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Hewlett Packard

791 hedge funds and large institutions have $31.5B invested in Hewlett Packard in 2017 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 245 increasing their positions, 309 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 137.8%138.84% (+1%)

2% more capital invested

Capital invested by funds: $30.9B → $31.5B (+$634M)

9% less call options, than puts

Call options by funds: $236M | Put options by funds: $260M

4% less funds holding

Funds holding: 827791 (-36)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

21% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 309

23% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 106

Holders
791
Holders Change
-36
Holders Change %
-4.35%
% of All Funds
19.69%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.5%
New
82
Increased
245
Reduced
309
Closed
106
Calls
$236M
Puts
$260M
Net Calls
-$23.9M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$5.04B +$91.6M +6,818,032 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.59B +$94.9M +7,059,921 +4%
BlackRock
3
BlackRock
New York
$2.36B +$2.22B +165,001,275 +2,701%
State Street
4
State Street
Massachusetts
$1.8B -$32.4M -2,412,605 -2%
Primecap Management
5
Primecap Management
California
$1.46B +$125M +9,280,938 +10%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$1.2B +$308M +22,957,759 +36%
Franklin Resources
7
Franklin Resources
California
$792M +$149M +11,123,642 +24%
Boston Partners
8
Boston Partners
Massachusetts
$717M -$47.6M -3,542,206 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$463M +$63.8M +4,748,706 +16%
AQR Capital Management
10
AQR Capital Management
Connecticut
$456M -$134M -9,935,940 -23%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$440M +$16.4M +1,219,009 +4%
Northern Trust
12
Northern Trust
Illinois
$430M +$3.85M +286,182 +0.9%
Pzena Investment Management
13
Pzena Investment Management
New York
$411M +$2.7M +200,744 +0.7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$386M -$13.2M -984,864 -3%
Norges Bank
15
Norges Bank
Norway
$382M -$49K -3,647 -0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$370M +$10.1M +753,012 +3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$360M -$34.7M -2,579,292 -9%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$354M +$73.6M +5,474,393 +27%
Fidelity International
19
Fidelity International
Bermuda
$336M -$25.1M -1,865,008 -7%
Goldman Sachs
20
Goldman Sachs
New York
$286M -$25.1M -1,870,662 -8%
AllianceBernstein
21
AllianceBernstein
Tennessee
$263M -$80.3M -5,973,981 -24%
SC
22
Sculptor Capital
New York
$255M +$80.2M +5,971,693 +48%
JP Morgan Chase
23
JP Morgan Chase
New York
$254M -$75.2M -5,595,347 -23%
LSV Asset Management
24
LSV Asset Management
Illinois
$236M -$7.16M -532,857 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$222M +$5.8M +431,533 +3%

HPE Hedge Fund Activity: Q1 2017 in Review

791 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2017, worth a combined $31.5B — up 2.1% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of HPE and 82 opened new positions — a net loss of 24 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.

  • 791 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 2.1% quarter-over-quarter.
  • 82 funds opened new Hewlett Packard positions in Q1 2017 and 106 closed out, a net change of -24 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.