We are live on ! Find out more
HPE icon

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
DWMG
651
DB Wealth Management Group
California
$13K
EARNEST Partners
652
EARNEST Partners
Georgia
$13K
PCC
653
Park Circle Company
Maryland
$13K
PB
654
Pinnacle Bancorp
Nebraska
$13K
TFM
655
TFC Financial Management
Massachusetts
$13K
TC
656
Trust Company
Kansas
$13K
TFS
657
TrustCore Financial Services
Tennessee
$13K +$97 +7 +0.9%
NFSG
658
Newbridge Financial Services Group
Florida
$13K +$111 +8 +0.9%
LAIC
659
Lederer & Associates Investment Counsel
California
$12.6K +$11.1K +800 New
GRP
660
Global Retirement Partners
California
$12K +$14 +1 +0.1%
PCG
661
Private Capital Group
Connecticut
$12K +$388 +28 +4%
Loomis, Sayles & Company
662
Loomis, Sayles & Company
Massachusetts
$12K +$6.22K +449 +139%
CWA
663
Clearview Wealth Advisors
Oregon
$12K +$6.92K +500 +212%
CFFP
664
Center for Financial Planning
Michigan
$11K
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$11K
TFO
666
Tarbox Family Office
California
$11K
GWS
667
Glassman Wealth Services
Virginia
$11K +$1.58K +114 +20%
MWP
668
Meridian Wealth Partners
Pennsylvania
$11K +$9.53K +688 New
CFO
669
CVA Family Office
Colorado
$11K +$10.1K +730 New
FMP
670
Financial Management Professionals
Texas
$10K -$3.46K -250 -28%
NSIM
671
North Star Investment Management
Illinois
$10K -$1.14K -82 -11%
LWA
672
Lenox Wealth Advisors
New York
$10K
SIM
673
Sonora Investment Management
Arizona
$10K
Nisa Investment Advisors
674
Nisa Investment Advisors
Missouri
$9.99K -$70.6K -5,100 -0.8%
Canada Pension Plan Investment Board
675
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$133K -9,609 -94%

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.