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Hewlett Packard

793 hedge funds and large institutions have $12.6B invested in Hewlett Packard in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 272

0% more ownership

Funds ownership: 82.05%82.05% (+0%)

3% less funds holding

Funds holding: 820793 (-27)

10% less capital invested

Capital invested by funds: $14.1B → $12.6B (-$1.44B)

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

20% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $36.3M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
793
Holders Change
-27
Holders Change %
-3.29%
% of All Funds
13.66%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
68
Increased
279
Reduced
272
Closed
84
Calls
$28.9M
Puts
$36.3M
Net Calls
-$7.4M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$7K +$2.24K +165 +38%
MCC
702
Money Concepts Capital
Florida
$7K +$8.19K +603 New
CFD
703
Creative Financial Designs
Indiana
$6K
JEST
704
JTC Employer Solutions Trustee
Jersey
$6K
PP
705
PrairieView Partners
Minnesota
$6K
ODG
706
O'Dell Group
Ohio
$6K +$68 +5 +1%
MCM
707
MV Capital Management
Maryland
$6K +$149 +11 +2%
CAL
708
Capital Advisors Ltd
Ohio
$6K +$2.19K +161 +44%
EWM
709
Evermay Wealth Management
Virginia
$5K -$1.66K -122 -24%
APC
710
Aspire Private Capital
North Carolina
$5K -$1.14K -84 -16%
AAP
711
Arax Advisory Partners
Colorado
$5K
BWP
712
Baldwin Wealth Partners
Massachusetts
$5K
LWP
713
Lumature Wealth Partners
Georgia
$5K
NF
714
Norwood Financial
Pennsylvania
$5K
OIA
715
Optimum Investment Advisors
Illinois
$5K
RBC
716
Roble Belko & Company
Pennsylvania
$5K
SWM
717
Selective Wealth Management
Virginia
$5K
TC
718
Trust Company
Kansas
$5K
RA
719
Rise Advisors
New York
$5K +$54 +4 +1%
FC
720
Family CFO
California
$4.79K
HWA
721
Heritage Wealth Advisors
Virginia
$4.79K
AWM
722
Accel Wealth Management
Iowa
$4K
KC
723
Kenfarb & Co
Kentucky
$4K
TF
724
TimeScale Financial
Massachusetts
$4K +$27 +2 +0.7%
KA
725
Kozak & Associates
Colorado
$4K +$82 +6 +2%

HPE Hedge Fund Activity: Q3 2022 in Review

793 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2022, worth a combined $12.6B — down 10% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of HPE and 68 opened new positions — a net loss of 16 holders — while 272 trimmed existing stakes and 279 added.

The largest buyer was Arrowstreet Capital, adding an estimated $157M. The largest seller was Dodge & Cox, cutting an estimated $532M.

  • 793 institutional investors held Hewlett Packard (HPE) as of Q3 2022, down from 820 in Q2 2022.
  • Funds reported $12.6B of Hewlett Packard stock for Q3 2022, down 10% quarter-over-quarter.
  • 68 funds opened new Hewlett Packard positions in Q3 2022 and 84 closed out, a net change of -16 holders.
  • The largest Hewlett Packard buyer in Q3 2022 was Arrowstreet Capital, an estimated $157M added.
  • The largest Hewlett Packard seller in Q3 2022 was Dodge & Cox, an estimated $532M sold.

Based on aggregated 13F filings for Q3 2022.