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Hewlett Packard

847 hedge funds and large institutions have $16.7B invested in Hewlett Packard in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 314 increasing their positions, 239 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 60

32% more capital invested

Capital invested by funds: $12.6B → $16.7B (+$4.1B)

31% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 239

7% more funds holding

Funds holding: 793847 (+54)

0.83% more ownership

Funds ownership: 82.05%82.88% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less call options, than puts

Call options by funds: $57.7M | Put options by funds: $59.5M

Holders
847
Holders Change
+54
Holders Change %
+6.81%
% of All Funds
13.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
131
Increased
314
Reduced
239
Closed
60
Calls
$57.7M
Puts
$59.5M
Net Calls
-$1.88M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SN
626
Sittner & Nelson
Oregon
$60.4K
CAS
627
Coppell Advisory Solutions
Texas
$59.1K +$54.6K +3,702 New
CASC
628
Coppell Advisory Solutions Corp
Texas
$59.1K +$54.6K +3,702 New
TWM
629
Tradition Wealth Management
Minnesota
$58K +$663 +45 +1%
CI Investments Inc
630
CI Investments Inc
Ontario, Canada
$58K +$27.7K +1,881 +108%
CFG
631
CKW Financial Group
Hawaii
$55K -$4.42K -300 -8%
CYG
632
Clean Yield Group
Vermont
$51.1K
MS
633
Marshall & Sullivan
Washington
$49.5K +$45.7K +3,100 New
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$48K -$6.86K -465 -13%
CWP
635
Concord Wealth Partners
Virginia
$45.5K +$42.1K +2,854 New
Twin Tree Management
636
Twin Tree Management
Texas
$44.8K +$41.4K +2,808 New
JFA
637
JNBA Financial Advisors
Minnesota
$44.7K
HCP
638
Hexagon Capital Partners
Arkansas
$44.1K +$13.9K +943 +52%
BWA
639
BDO Wealth Advisors
Florida
$43.5K
FFA
640
Farther Finance Advisors
California
$43K +$39.7K +2,693 New
VLKIM
641
Van Lanschot Kempen Investment Management
Netherlands
$42.7K
FFA
642
Founders Financial Alliance
North Carolina
$42.3K +$265 +18 +0.7%
VCM
643
Versant Capital Management
Arizona
$41.2K
PMEF
644
Point72 Middle East FZE
United Arab Emirates
$41.1K +$38K +2,576 New
ADL
645
Asset Dedication LLC
California
$41K +$4.51K +306 +13%
AA
646
Addison Advisors
Vermont
$41K
CFFP
647
Center for Financial Planning
Michigan
$39.7K
TPCW
648
TD Private Client Wealth
New York
$39.5K -$7.05K -478 -16%
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$39K +$5.32K +361 +18%
KFI
650
Key Financial Inc
Pennsylvania
$38.5K

HPE Hedge Fund Activity: Q4 2022 in Review

847 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2022, worth a combined $16.7B — up 32% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new HPE positions and 60 closed out — a net gain of 71 holders — while 314 added to existing stakes and 239 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $120M. The largest seller was Primecap Management, cutting an estimated $135M.

  • 847 institutional investors held Hewlett Packard (HPE) as of Q4 2022, up from 793 in Q3 2022.
  • Funds reported $16.7B of Hewlett Packard stock for Q4 2022, up 32% quarter-over-quarter.
  • 131 funds opened new Hewlett Packard positions in Q4 2022 and 60 closed out, a net change of +71 holders.
  • The largest Hewlett Packard buyer in Q4 2022 was Arrowstreet Capital, an estimated $120M added.
  • The largest Hewlett Packard seller in Q4 2022 was Primecap Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2022.