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Hewlett Packard

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 82.15%81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
726
EARNEST Partners
Georgia
$14K
TFM
727
TFC Financial Management
Massachusetts
$13.8K -$30.4K -1,991 -71%
NECFA
728
New England Capital Financial Advisors
Connecticut
$13.7K +$46 +3 +0.4%
DWMG
729
DB Wealth Management Group
California
$13.4K
PCC
730
Park Circle Company
Maryland
$13.4K
CG
731
Cutler Group
California
$13K -$22.1K -1,445 -64%
AWM
732
Avior Wealth Management
Nebraska
$12.8K
DI
733
Disciplined Investments
Oklahoma
$12.7K +$199 +13 +2%
PCTC
734
Perkins Coie Trust Company
Washington
$12.4K
RTL
735
Red Tortoise LLC
Georgia
$12.3K
IFAM
736
Institutional & Family Asset Management
Colorado
$12.3K +$92 +6 +0.8%
GWSA
737
Global Wealth Strategies & Associates
Colorado
$11.9K
SIC
738
Salem Investment Counselors
North Carolina
$11.8K
IPW
739
Impact Partnership Wealth
Georgia
$11.8K +$10.7K +700 New
MHR
740
Matthew Hamilton Rosenberg
$11.1K
FMP
741
Financial Management Professionals
Texas
$11K
ODG
742
O'Dell Group
Ohio
$10.8K +$9.8K +641 New
KLWA
743
Kelly Lawrence W & Associates
California
$10.2K
DAM
744
Delta Asset Management
Tennessee
$10.1K
SWA
745
Sutton Wealth Advisors
Florida
$10K
ZB
746
Zions Bancorporation
Utah
$9.83K -$3.09K -202 -26%
TF
747
Tompkins Financial
New York
$9.71K
BWAM
748
Boyd Watterson Asset Management
Ohio
$9.41K
RI
749
Ridgewood Investments
New Jersey
$9.29K
CAL
750
Capital Advisors Ltd
Ohio
$9K +$15 +1 +0.2%

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.