We are live on ! Find out more
HPE icon

Hewlett Packard

1,016 hedge funds and large institutions have $22.1B invested in Hewlett Packard in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 402 increasing their positions, 301 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $629M | Put options by funds: $400M

54% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 89

34% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 301

4% more funds holding

Funds holding: 9791,016 (+37)

2.44% more ownership

Funds ownership: 80.73%83.17% (+2.4%)

0% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$110M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,016
Holders Change
+37
Holders Change %
+3.78%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
137
Increased
402
Reduced
301
Closed
89
Calls
$629M
Puts
$400M
Net Calls
+$229M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
826
Caldwell Sutter Capital
California
$38.9K
TFIPS
827
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.9K
MA
828
Montag & Associates
Georgia
$38.8K
SR
829
Syntax Research
Florida
$38.8K
RDFA
830
Ritter Daniher Financial Advisory
Ohio
$38.8K
FCA
831
FinTrust Capital Advisors
South Carolina
$36.9K +$34.5K +1,805 New
CA
832
Claris Advisors
Missouri
$36.3K +$33.9K +1,774 New
AWA
833
Authentikos Wealth Advisory
California
$35.8K +$33.5K +1,751 New
CA
834
CoreCap Advisors
Michigan
$35.5K -$19.9K -1,039 -37%
TWC
835
TD Waterhouse Canada
Ontario, Canada
$35.2K +$4.03K +211 +14%
IA
836
IFP Advisors
Florida
$35.1K -$8.66K -453 -21%
CAL
837
Capital Analysts LLC
Pennsylvania
$35K +$25.6K +1,338 +368%
HWM
838
Hemington Wealth Management
Virginia
$35K +$34.6K +1,808 New
SC
839
Swan Capital
Florida
$33K
SIC
840
Salem Investment Counselors
North Carolina
$32.8K +$17.2K +900 +129%
AA
841
Ancora Advisors
Ohio
$30.8K +$191 +10 +0.7%
SWA
842
SOA Wealth Advisors
New York
$29.3K -$6.36K -333 -19%
VNA
843
Valley National Advisers
Pennsylvania
$29K -$14.4K -755 -35%
FMP
844
Financial Management Professionals
Texas
$29K +$12.2K +637 +80%
JWA
845
JFS Wealth Advisors
Pennsylvania
$27.4K +$382 +20 +2%
AS
846
Altshuler Shaham
Israel
$27.3K -$4.97K -260 -16%
MCM
847
Manchester Capital Management
Vermont
$27K +$9.88K +517 +64%
CA
848
Centerpoint Advisors
Massachusetts
$27K +$6.31K +330 +33%
WAM
849
WFA Asset Management
Wisconsin
$26.3K +$115 +6 +0.5%
VWM
850
Valley Wealth Managers
New Jersey
$26.1K +$24.3K +1,274 New

HPE Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2024, worth a combined $22.1B — down 0.49% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 89 closed out — a net gain of 48 holders — while 402 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $296M. The largest seller was Arrowstreet Capital, cutting an estimated $371M.

  • 1,016 institutional investors held Hewlett Packard (HPE) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $22.1B of Hewlett Packard stock for Q3 2024, down 0.49% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q3 2024 and 89 closed out, a net change of +48 holders.
  • The largest Hewlett Packard buyer in Q3 2024 was Ameriprise, an estimated $296M added.
  • The largest Hewlett Packard seller in Q3 2024 was Arrowstreet Capital, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2024.