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Hewlett Packard
HPE

788 hedge funds and large institutions have $30.1B invested in Hewlett Packard in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 231 increasing their positions, 312 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more funds holding in top 10

Funds holding in top 10: 15 → 25 (+10)

21% more capital invested

Capital invested by funds: $24.8B → $30.1B (+$5.3B)

6% more funds holding

Funds holding: 741 → 788 (+47)

2.54% less ownership

Funds ownership: 140.54% → 138% (-2.5%)

14% less call options, than puts

Call options by funds: $202M | Put options by funds: $234M

26% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 312

Holders
788
Holders Change
+47
Holders Change %
+6.34%
% of All Funds
21.02%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.67%
New
99
Increased
231
Reduced
312
Closed
43
Calls
$202M
Puts
$234M
Net Calls
-$32.1M
Net Calls Change
-$108M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$161M
2
SC
Sculptor Capital
New York
+$156M
3
PC
Paulson & Co
New York
+$127M
4
SV
Starboard Value
New York
+$117M
5
ECP
Empyrean Capital Partners
California
+$106M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$109M
3
Dodge & Cox
Dodge & Cox
California
-$103M
4
Deutsche Bank
Deutsche Bank
Germany
-$97.1M
5
VFA
Virtus Fund Advisers
Connecticut
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$4.81B -$103M -8,348,670 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.35B +$18.4M +1,490,493 +0.8%
State Street
3
State Street
Massachusetts
$1.87B +$59.8M +4,840,906 +4%
Primecap Management
4
Primecap Management
California
$1.28B +$5.33M +431,946 +0.4%
BIT
5
BlackRock Institutional Trust
California
$1B -$11.4M -920,536 -1%
Franklin Resources
6
Franklin Resources
California
$738M -$1.33M -107,373 -0.2%
Boston Partners
7
Boston Partners
Massachusetts
$697M -$73.3M -5,932,817 -10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$545M -$17.2M -1,395,300 -3%
IAM
9
Iridian Asset Management
Connecticut
$513M -$57.9M -4,686,944 -11%
BFA
10
BlackRock Fund Advisors
California
$476M +$19.5M +1,575,631 +5%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$439M -$165M -13,376,113 -29%
Pzena Investment Management
12
Pzena Investment Management
New York
$430M -$39.9M -3,233,852 -9%
Northern Trust
13
Northern Trust
Illinois
$416M -$6.28M -508,421 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$401M -$1.1M -89,182 -0.3%
AllianceBernstein
15
AllianceBernstein
Tennessee
$393M -$18.7M -1,510,907 -5%
Fidelity International
16
Fidelity International
Bermuda
$354M -$54.1M -4,383,210 -14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$337M +$8.76M +709,136 +3%
Norges Bank
18
Norges Bank
Norway
$331M +$3.32M +269,217 +1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$316M +$17.9M +1,447,362 +6%
BG
20
BlackRock Group
United Kingdom
$295M -$2.51M -202,924 -0.9%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$266M -$5.46M -442,496 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$263M +$161M +13,030,394 +190%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$262M -$78.9M -6,388,107 -24%
LSV Asset Management
24
LSV Asset Management
Illinois
$246M -$3.06M -247,825 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$211M +$12M +975,659 +7%
1
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HPE Hedge Fund Activity: Q3 2016 in Review

788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2016, worth a combined $30.1B — up 21% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HPE positions and 43 closed out — a net gain of 56 holders — while 231 added to existing stakes and 312 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $165M.

  • 788 institutional investors held Hewlett Packard (HPE) as of Q3 2016, up from 741 in Q2 2016.
  • Funds reported $30.1B of Hewlett Packard stock for Q3 2016, up 21% quarter-over-quarter.
  • 99 funds opened new Hewlett Packard positions in Q3 2016 and 43 closed out, a net change of +56 holders.
  • The largest Hewlett Packard buyer in Q3 2016 was Citadel Advisors, an estimated $161M added.
  • The largest Hewlett Packard seller in Q3 2016 was Hotchkis & Wiley Capital Management, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2016.