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Hewlett Packard

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 82.15%81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$53.9K
WB
652
Webster Bank
Connecticut
$53.8K -$73.4K -4,800 -60%
CYG
653
Clean Yield Group
Vermont
$53.8K
CSPIA
654
Cary Street Partners Investment Advisory
Virginia
$52.2K +$2.29K +150 +5%
LS
655
Livforsakringsbolaget Skandia
Sweden
$48.2K -$2.8M -183,000 -98%
AA
656
AlphaMark Advisors
Kentucky
$48K
JFA
657
JNBA Financial Advisors
Minnesota
$47K
PCFFS
658
Pacific Center for Financial Services
California
$46.8K
BWA
659
BDO Wealth Advisors
Florida
$45.8K
VLKIM
660
Van Lanschot Kempen Investment Management
Netherlands
$45K
FFA
661
Farther Finance Advisors
California
$44.6K -$5.28K -345 -11%
HCP
662
Hexagon Capital Partners
Arkansas
$44.4K -$520 -34 -1%
VCM
663
Versant Capital Management
Arizona
$44.1K -$2.06K -135 -5%
AA
664
Addison Advisors
Vermont
$43.1K
ADL
665
Asset Dedication LLC
California
$43K +$76 +5 +0.2%
CWP
666
Concord Wealth Partners
Virginia
$42.1K +$6.67K +436 +21%
GWM
667
Geneos Wealth Management
Colorado
$41.2K +$6.09K +398 +19%
GWS
668
Glassman Wealth Services
Virginia
$41.1K +$15.6K +1,023 +72%
HI
669
Hoey Investments
Pennsylvania
$40.3K
Loomis, Sayles & Company
670
Loomis, Sayles & Company
Massachusetts
$40K +$15.8K +1,034 +78%
HI
671
Harbour Investments
Wisconsin
$38.5K +$6.3K +412 +22%
TPCW
672
TD Private Client Wealth
New York
$37.5K -$1.67K -109 -5%
First Manhattan
673
First Manhattan
New York
$36.5K +$9.28K +607 +39%
DWA
674
Delos Wealth Advisors
Texas
$35.3K
EBA
675
Eagle Bay Advisors
New York
$34.3K -$826 -54 -3%

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.