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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$33.6M -$1.55M -112,199 -5%
SO
52
STRS Ohio
Ohio
$32.8M +$1.69M +122,350 +6%
AllianceBernstein
53
AllianceBernstein
Tennessee
$32.4M -$4.28M -309,008 -13%
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$32M +$4.03M +290,652 +17%
Ameriprise
55
Ameriprise
Minnesota
$31.1M -$7.49M -540,752 -22%
UBS Group
56
UBS Group
Switzerland
$27M -$2.13M -154,015 -8%
Swedbank
57
Swedbank
Sweden
$26.8M +$23.6M +1,701,602 New
Prudential Financial
58
Prudential Financial
New Jersey
$26.7M -$4.55M -328,527 -16%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$26.7M -$551K -39,800 -2%
Principal Financial Group
60
Principal Financial Group
Iowa
$25.7M -$3.83M -276,349 -14%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$24.3M -$335K -24,223 -2%
APG Asset Management
62
APG Asset Management
Netherlands
$24.2M -$4.45M -321,263 -15%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$23.7M -$3.15M -227,200 -13%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$23.2M +$3.32M +240,073 +19%
GI
65
GAMCO Investors
Connecticut
$23.1M -$2.3M -165,904 -10%
AA
66
ALPS Advisors
Colorado
$23M -$3.54M -255,628 -15%
SEI Investments
67
SEI Investments
Pennsylvania
$22.2M -$461K -33,257 -2%
PWAG
68
Polaris Wealth Advisory Group
California
$22.2M +$18.9M +1,366,430 +3,498%
SAM
69
Storebrand Asset Management
Norway
$22M +$2.11M +152,007 +12%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$21.6M -$1.39M -100,368 -7%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$20.2M +$51.3K +3,702 +0.3%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.2M -$555K -40,079 -3%
Skandinaviska Enskilda Banken (SEB)
73
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.9M +$12.4M +894,910 +295%
Two Sigma Investments
74
Two Sigma Investments
New York
$18.7M +$11M +797,802 +204%
OPERF
75
Oregon Public Employees Retirement Fund
Oregon
$18.1M +$85.9K +6,200 +0.5%

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.