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Hewlett Packard

731 hedge funds and large institutions have $18.7B invested in Hewlett Packard in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 200 increasing their positions, 271 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $110M | Put options by funds: $56.6M

58% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 64

5% more funds holding

Funds holding: 698731 (+33)

1.46% less ownership

Funds ownership: 83.3%81.85% (-1.5%)

6% less capital invested

Capital invested by funds: $19.8B → $18.7B (-$1.11B)

26% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 271

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
731
Holders Change
+33
Holders Change %
+4.73%
% of All Funds
16.58%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
101
Increased
200
Reduced
271
Closed
64
Calls
$110M
Puts
$56.6M
Net Calls
+$53.7M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.42B +$9.03M +635,352 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.59B -$15.5M -1,090,663 -1%
BlackRock
3
BlackRock
New York
$1.41B +$39.8M +2,804,540 +3%
Primecap Management
4
Primecap Management
California
$1.4B +$101M +7,083,517 +8%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$1.23B +$73.9M +5,199,677 +6%
State Street
6
State Street
Massachusetts
$1.02B -$11M -776,487 -1%
Pzena Investment Management
7
Pzena Investment Management
New York
$640M +$99.3M +6,992,169 +19%
Franklin Resources
8
Franklin Resources
California
$320M -$3.44M -242,486 -1%
Northern Trust
9
Northern Trust
Illinois
$265M -$1.71M -120,582 -0.6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$261M +$6.01M +422,934 +2%
Norges Bank
11
Norges Bank
Norway
$256M -$10.6M -745,527 -4%
Boston Partners
12
Boston Partners
Massachusetts
$244M -$27.3M -1,918,867 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$242M -$19.5M -1,371,165 -8%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$234M -$47.2M -3,319,923 -17%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$231M +$51.2M +3,600,481 +29%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$225M +$446K +31,359 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$215M -$57.5M -4,050,091 -21%
Victory Capital Management
18
Victory Capital Management
Texas
$189M +$14.2M +998,236 +8%
Goldman Sachs
19
Goldman Sachs
New York
$176M -$33M -2,322,748 -16%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$175M +$20.3M +1,426,899 +13%
LSV Asset Management
21
LSV Asset Management
Illinois
$153M +$10.6M +749,389 +8%
OP
22
Oldfield Partners
United Kingdom
$138M +$53.5M +3,765,500 +65%
Legal & General Group
23
Legal & General Group
United Kingdom
$133M -$4.38M -308,584 -3%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M +$59.3M +4,174,106 +103%
JP Morgan Chase
25
JP Morgan Chase
New York
$117M -$122M -8,569,458 -51%

HPE Hedge Fund Activity: Q4 2017 in Review

731 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2017, worth a combined $18.7B — down 5.6% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HPE positions and 64 closed out — a net gain of 37 holders — while 200 added to existing stakes and 271 trimmed.

The largest buyer was Primecap Management, adding an estimated $101M. The largest seller was Sound Shore Management, exiting entirely with an estimated $140M sold.

  • 731 institutional investors held Hewlett Packard (HPE) as of Q4 2017, up from 698 in Q3 2017.
  • Funds reported $18.7B of Hewlett Packard stock for Q4 2017, down 5.6% quarter-over-quarter.
  • 101 funds opened new Hewlett Packard positions in Q4 2017 and 64 closed out, a net change of +37 holders.
  • The largest Hewlett Packard buyer in Q4 2017 was Primecap Management, an estimated $101M added.
  • The largest Hewlett Packard seller in Q4 2017 was Sound Shore Management, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2017.