Hewlett Packard
698 hedge funds and large institutions have $19.8B invested in Hewlett Packard in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 65 increasing their positions, 586 reducing their positions, and 69 closing their positions.
31% more call options, than puts
Call options by funds: $201M | Put options by funds: $154M
4% less funds holding
Funds holding: 727 → 698 (-29)
10% less capital invested
Capital invested by funds: $22.2B → $19.8B (-$2.31B)
21.38% less ownership
Funds ownership: 104.68% → 83.3% (-21%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
32% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 69
89% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 586
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$123M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$84.6M |
| 3 |
IIM
Ivory Investment Management
New York
|
+$72.9M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$55.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$952M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$429M |
| 3 |
BlackRock
New York
|
-$364M |
| 4 |
State Street
Boston,
Massachusetts
|
-$322M |
| 5 |
D.E. Shaw & Co
New York
|
-$205M |
HPE Hedge Fund Activity: Q3 2017 in Review
698 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2017, worth a combined $19.8B — down 10% from $22.2B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of HPE and 47 opened new positions — a net loss of 22 holders — while 586 trimmed existing stakes and 65 added.
The largest buyer was Pzena Investment Management, adding an estimated $123M. The largest seller was Dodge & Cox, cutting an estimated $952M.
- 698 institutional investors held Hewlett Packard (HPE) as of Q3 2017, down from 727 in Q2 2017.
- Funds reported $19.8B of Hewlett Packard stock for Q3 2017, down 10% quarter-over-quarter.
- 47 funds opened new Hewlett Packard positions in Q3 2017 and 69 closed out, a net change of -22 holders.
- The largest Hewlett Packard buyer in Q3 2017 was Pzena Investment Management, an estimated $123M added.
- The largest Hewlett Packard seller in Q3 2017 was Dodge & Cox, an estimated $952M sold.
Based on aggregated 13F filings for Q3 2017.