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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$2.68B -$617M -37,215,425 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.7B +$95M +5,729,473 +5%
BlackRock
3
BlackRock
New York
$1.46B +$27M +1,626,048 +2%
Primecap Management
4
Primecap Management
California
$1.42B +$13.2M +798,215 +0.8%
State Street
5
State Street
Massachusetts
$968M -$18.6M -1,122,767 -2%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$911M +$42.4M +2,557,752 +4%
Pzena Investment Management
7
Pzena Investment Management
New York
$497M -$22.9M -1,380,600 -4%
Franklin Resources
8
Franklin Resources
California
$325M +$973K +58,650 +0.3%
JP Morgan Chase
9
JP Morgan Chase
New York
$276M -$222M -13,409,384 -42%
Northern Trust
10
Northern Trust
Illinois
$268M +$8.29M +499,693 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$255M +$3.07M +184,983 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$234M -$2.21M -133,504 -0.8%
LSV Asset Management
13
LSV Asset Management
Illinois
$230M +$80.4M +4,848,200 +44%
Norges Bank
14
Norges Bank
Norway
$223M -$4M -241,069 -2%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$220M -$10.4M -627,069 -4%
Boston Partners
16
Boston Partners
Massachusetts
$204M +$93.1M +5,615,283 +67%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$196M -$58.1M -3,505,156 -21%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$166M -$16.1M -971,396 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$165M -$665K -40,122 -0.4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$155M -$13.8M -830,300 -7%
Deutsche Bank
21
Deutsche Bank
Germany
$149M -$14.2M -855,513 -8%
Goldman Sachs
22
Goldman Sachs
New York
$148M -$9.01M -543,465 -5%
Morgan Stanley
23
Morgan Stanley
New York
$144M +$133M +7,999,613 +430%
Victory Capital Management
24
Victory Capital Management
Texas
$141M -$30.5M -1,839,692 -16%
Prudential Financial
25
Prudential Financial
New Jersey
$138M +$11.6M +697,800 +8%

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.