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Hewlett Packard

729 hedge funds and large institutions have $16.4B invested in Hewlett Packard in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 290 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $23M

1.91% more ownership

Funds ownership: 80.71%82.62% (+1.9%)

4% less funds holding

Funds holding: 761729 (-32)

5% less capital invested

Capital invested by funds: $17.3B → $16.4B (-$922M)

24% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 290

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

35% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 83

Holders
729
Holders Change
-32
Holders Change %
-4.2%
% of All Funds
15.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
54
Increased
221
Reduced
290
Closed
83
Calls
$28.9M
Puts
$23M
Net Calls
+$5.95M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$2.07B +$46M +3,234,759 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.99B +$278M +19,585,143 +17%
BlackRock
3
BlackRock
New York
$1.5B +$7.58M +533,372 +0.5%
Primecap Management
4
Primecap Management
California
$1.28B -$64.2M -4,512,370 -5%
State Street
5
State Street
Massachusetts
$1.01B -$27.7M -1,946,182 -3%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$688M -$23.3M -1,641,790 -3%
Pzena Investment Management
7
Pzena Investment Management
New York
$504M -$3.45M -242,322 -0.7%
Franklin Resources
8
Franklin Resources
California
$328M -$136K -9,573 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$308M -$11.4M -799,091 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$268M +$3.73M +262,407 +2%
LSV Asset Management
11
LSV Asset Management
Illinois
$265M -$18.3M -1,285,093 -7%
Northern Trust
12
Northern Trust
Illinois
$239M -$12.6M -889,449 -5%
AAMU
13
Amundi Asset Management US
Massachusetts
$217M +$42.3M +2,973,268 +26%
Boston Partners
14
Boston Partners
Massachusetts
$206M +$113K +7,971 +0.1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$183M -$13.1M -922,291 -7%
N
16
Nuveen
North Carolina
$183M +$56.9M +4,001,896 +50%
Invesco
17
Invesco
Georgia
$180M -$2.46M -173,130 -1%
Victory Capital Management
18
Victory Capital Management
Texas
$178M +$11.3M +793,090 +7%
Norges Bank
19
Norges Bank
Norway
$168M -$2.09M -146,958 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$162M +$200K +14,096 +0.1%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$149M -$64.3M -4,525,180 -32%
Deutsche Bank
22
Deutsche Bank
Germany
$146M +$16.5M +1,163,347 +14%
Charles Schwab
23
Charles Schwab
California
$136M +$2.31M +162,603 +2%
UBS AM
24
UBS AM
Illinois
$136M +$12.9M +905,916 +11%
First Trust Advisors
25
First Trust Advisors
Illinois
$122M -$5.49M -386,317 -5%

HPE Hedge Fund Activity: Q3 2019 in Review

729 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2019, worth a combined $16.4B — down 5.3% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HPE and 54 opened new positions — a net loss of 29 holders — while 290 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $278M. The largest seller was Prudential Financial, cutting an estimated $77.2M.

  • 729 institutional investors held Hewlett Packard (HPE) as of Q3 2019, down from 761 in Q2 2019.
  • Funds reported $16.4B of Hewlett Packard stock for Q3 2019, down 5.3% quarter-over-quarter.
  • 54 funds opened new Hewlett Packard positions in Q3 2019 and 83 closed out, a net change of -29 holders.
  • The largest Hewlett Packard buyer in Q3 2019 was Vanguard Group, an estimated $278M added.
  • The largest Hewlett Packard seller in Q3 2019 was Prudential Financial, an estimated $77.2M sold.

Based on aggregated 13F filings for Q3 2019.