We are live on ! Find out more
HPE icon

Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
801
Cutler Group
California
-$72.6K -5,240 Closed
CYG
802
Clean Yield Group
Vermont
-$38K -3,200 Closed
ICP
803
Interchange Capital Partners
Pennsylvania
-$28K -2,422 Closed
PWM
804
Perigon Wealth Management
California
-$26K -2,219 Closed
VCWA
805
Vanguard Capital Wealth Advisors
Colorado
-$23K -2,000 Closed
SIAG
806
Safeguard Investment Advisory Group
California
-$22K -1,897 Closed
PFO
807
Pathstone Family Office
New Jersey
-$16K -1,315 Closed
FTDI
808
First Trust Direct Indexing
Massachusetts
-$15K -1,250 Closed
CCA
809
Childress Capital Advisors
Texas
-$13K -1,070 Closed
LB
810
Legacy Bridge
Iowa
-$8K -650 Closed
RPWA
811
Regent Peak Wealth Advisors
Georgia
-$7K -622 Closed
SL
812
Savior LLC
Massachusetts
-$6K -500 Closed
HIIFS
813
Harel Insurance Investments & Financial Services
Israel
-$5K -328 Closed
FPCG
814
Fort Pitt Capital Group
Pennsylvania
-$2K -200 Closed
M
815
MOTCO
Texas
-$2K -143 Closed
HWA
816
Heritage Wealth Advisors
Virginia
-$1K -120 Closed
AWG
817
Altus Wealth Group
Colorado
-$1K -100 Closed
FEG
818
Financial Enhancement Group
Indiana
-$1K -100 Closed
LF
819
Lee Financial
Texas
-$429 -31 -97%

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.