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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
ME
676
McIlrath & Eck
Washington
$32.1K +$13.9K +906 +90%
MA
677
Montag & Associates
Georgia
$31.9K
CFFP
678
Center for Financial Planning
Michigan
$31.9K
NA
679
NewEdge Advisors
Louisiana
$31.3K +$28.5K +1,865 New
OA
680
Operose Advisors
Wisconsin
$30.7K
OP
681
ORG Partners
Indiana
$30.2K +$27.6K +1,804 New
VNA
682
Valley National Advisers
Pennsylvania
$30K +$10.7K +700 +68%
JWA
683
JFS Wealth Advisors
Pennsylvania
$27.6K +$7.11K +465 +39%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$27.4K -$1.93K -126 -7%
FSWA
685
Financial Synergies Wealth Advisors
Texas
$26.6K +$31 +2 +0.1%
ASBI
686
American State Bank (Iowa)
Iowa
$25.2K
AA
687
Ancora Advisors
Ohio
$25.1K +$7.57K +495 +50%
CMP
688
Coston McIsaac & Partners
Maine
$25K
PWMG
689
Prestige Wealth Management Group
New Jersey
$24.6K +$15 +1 +0.1%
BCMLT
690
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K
WAM
691
Worth Asset Management
Texas
$22.8K
USB
692
Union Savings Bank
Connecticut
$21.9K +$19.3K +1,263 New
IUHSA
693
Itau Unibanco Holding S.A.
Brazil
$21.5K +$12.8K +834 +188%
DJSG
694
D.J. St. Germain
Massachusetts
$21.3K +$19.3K +1,265 New
FPF
695
First Pacific Financial
Washington
$20.4K +$18.6K +1,216 New
NIC
696
Northwest Investment Counselors
Oregon
$20.4K
BIA
697
Bell Investment Advisors
California
$20.2K +$4.02K +263 +28%
CSC
698
Caldwell Sutter Capital
California
$20.2K
FFL
699
Financial Freedom LLC
Ohio
$20K +$138 +9 +0.8%
WT
700
Washington Trust
Rhode Island
$19.5K

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.