Hewlett Packard
773 hedge funds and large institutions have $19.2B invested in Hewlett Packard in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 210 increasing their positions, 307 reducing their positions, and 63 closing their positions.
17% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 63
7% more capital invested
Capital invested by funds: $18B → $19.2B (+$1.17B)
1% more funds holding
Funds holding: 769 → 773 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.47% less ownership
Funds ownership: 81.58% → 80.11% (-1.5%)
32% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 307
43% less call options, than puts
Call options by funds: $36.9M | Put options by funds: $65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$71M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$65.8M |
| 3 |
Two Sigma Investments
New York
|
+$53.4M |
| 4 |
N
Natixis
Paris,
France
|
+$40.2M |
| 5 |
Millennium Management
New York
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$136M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$122M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$95.8M |
| 4 |
Morgan Stanley
New York
|
-$94.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.2M |
HPE Hedge Fund Activity: Q3 2018 in Review
773 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2018, worth a combined $19.2B — up 6.5% from $18B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new HPE positions and 63 closed out — a net gain of 11 holders — while 210 added to existing stakes and 307 trimmed.
The largest buyer was Hexavest, opening a new position worth an estimated $71M. The largest seller was Schroder Investment Management Group, cutting an estimated $136M.
- 773 institutional investors held Hewlett Packard (HPE) as of Q3 2018, up from 769 in Q2 2018.
- Funds reported $19.2B of Hewlett Packard stock for Q3 2018, up 6.5% quarter-over-quarter.
- 74 funds opened new Hewlett Packard positions in Q3 2018 and 63 closed out, a net change of +11 holders.
- The largest Hewlett Packard buyer in Q3 2018 was Hexavest, an estimated $71M added.
- The largest Hewlett Packard seller in Q3 2018 was Schroder Investment Management Group, an estimated $136M sold.
Based on aggregated 13F filings for Q3 2018.