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Hewlett Packard
HPE

833 hedge funds and large institutions have $17B invested in Hewlett Packard in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 307 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 63

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 218

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.69B)

8% more funds holding

Funds holding: 768 → 833 (+65)

1.2% more ownership

Funds ownership: 82.34% → 83.54% (+1.2%)

69% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $112M

Holders
833
Holders Change
+65
Holders Change %
+8.46%
% of All Funds
12.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
137
Increased
307
Reduced
218
Closed
63
Calls
$34.2M
Puts
$112M
Net Calls
-$77.7M
Net Calls Change
-$33.2M

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$41.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.8M
3
State Street
State Street
Massachusetts
+$30.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$26.4M
5
Barclays
Barclays
United Kingdom
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$135M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.3M
3
Invesco
Invesco
Georgia
-$49.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$24.9M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
776
Stonebridge Capital Advisors
Minnesota
$3K – – –
WBC
777
West Branch Capital
Massachusetts
$3K – – –
BG
778
Bollard Group
Massachusetts
$3K +$15 +1 +0.6%
CIR
779
Clear Investment Research
Georgia
$3K +$15 +1 +0.5%
MGI
780
MayTech Global Investments
New York
$3K +$15 +1 +0.6%
WFS
781
Widmann Financial Services
Maryland
$3K +$3.02K +200 New
WPA
782
West Paces Advisors
Georgia
$2.82K – – –
TWC
783
TD Waterhouse Canada
Ontario, Canada
$2.74K +$2.46K +163 New
CWA
784
Clearview Wealth Advisors
Oregon
$2K -$13.6K -905 -89%
COCM
785
Charter Oak Capital Management
New Hampshire
$2K -$3.95K -262 -66%
AFS
786
Annapolis Financial Services
Maryland
$2K – – –
CHA
787
Carmichael Hill & Associates
Maryland
$2K – – –
MAWCM
788
Mine & Arao Wealth Creation & Management
California
$2K – – –
RG
789
Retirement Group
California
$2K – – –
TCWA
790
Ten Capital Wealth Advisors
Washington
$2K – – –
TIM
791
Tortoise Investment Management
New York
$2K – – –
BWM
792
Baystate Wealth Management
Massachusetts
$2K +$15 +1 +0.9%
CSWM
793
Cassady Schiller Wealth Management
Ohio
$2K +$1.61K +107 New
FAG
794
Fortitude Advisory Group
Washington
$2K +$1.9K +126 New
SC
795
Sierra Capital
Florida
$2K +$1.93K +128 New
KFP
796
KB Financial Partners
New Jersey
$2K +$2.19K +145 New
VRS
797
Virginia Retirement Systems
Virginia
$1.9K +$1.82M +120,500 New
WIM
798
Westside Investment Management
California
$1.61K +$13.9K +920 +0.9%
FP
799
Financial Perspectives
Minnesota
$1.59K – – –
SC
800
Stephens Consulting
Michigan
$1.58K +$1.51K +100 New
30 31
32
33 34

HPE Hedge Fund Activity: Q4 2021 in Review

833 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2021, worth a combined $17B — up 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 63 closed out — a net gain of 74 holders — while 307 added to existing stakes and 218 trimmed.

The largest buyer was Amundi, adding an estimated $41.7M. The largest seller was Dodge & Cox, cutting an estimated $135M.

  • 833 institutional investors held Hewlett Packard (HPE) as of Q4 2021, up from 768 in Q3 2021.
  • Funds reported $17B of Hewlett Packard stock for Q4 2021, up 11% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q4 2021 and 63 closed out, a net change of +74 holders.
  • The largest Hewlett Packard buyer in Q4 2021 was Amundi, an estimated $41.7M added.
  • The largest Hewlett Packard seller in Q4 2021 was Dodge & Cox, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2021.