$13.8K +1,000 +83%
WAP
595
Wealthcare Advisory Partners
Pennsylvania
$35K +$31K +2,240 New
ONST
596
Old North State Trust
North Carolina
$33K
CA
597
Centerpoint Advisors
Massachusetts
$32K
H
598
Hexavest
Quebec, Canada
$32K
BCA
599
Berman Capital Advisors
Georgia
$32K +$25.8K +1,862 +824%
TCM
600
Tradewinds Capital Management
Washington
$31K

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.