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Hewlett Packard
HPE

833 hedge funds and large institutions have $17B invested in Hewlett Packard in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 307 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 63

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 218

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.69B)

8% more funds holding

Funds holding: 768 → 833 (+65)

1.2% more ownership

Funds ownership: 82.34% → 83.54% (+1.2%)

69% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $112M

Holders
833
Holders Change
+65
Holders Change %
+8.46%
% of All Funds
12.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
137
Increased
307
Reduced
218
Closed
63
Calls
$34.2M
Puts
$112M
Net Calls
-$77.7M
Net Calls Change
-$33.2M

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$41.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.8M
3
State Street
State Street
Massachusetts
+$30.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$26.4M
5
Barclays
Barclays
United Kingdom
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$135M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.3M
3
Invesco
Invesco
Georgia
-$49.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$24.9M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
876
Global Retirement Partners
California
– -$11K -792 Closed
RTL
877
Red Tortoise LLC
Georgia
– -$9K -731 Closed
Loomis, Sayles & Company
878
Loomis, Sayles & Company
Massachusetts
– -$10K -693 Closed
RA
879
Resolute Advisors
California
– -$7K -472 Closed
KIG
880
Kowal Investment Group
Wisconsin
– -$6K -453 Closed
BMD
881
Better Money Decisions
New Mexico
– -$5K -316 Closed
EWA
882
Evolution Wealth Advisors
Florida
– -$4K -310 Closed
CFA
883
Cahill Financial Advisors
Minnesota
– -$3K -234 Closed
MA
884
MCF Advisors
Kentucky
– -$3K -192 Closed
PWM
885
Prentice Wealth Management
New York
– -$1K -74 Closed
Canada Pension Plan Investment Board
886
Canada Pension Plan Investment Board
Ontario, Canada
– +$15 +1 +3%
AIP
887
Ahrens Investment Partners
Louisiana
– +$151 +10 New
RCM
888
Raleigh Capital Management
North Carolina
– +$241 +16 New
GWA
889
Gibson Wealth Advisors
Texas
– +$347 +23 New
MSFP
890
Mark Sheptoff Financial Planning
Connecticut
– +$377 +25 New
FPWM
891
FSB Premier Wealth Management
Iowa
– +$498 +33 New
CWM
892
Curi Wealth Management
North Carolina
– +$513 +34 New
32 33 34 35
36

HPE Hedge Fund Activity: Q4 2021 in Review

833 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2021, worth a combined $17B — up 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 63 closed out — a net gain of 74 holders — while 307 added to existing stakes and 218 trimmed.

The largest buyer was Amundi, adding an estimated $41.7M. The largest seller was Dodge & Cox, cutting an estimated $135M.

  • 833 institutional investors held Hewlett Packard (HPE) as of Q4 2021, up from 768 in Q3 2021.
  • Funds reported $17B of Hewlett Packard stock for Q4 2021, up 11% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q4 2021 and 63 closed out, a net change of +74 holders.
  • The largest Hewlett Packard buyer in Q4 2021 was Amundi, an estimated $41.7M added.
  • The largest Hewlett Packard seller in Q4 2021 was Dodge & Cox, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2021.