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Hewlett Packard

847 hedge funds and large institutions have $16.7B invested in Hewlett Packard in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 314 increasing their positions, 239 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 60

32% more capital invested

Capital invested by funds: $12.6B → $16.7B (+$4.1B)

31% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 239

7% more funds holding

Funds holding: 793847 (+54)

0.83% more ownership

Funds ownership: 82.05%82.88% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less call options, than puts

Call options by funds: $57.7M | Put options by funds: $59.5M

Holders
847
Holders Change
+54
Holders Change %
+6.81%
% of All Funds
13.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
131
Increased
314
Reduced
239
Closed
60
Calls
$57.7M
Puts
$59.5M
Net Calls
-$1.88M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
801
Ruedi Wealth Management
Illinois
$2.81K +$2.6K +176 New
MGI
802
MayTech Global Investments
New York
$2.69K +$2.49K +169 New
KFP
803
KB Financial Partners
New Jersey
$2K
SC
804
Sierra Capital
Florida
$2K
BWM
805
Baystate Wealth Management
Massachusetts
$2K +$15 +1 +0.9%
CCMI
806
Creative Capital Management Investments
California
$2K +$1.56K +106 New
PPC
807
Park Place Capital
Alabama
$2K +$1.78K +121 New
SFG
808
Steward Financial Group
Texas
$2K +$2.56K +174 New
CWA
809
Clearview Wealth Advisors
Oregon
$1.89K +$29 +2 +2%
HIA
810
Harbor Investment Advisory
Maryland
$1.85K
MRCM
811
M&R Capital Management
New Jersey
$1.84K +$1.7K +115 New
CHA
812
Carmichael Hill & Associates
Maryland
$1.82K -$575 -39 -25%
BFA
813
BBJS Financial Advisors
Washington
$1.77K +$1.64K +111 New
FP
814
Financial Perspectives
Minnesota
$1.66K +$15 +1 +1%
AFS
815
Annapolis Financial Services
Maryland
$1.6K
SC
816
Stephens Consulting
Michigan
$1.6K
MCM
817
Manchester Capital Management
Vermont
$1.52K -$96K -6,513 -99%
WWP
818
WR Wealth Planners
Missouri
$1.52K
SSC
819
Syverson Strege & Co
Iowa
$1.33K +$15 +1 +1%
WIM
820
Westside Investment Management
California
$1.3K -$193K -13,064 -14%
CWC
821
Carolinas Wealth Consulting
North Carolina
$1.19K -$1.05K -71 -49%
TCA
822
Trifecta Capital Advisors
Illinois
$1.13K +$1.05K +71 New
ZIG
823
Zullo Investment Group
Pennsylvania
$1.02K
TLCM
824
Twin Lakes Capital Management
California
$1K
AW
825
Avion Wealth
Texas
$1K

HPE Hedge Fund Activity: Q4 2022 in Review

847 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2022, worth a combined $16.7B — up 32% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new HPE positions and 60 closed out — a net gain of 71 holders — while 314 added to existing stakes and 239 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $120M. The largest seller was Primecap Management, cutting an estimated $135M.

  • 847 institutional investors held Hewlett Packard (HPE) as of Q4 2022, up from 793 in Q3 2022.
  • Funds reported $16.7B of Hewlett Packard stock for Q4 2022, up 32% quarter-over-quarter.
  • 131 funds opened new Hewlett Packard positions in Q4 2022 and 60 closed out, a net change of +71 holders.
  • The largest Hewlett Packard buyer in Q4 2022 was Arrowstreet Capital, an estimated $120M added.
  • The largest Hewlett Packard seller in Q4 2022 was Primecap Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2022.