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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
William Blair Investment Management
1076
William Blair Investment Management
Illinois
-$209K -9,868 Closed
JWCA
1077
J.W. Cole Advisors
Florida
-$208K -9,803 Closed
VA
1078
Valmark Advisers
Ohio
-$208K -9,802 Closed
BC
1079
Burney Company
Virginia
-$204K -9,632 Closed
KFS
1080
Kelly Financial Services
Massachusetts
-$93.7K -4,424 Closed
TFF
1081
The Family Firm
Maryland
-$63.7K -3,010 Closed
QL
1082
Quarry LP
New York
-$58.5K -2,765 Closed
OWA
1083
Opal Wealth Advisors
New York
-$50.8K -2,400 Closed
ATPW
1084
Ashton Thomas Private Wealth
Arizona
-$28.1K -1,325 Closed
TSWM
1085
Tyler-Stone Wealth Management
Ohio
-$25.4K -1,200 Closed
BEI
1086
Benjamin Edwards Inc
Missouri
-$22K -1,043 Closed
LIA
1087
Lynx Investment Advisory
District of Columbia
-$21.2K -1,000 Closed
NFSG
1088
Newbridge Financial Services Group
Florida
-$20K -945 Closed
AEPWM
1089
Atlantic Edge Private Wealth Management
Florida
-$19.6K -925 Closed
TWP
1090
Triad Wealth Partners
Kansas
-$18.9K -891 Closed
GI
1091
Gradient Investments
Minnesota
-$12.7K -600 Closed
PMAM
1092
Picton Mahoney Asset Management
Ontario, Canada
-$11K -527 Closed
WIA
1093
Wetzel Investment Advisors
Indiana
-$8.87K -500 Closed
RFA
1094
Register Financial Advisors
Georgia
-$6.92K -327 Closed
FRA
1095
Front Row Advisors
California
-$6.46K -305 Closed
FPFS
1096
First Personal Financial Services
North Carolina
-$6.05K -286 Closed
RFG
1097
RFP Financial Group
Georgia
-$4.93K -233 Closed
UWS
1098
Unique Wealth Strategies
Illinois
-$3.99K -225 Closed
UFF
1099
USA Financial Formulas
Michigan
-$3.79K -179 Closed
BFP
1100
Briaud Financial Planning
Texas
-$2.83K -148 -91%

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.