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Hewlett Packard

727 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 69 increasing their positions, 600 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 791727 (-64)

26% less call options, than puts

Call options by funds: $149M | Put options by funds: $201M

30% less capital invested

Capital invested by funds: $31.5B → $22.2B (-$9.34B)

34.16% less ownership

Funds ownership: 138.84%104.68% (-34%)

50% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 113

50% less funds holding in top 10

Funds holding in top 10: 2010 (-10)

89% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 600

Holders
727
Holders Change
-64
Holders Change %
-8.09%
% of All Funds
18.13%
Holding in Top 10
10
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-50%
% of All Funds
0.25%
New
57
Increased
69
Reduced
600
Closed
113
Calls
$149M
Puts
$201M
Net Calls
-$51.5M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.96B -$814M -58,495,419 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B -$630M -45,245,401 -24%
BlackRock
3
BlackRock
New York
$1.57B -$685M -49,222,635 -29%
State Street
4
State Street
Massachusetts
$1.23B -$493M -35,440,236 -27%
Primecap Management
5
Primecap Management
California
$1.16B -$212M -15,204,966 -14%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$1.12B -$7.11M -510,725 -0.6%
Franklin Resources
7
Franklin Resources
California
$405M -$363M -26,058,356 -45%
Pzena Investment Management
8
Pzena Investment Management
New York
$367M -$18.1M -1,301,011 -4%
Boston Partners
9
Boston Partners
Massachusetts
$352M -$344M -24,688,757 -47%
AQR Capital Management
10
AQR Capital Management
Connecticut
$328M -$106M -7,604,523 -23%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$321M -$97.6M -7,010,954 -22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$310M -$133M -9,534,141 -28%
Northern Trust
13
Northern Trust
Illinois
$292M -$119M -8,527,585 -27%
Norges Bank
14
Norges Bank
Norway
$274M -$89.6M -6,434,019 -23%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$269M -$98.6M -7,082,604 -25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$260M -$92.7M -6,661,387 -25%
JP Morgan Chase
17
JP Morgan Chase
New York
$250M +$13.4M +961,034 +5%
AllianceBernstein
18
AllianceBernstein
Tennessee
$199M -$50.8M -3,648,251 -19%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$198M -$143M -10,294,999 -40%
Goldman Sachs
20
Goldman Sachs
New York
$195M -$78.1M -5,608,270 -27%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$180M -$169M -12,141,717 -46%
SV
22
Starboard Value
New York
$174M +$61.3M +4,401,630 +48%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$172M +$182M +13,044,343 +3,789%
Victory Capital Management
24
Victory Capital Management
Texas
$170M +$84M +6,033,374 +84%
JP
25
Jana Partners
New York
$169M +$76.8M +5,512,584 +72%

HPE Hedge Fund Activity: Q2 2017 in Review

727 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2017, worth a combined $22.2B — down 30% from $31.5B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of HPE and 57 opened new positions — a net loss of 56 holders — while 600 trimmed existing stakes and 69 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $182M. The largest seller was Dodge & Cox, cutting an estimated $814M.

  • 727 institutional investors held Hewlett Packard (HPE) as of Q2 2017, down from 791 in Q1 2017.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2017, down 30% quarter-over-quarter.
  • 57 funds opened new Hewlett Packard positions in Q2 2017 and 113 closed out, a net change of -56 holders.
  • The largest Hewlett Packard buyer in Q2 2017 was T. Rowe Price Associates, an estimated $182M added.
  • The largest Hewlett Packard seller in Q2 2017 was Dodge & Cox, an estimated $814M sold.

Based on aggregated 13F filings for Q2 2017.