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Hewlett Packard
HPE

Overview Fund Activity

745 hedge funds and large institutions have $23.6B invested in Hewlett Packard in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 178 increasing their positions, 329 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
19.88%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
111
Increased
178
Reduced
329
Closed
87
Calls
$127M
Puts
$90.5M
Net Calls
+$36.2M
Net Calls Change
+$35.8M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$132M
2
Dodge & Cox
Dodge & Cox
California
+$116M
3
SSM
Sound Shore Management
Connecticut
+$115M
4
TCP
Tourbillon Capital Partners
New York
+$103M
5
Primecap Management
Primecap Management
California
+$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$218M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$166M
4
Ameriprise
Ameriprise
Minnesota
-$161M
5
EM
Elliott Management
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
676
MOTCO
Texas
$18K +$18K +1,777 New
Nuveen Asset Management
677
Nuveen Asset Management
Illinois
$17.8K +$14.7K +1,428,254 +478%
SWA
678
Sutton Wealth Advisors
Florida
$17.4K +$17.4K +1,686 New
AIM
679
Advantage Investment Management
Iowa
$17K – – –
VCM
680
Versant Capital Management
Arizona
$17K +$10.3K +1,036 +153%
CAW
681
Cornerstone Advisors (Washington)
Washington
$17K +$13.7K +1,292 +410%
FANJ
682
Financial Architects (New Jersey)
New Jersey
$17K +$17K +1,671 New
WEC
683
Winslow Evans & Crocker
Massachusetts
$16.9K -$41 -4 -0.2%
IR
684
Invictus RG
Bermuda
$16K -$117K -11,269 -88%
LWM
685
Lenox Wealth Management
Ohio
$16K – – –
WIC
686
Woodmont Investment Counsel
Tennessee
$16K – – –
APSP
687
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K +$51 +5 +0.3%
RWG
688
Regal Wealth Group
California
$15K +$52 +5 +0.3%
TFO
689
Tarbox Family Office
California
$15K +$15K +1,504 New
CA
690
CapWealth Advisors
Tennessee
$13K – – –
DBT
691
Dubuque Bank & Trust
Iowa
$12K -$18.5K -1,860 -61%
VIA
692
Vantage Investment Advisors
Pennsylvania
$12K – – –
RAM
693
Riggs Asset Management
Pennsylvania
$11K – – –
FAM
694
Formidable Asset Management
Ohio
$11K – – –
FMP
695
Financial Management Professionals
Texas
$11K – – –
ED
696
Exane Derivatives
France
$10.7K – – –
BAM
697
Bruderman Asset Management
New York
$10K -$10.1K -977 -50%
PFBT
698
Parkside Financial Bank & Trust
Missouri
$10K +$10K +957 New
WAS
699
Winch Advisory Services
Wisconsin
$8K -$7.38K -683 -48%
PMFA
700
Plante Moran Financial Advisors
Michigan
$8K -$4.66K -464 -37%
26 27
28
29 30