We are live on ! Find out more
HPE icon

Hewlett Packard

848 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

39% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 238

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

5% more capital invested

Capital invested by funds: $17B → $17.9B (+$850M)

2% more funds holding

Funds holding: 833848 (+15)

6% less call options, than puts

Call options by funds: $53M | Put options by funds: $56.4M

1% less ownership

Funds ownership: 83.54%82.54% (-1%)

Holders
848
Holders Change
+15
Holders Change %
+1.8%
% of All Funds
13.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
332
Reduced
238
Closed
84
Calls
$53M
Puts
$56.4M
Net Calls
-$3.46M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
601
Great Valley Advisor Group
Delaware
$168K -$36.4K -2,168 -18%
SWP
602
Stratos Wealth Partners
Ohio
$167K +$168K +10,020 New
ASN
603
Advisory Services Network
Georgia
$165K +$11.3K +671 +7%
SIM
604
Sentry Investment Management
Wisconsin
$159K -$26.8K -1,601 -14%
OC
605
Oakworth Capital
Alabama
$157K
SOW
606
State of Wyoming
Wyoming
$156K +$78.6K +4,688 +101%
VRM
607
Vectors Research Management
New York
$150K -$1.22K -73 -0.8%
HA
608
Herold Advisors
New York
$149K +$149K +8,900 New
GRP
609
Global Retirement Partners
California
$146K +$168K +10,048 New
SSG
610
Summit Securities Group
New York
$141K -$374K -22,307 -73%
RE
611
RBC Europe
United Kingdom
$141K
HCM
612
Highlander Capital Management
New Jersey
$140K
CA
613
Clearstead Advisors
Ohio
$140K +$18K +1,075 +15%
WB
614
Webster Bank
Connecticut
$133K
AAP
615
Arax Advisory Partners
Colorado
$129K +$121K +7,189 +1,288%
SWM
616
Spire Wealth Management
Virginia
$123K +$18.1K +1,082 +17%
NIM
617
NuWave Investment Management
New Jersey
$120K +$120K +7,174 New
Bank Julius Baer & Co
618
Bank Julius Baer & Co
Switzerland
$117K -$201 -12 -0.2%
CWP
619
Concord Wealth Partners
Virginia
$110K +$18.6K +1,108 +20%
ECM
620
Estabrook Capital Management
New York
$107K -$5.87K -350 -5%
FCA
621
FinTrust Capital Advisors
South Carolina
$106K +$106K +6,325 New
BBHC
622
Brown Brothers Harriman & Co
New York
$105K -$5.85K -349 -5%
CFG
623
CKW Financial Group
Hawaii
$103K +$21.8K +1,300 +26%
JWM
624
Janiczek Wealth Management
Colorado
$102K +$39.7K +2,370 +63%
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K -$82.4K -4,917 -46%

HPE Hedge Fund Activity: Q1 2022 in Review

848 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2022, worth a combined $17.9B — up 5% from $17B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HPE positions and 84 closed out — a net gain of 26 holders — while 332 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $220M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $322M sold.

  • 848 institutional investors held Hewlett Packard (HPE) as of Q1 2022, up from 833 in Q4 2021.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2022, up 5% quarter-over-quarter.
  • 110 funds opened new Hewlett Packard positions in Q1 2022 and 84 closed out, a net change of +26 holders.
  • The largest Hewlett Packard buyer in Q1 2022 was Bank of New York Mellon, an estimated $220M added.
  • The largest Hewlett Packard seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.