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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
76
DnB Asset Management
Norway
$25.1M +$1.9M +114,500 +7%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$24.1M -$5.1M -307,500 -16%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M -$968K -58,360 -3%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$21.1M +$13.6M +822,929 +132%
AG
80
Aperio Group
California
$21M -$464K -27,976 -2%
CWM
81
CIBC World Markets
New York
$20.8M +$19.5M +1,177,139 +476%
Jacobs Levy Equity Management
82
Jacobs Levy Equity Management
New Jersey
$20.6M +$4.73M +285,200 +25%
Aviva
83
Aviva
United Kingdom
$20.4M +$9.88M +595,950 +74%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$19.7M +$3.57M +215,496 +19%
Skandinaviska Enskilda Banken (SEB)
85
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.9M +$4.5M +271,146 +26%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$18.9M -$644K -38,816 -3%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$18.9M +$2.86M +172,292 +15%
Toronto Dominion Bank
88
Toronto Dominion Bank
Ontario, Canada
$18.8M +$7.24M +436,905 +51%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$18.5M -$32.1M -1,932,850 -60%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$18.4M +$9.62M +580,294 +86%
CSIC
91
Clifford Swan Investment Counsel
California
$18.3M -$234K -14,095 -1%
Citigroup
92
Citigroup
New York
$18.2M +$7.74M +466,767 +60%
WG
93
Winton Group
United Kingdom
$17.4M +$8.2M +494,697 +71%
CS
94
Candriam SCA
Luxembourg
$17.3M +$6.5M +392,021 +50%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$17M +$19.3M +1,163,280 New
ACI
96
AMP Capital Investors
Australia
$16.5M +$2.04M +123,234 +12%
PP
97
Prudential plc
United Kingdom
$15.8M -$117K -7,035 -0.6%
FQ
98
First Quadrant
California
$15.3M
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.1M -$179K -10,783 -1%
FCH
100
Freestone Capital Holdings
Washington
$15.1M -$65.4K -3,944 -0.4%

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.