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Hewlett Packard

793 hedge funds and large institutions have $12.6B invested in Hewlett Packard in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 272

0% more ownership

Funds ownership: 82.05%82.05% (+0%)

3% less funds holding

Funds holding: 820793 (-27)

10% less capital invested

Capital invested by funds: $14.1B → $12.6B (-$1.44B)

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

20% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $36.3M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
793
Holders Change
-27
Holders Change %
-3.29%
% of All Funds
13.66%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
68
Increased
279
Reduced
272
Closed
84
Calls
$28.9M
Puts
$36.3M
Net Calls
-$7.4M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
601
Kelly Financial Services
Massachusetts
$46.6K +$353 +26 +0.7%
CFG
602
CKW Financial Group
Hawaii
$45K -$27.2K -2,000 -35%
SN
603
Sittner & Nelson
Oregon
$45K -$13.6K -1,000 -21%
SWA
604
SOA Wealth Advisors
New York
$45K -$14 -1 -0%
TWM
605
Tradition Wealth Management
Minnesota
$43K
LC
606
Lindbrook Capital
California
$42K -$693 -51 -1%
Loomis, Sayles & Company
607
Loomis, Sayles & Company
Massachusetts
$42K +$45.7K +3,362 +3,056%
A
608
AustralianSuper
Australia
$41.9K +$1.12M +82,126 +2%
CYG
609
Clean Yield Group
Vermont
$38K
HI
610
Hudock Inc
Pennsylvania
$38K +$299 +22 +0.7%
KFI
611
Key Financial Inc
Pennsylvania
$38K +$897 +66 +2%
TWA
612
TCI Wealth Advisors
Arizona
$38K +$3.4K +250 +9%
First Manhattan
613
First Manhattan
New York
$36K
TPCW
614
TD Private Client Wealth
New York
$35.3K +$3.15K +232 +9%
JFA
615
JNBA Financial Advisors
Minnesota
$34K
BWA
616
BDO Wealth Advisors
Florida
$33K -$2.54K -187 -6%
PCFFS
617
Pacific Center for Financial Services
California
$33K +$37.8K +2,784 New
VLKIM
618
Van Lanschot Kempen Investment Management
Netherlands
$32K -$2.92K -215 -7%
FFA
619
Founders Financial Alliance
North Carolina
$32K -$2.16K -159 -6%
VCM
620
Versant Capital Management
Arizona
$31K
AA
621
Addison Advisors
Vermont
$31K +$992 +73 +3%
CFFP
622
Center for Financial Planning
Michigan
$30K -$2.58K -190 -7%
CCM
623
Covington Capital Management
California
$30K +$4.08K +300 +14%
DCM
624
Dupont Capital Management
Delaware
$30K +$14.9K +1,100 +78%
HS
625
Horan Securities
United States
$27K +$20.4K +1,504 +212%

HPE Hedge Fund Activity: Q3 2022 in Review

793 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2022, worth a combined $12.6B — down 10% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of HPE and 68 opened new positions — a net loss of 16 holders — while 272 trimmed existing stakes and 279 added.

The largest buyer was Arrowstreet Capital, adding an estimated $157M. The largest seller was Dodge & Cox, cutting an estimated $532M.

  • 793 institutional investors held Hewlett Packard (HPE) as of Q3 2022, down from 820 in Q2 2022.
  • Funds reported $12.6B of Hewlett Packard stock for Q3 2022, down 10% quarter-over-quarter.
  • 68 funds opened new Hewlett Packard positions in Q3 2022 and 84 closed out, a net change of -16 holders.
  • The largest Hewlett Packard buyer in Q3 2022 was Arrowstreet Capital, an estimated $157M added.
  • The largest Hewlett Packard seller in Q3 2022 was Dodge & Cox, an estimated $532M sold.

Based on aggregated 13F filings for Q3 2022.