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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
KFP
751
KB Financial Partners
New Jersey
$2K
NC
752
NewSquare Capital
Pennsylvania
$2K
RG
753
Retirement Group
California
$2K
SC
754
Sierra Capital
Florida
$2K
WBC
755
West Branch Capital
Massachusetts
$2K
BG
756
Bollard Group
Massachusetts
$2K +$14 +1 +0.6%
MAWCM
757
Mine & Arao Wealth Creation & Management
California
$2K +$14 +1 +0.8%
CIR
758
Clear Investment Research
Georgia
$2K +$27 +2 +1%
CWC
759
Carolinas Wealth Consulting
North Carolina
$2K +$1.01K +74 +104%
AW
760
Avion Wealth
Texas
$2K +$1.71K +126 New
CPFP
761
Clear Perspectives Financial Planning
Ohio
$2K +$1.92K +141 New
MFT
762
Moisand Fitzgerald Tamayo
Florida
$2K +$2.23K +164 New
GIA
763
Goodwin Investment Advisory
Georgia
$2K +$2.56K +188 New
FP
764
Financial Perspectives
Minnesota
$1.23K +$14 +1 +1%
SC
765
Stephens Consulting
Michigan
$1.2K
WWP
766
WR Wealth Planners
Missouri
$1.14K
WIM
767
Westside Investment Management
California
$1.13K -$7.88K -580 -0.6%
SSC
768
Syverson Strege & Co
Iowa
$1K -$21K -1,543 -95%
AFS
769
Annapolis Financial Services
Maryland
$1K
EBA
770
Eagle Bay Advisors
New York
$1K
GCM
771
Gables Capital Management
Florida
$1K
HIA
772
Harbor Investment Advisory
Maryland
$1K
MUMSS
773
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K
TFGT
774
TS Financial Group (TSFG)
Illinois
$1K
ZIG
775
Zullo Investment Group
Pennsylvania
$1K

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.