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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
OIA
776
Optimum Investment Advisors
Illinois
$6.72K
EWM
777
Evermay Wealth Management
Virginia
$6.59K +$46 +3 +0.8%
SSB
778
Sandy Spring Bank
Maryland
$6.32K
SF
779
Safeguard Financial
Wisconsin
$6K +$5.87K +384 New
CFO
780
CVA Family Office
Colorado
$5.96K +$229 +15 +4%
KA
781
Kozak & Associates
Colorado
$5.82K +$31 +2 +0.6%
NSG
782
Nalls Sherbakoff Group
Tennessee
$5.77K
Jones Financial Companies
783
Jones Financial Companies
Missouri
$5.61K +$1.28K +84 +34%
WP
784
WealthPLAN Partners
Nebraska
$5.56K -$3.41K -223 -40%
WWP
785
WR Wealth Planners
Missouri
$5.56K +$3.61K +236 +248%
CAM
786
Chesapeake Asset Management
New York
$5.26K +$46 +3 +1%
PO
787
Private Ocean
California
$5.17K -$29.3K -1,916 -86%
TF
788
TimeScale Financial
Massachusetts
$5.16K +$31 +2 +0.7%
SIC
789
SJS Investment Consulting
Ohio
$5.11K +$291 +19 +7%
KC
790
Kenfarb & Co
Kentucky
$5.1K
AIA
791
Arcadia Investment Advisors
Idaho
$5.04K
HCM
792
Hollencrest Capital Management
California
$4.94K -$1.53K -100 -25%
BAAM
793
Baker Avenue Asset Management
California
$4.65K -$2.75K -180 -39%
SS
794
Sunbelt Securities
Texas
$4.59K -$8.15K -533 -66%
LFG
795
Larson Financial Group
Missouri
$4.41K +$4.02K +263 New
LF
796
Lee Financial
Texas
$4.38K
MFT
797
Moisand Fitzgerald Tamayo
Florida
$4.28K
BFEC
798
Benjamin F. Edwards & Company
Missouri
$4K
BG
799
Bollard Group
Massachusetts
$4K +$703 +46 +27%
MAWCM
800
Mine & Arao Wealth Creation & Management
California
$3.99K

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.