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Hewlett Packard
HPE

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: 840 → 856 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$93.5M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.1M
3
BlackRock
BlackRock
New York
+$63.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$60.5M
5
Morgan Stanley
Morgan Stanley
New York
+$60.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$326M
2
OIAM
OFI Invest Asset Management
France
-$130M
3
Goldman Sachs
Goldman Sachs
New York
-$71.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$68.1M
5
OP
Oldfield Partners
United Kingdom
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
801
Cherry Tree Wealth Management
Minnesota
$3.81K +$3.47K +227 New
CIA
802
Cape Investment Advisory
Georgia
$3.68K +$3.35K +219 New
CIR
803
Clear Investment Research
Georgia
$3.48K +$15 +1 +0.5%
AIC
804
Archer Investment Corporation
Indiana
$3.36K – – –
CCP
805
Carmel Capital Partners
California
$3.36K – – –
CPA
806
Cowen Prime Advisors
New York
$3.36K – – –
FWM
807
Focused Wealth Management
New York
$3.36K – – –
WBC
808
West Branch Capital
Massachusetts
$3.36K – – –
WPA
809
West Paces Advisors
Georgia
$3.01K – – –
HBW
810
Hazlett, Burt & Watson
West Virginia
$3K -$153 -10 -5%
RWM
811
Ruedi Wealth Management
Illinois
$2.96K – – –
CWC
812
Carolinas Wealth Consulting
North Carolina
$2.79K +$1.39K +91 +123%
RG
813
Retirement Group
California
$2.62K – – –
UFF
814
USA Financial Formulas
Michigan
$2.49K – – –
TWC
815
TD Waterhouse Canada
Ontario, Canada
$2.31K – – –
CB
816
Community Bank
New York
$2.17K +$1.97K +129 New
PPC
817
Park Place Capital
Alabama
$2.03K – – –
CWA
818
Clearview Wealth Advisors
Oregon
$2.01K +$31 +2 +2%
HFM
819
Harvest Fund Management
China
$2K -$7.29K -477 -81%
KFP
820
KB Financial Partners
New Jersey
$2K – – –
AW
821
Avion Wealth
Texas
$2K +$61 +4 +3%
DAC
822
Dividend Assets Capital
South Carolina
$2K +$1.8K +118 New
BWM
823
Baystate Wealth Management
Massachusetts
$1.99K +$15 +1 +0.9%
HIA
824
Harbor Investment Advisory
Maryland
$1.95K – – –
BFA
825
BBJS Financial Advisors
Washington
$1.89K +$15 +1 +0.9%
31 32
33
34 35

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.