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Hewlett Packard
HPE

Overview Fund Activity

729 hedge funds and large institutions have $18.7B invested in Hewlett Packard in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 270 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
16.56%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
101
Increased
199
Reduced
270
Closed
64
Calls
$110M
Puts
$56.6M
Net Calls
+$53.7M
Net Calls Change
+$6.27M

Top Buyers

1
Primecap Management
Primecap Management
California
+$102M
2
Pzena Investment Management
Pzena Investment Management
New York
+$100M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$74.7M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$59.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$58M

Top Sellers

1
SSM
Sound Shore Management
Connecticut
-$140M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$124M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$123M
4
GC
Greenlight Capital
New York
-$115M
5
WCMNY
Westchester Capital Management (New York)
New York
-$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
651
Versant Capital Management
Arizona
$10K – – –
LNB
652
Ledyard National Bank
$9K – – –
FMP
653
Financial Management Professionals
Texas
$9K – – –
MFW
654
Mosaic Family Wealth
Missouri
$9K – – –
HFP
655
Holistic Financial Partners
Indiana
$9K +$9K +595 New
MSA
656
Marino Stram & Associates
Massachusetts
$9K +$9K +627 New
HIIFS
657
Harel Insurance Investments & Financial Services
Israel
$8K – – –
SWP
658
Strategic Wealth Partners
Ohio
$8K +$8K +536 New
AA
659
AlphaMark Advisors
Kentucky
$7K – – –
WWM
660
Willingdon Wealth Management
North Carolina
$7K – – –
MSFP
661
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
BWA
662
Burt Wealth Advisors
Maryland
$7K – – –
CPA
663
Clear Perspective Advisors
Illinois
$7K – – –
FANJ
664
Financial Architects (New Jersey)
New Jersey
$7K +$4.29K +300 +159%
PS
665
Portfolio Strategies
New York
$7K +$7K +479 New
CB
666
Community Bank
New York
$7K +$7K +500 New
KLWA
667
Kelly Lawrence W & Associates
California
$7K +$7K +500 New
HWP
668
Hefty Wealth Partners
Indiana
$6K – – –
FCB
669
First Command Bank
Texas
$6K – – –
JWA
670
JFS Wealth Advisors
Pennsylvania
$6K – – –
VIA
671
Vantage Investment Advisors
Pennsylvania
$6K – – –
RBC
672
Roble Belko & Company
Pennsylvania
$6K – – –
FCFS
673
First Command Financial Services
Texas
$6K – – –
WAS
674
WESPAC Advisors SoCal
California
$6K +$419 +30 +8%
IBOK
675
Independence Bank of Kentucky
Kentucky
$6K +$6K +390 New
25 26
27
28 29