Hewlett Packard
HPE
792 hedge funds and large institutions have $31.5B invested in Hewlett Packard in 2017 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 245 increasing their positions, 309 reducing their positions, and 106 closing their positions.
1% more ownership
Funds ownership: 137.8% → 138.8% (+1%)
2% more capital invested
Capital invested by funds: $30.9B → $31.5B (+$627M)
9% less call options, than puts
Call options by funds: $236M | Put options by funds: $260M
4% less funds holding
Funds holding: 827 → 792 (-35)
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
21% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 309
22% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.22B |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$308M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$149M |
| 4 |
TP
Third Point
New York
|
+$139M |
| 5 |
Primecap Management
Pasadena,
California
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$250M |
| 2 |
Two Sigma Investments
New York
|
-$155M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$134M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$107M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$92.3M |
HPE Hedge Fund Activity: Q1 2017 in Review
792 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2017, worth a combined $31.5B — up 2% from $30.9B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of HPE and 83 opened new positions — a net loss of 23 holders — while 309 trimmed existing stakes and 245 added.
The largest buyer was BlackRock, adding an estimated $2.22B. The largest seller was Iridian Asset Management, exiting entirely with an estimated $250M sold.
- 792 institutional investors held Hewlett Packard (HPE) as of Q1 2017, down from 827 in Q4 2016.
- Funds reported $31.5B of Hewlett Packard stock for Q1 2017, up 2% quarter-over-quarter.
- 83 funds opened new Hewlett Packard positions in Q1 2017 and 106 closed out, a net change of -23 holders.
- The largest Hewlett Packard buyer in Q1 2017 was BlackRock, an estimated $2.22B added.
- The largest Hewlett Packard seller in Q1 2017 was Iridian Asset Management, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2017.