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Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
676
Fisher Asset Management
Washington
$231K +$201K +10,920 New
TDC
677
Thompson Davis & Co
Virginia
$231K +$201K +10,900 New
IIM
678
Ironwood Investment Management
Massachusetts
$228K
I
679
IMPACTfolio
Colorado
$226K +$2.19K +119 +1%
LG
680
Leuthold Group
Minnesota
$226K +$197K +10,666 New
A
681
Allianz
Germany
$224K +$195K +10,600 New
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$223K
PP
683
Patten & Patten
Tennessee
$223K -$184K -10,000 -49%
DWM
684
Dakota Wealth Management
Florida
$222K +$193K +10,487 New
FFB
685
First Financial Bankshares
Texas
$221K +$192K +10,431 New
CAS
686
Coppell Advisory Solutions
Texas
$219K +$191K +10,348 New
MFG
687
Merit Financial Group
Georgia
$218K +$190K +10,309 New
AIM
688
Anchor Investment Management
South Carolina
$217K
JWM
689
Janiczek Wealth Management
Colorado
$216K -$7.8K -423 -4%
DOA
690
D'Orazio & Associates
Virginia
$216K +$3.32K +180 +2%
IFWM
691
Institute for Wealth Management
Colorado
$215K +$188K +10,178 New
SFWA
692
Summit Financial Wealth Advisors
Louisiana
$214K +$186K +10,106 New
LC
693
Lindbrook Capital
California
$212K +$12.8K +697 +7%
SIA
694
SeaBridge Investment Advisors
New Jersey
$212K
HCM
695
Howard Capital Management
Georgia
$212K +$184K +10,000 New
HA
696
Herold Advisors
New York
$211K +$183K +9,945 New
BCM
697
BluePath Capital Management
Georgia
$210K -$1.46K -79 -0.8%
CI
698
Conning Inc
Connecticut
$210K +$183K +9,938 New
TIA
699
Trust Investment Advisors
Indiana
$210K +$183K +9,935 New
William Blair Investment Management
700
William Blair Investment Management
Illinois
$209K -$38.9K -2,112 -18%

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.