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
VWA
1001
Valued Wealth Advisors
Utah
$371
SFA
1002
Semmax Financial Advisors
North Carolina
$315
CWA
1003
Carolina Wealth Advisors
South Carolina
$307
KB
1004
Kimelman & Baird
New York
$307
RAM
1005
Riggs Asset Management
Pennsylvania
$307 +$287 +15 New
MAM
1006
Morse Asset Management
Connecticut
$286 +$268 +14 New
AP
1007
Aspect Partners
Virginia
$266
CA
1008
Crewe Advisors
Utah
$246 +$229 +12 New
CMA
1009
Cedar Mountain Advisors
Oregon
$202
WA
1010
WestEnd Advisors
North Carolina
$123 -$19 -1 -14%
MFG
1011
Mendota Financial Group
Wisconsin
$82 +$76 +4 New
LWANC
1012
Laurel Wealth Advisors (North Carolina)
North Carolina
$45
CMP
1013
Coston McIsaac & Partners
Maine
$31
GCS
1014
Gordian Capital (Singapore)
Singapore
$20
DWM
1015
Dogwood Wealth Management
Kansas
$2
AM
1016
Atreides Management
Massachusetts
-$127M -5,979,283 Closed
SIM
1017
SRS Investment Management
New York
-$63.5M -3,000,137 Closed
TSW
1018
Thompson Siegel & Walmsley
Virginia
-$20.8M -981,205 Closed
TC
1019
Tairen Capital
Hong Kong
-$11.1M -525,000 Closed
MIC
1020
Maxi Investments CY
Cyprus
-$10.1M -475,590 Closed
WHG
1021
Westwood Holdings Group
Texas
-$9.04M -427,184 Closed
Qube Research & Technologies (QRT)
1022
Qube Research & Technologies (QRT)
United Kingdom
-$8.05M -380,393 Closed
MAM
1023
Melqart Asset Management
United Kingdom
-$6.69M -316,193 Closed
MCM
1024
Masters Capital Management
Georgia
-$5.73M -300,000 Closed
MC
1025
Maplelane Capital
New York
-$5.72M -270,000 Closed

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.