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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
TF
701
TimeScale Financial
Massachusetts
$4K +$42 +3 +1%
AIC
702
Archer Investment Corporation
Indiana
$3.15K
AF
703
Advisornet Financial
Minnesota
$3K -$3.5K -253 -56%
AP
704
Atwood & Palmer
Missouri
$3K
CHA
705
Carmichael Hill & Associates
Maryland
$3K
CFA
706
Carroll Financial Associates
North Carolina
$3K
CPA
707
Cowen Prime Advisors
New York
$3K
HCP
708
Hexagon Capital Partners
Arkansas
$3K
HI
709
Hoey Investments
Pennsylvania
$3K
TSW
710
Thompson Siegel & Walmsley
Virginia
$3K
BG
711
Bollard Group
Massachusetts
$3K +$14 +1 +0.6%
CIR
712
Clear Investment Research
Georgia
$3K +$28 +2 +1%
MA
713
MCF Advisors
Kentucky
$3K +$1.94K +140 +187%
HWA
714
HHM Wealth Advisors
Tennessee
$3K +$2.62K +189 New
LCM
715
Logan Capital Management
Pennsylvania
$3K +$2.71K +196 New
WPA
716
West Paces Advisors
Georgia
$2.82K
AFS
717
Annapolis Financial Services
Maryland
$2K
CAL
718
Capital Advisors Ltd
Ohio
$2K
FWM
719
Focused Wealth Management
New York
$2K
LGWM
720
Litman Gregory Wealth Management
California
$2K
MAM
721
McCarthy Asset Management
California
$2K
MLFP
722
MPS Loria Financial Planners
Illinois
$2K
RG
723
Retirement Group
California
$2K
SFSIG
724
San Francisco Sentry Investment Group
California
$2K
BWM
725
Baystate Wealth Management
Massachusetts
$2K +$14 +1 +0.9%

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.