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Hewlett Packard

794 hedge funds and large institutions have $17B invested in Hewlett Packard in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 247 increasing their positions, 282 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 48

9% more funds holding

Funds holding: 729794 (+65)

4% more capital invested

Capital invested by funds: $16.4B → $17B (+$625M)

0.25% more ownership

Funds ownership: 82.62%82.87% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 282

39% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $52.6M

Holders
794
Holders Change
+65
Holders Change %
+8.92%
% of All Funds
15.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
127
Increased
247
Reduced
282
Closed
48
Calls
$32.3M
Puts
$52.6M
Net Calls
-$20.4M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B -$40.3M -2,521,683 -2%
Dodge & Cox
2
Dodge & Cox
California
$2.01B -$159M -9,962,708 -7%
BlackRock
3
BlackRock
New York
$1.57B +$6.24M +390,536 +0.4%
Primecap Management
4
Primecap Management
California
$1.34B -$1.99M -124,320 -0.1%
State Street
5
State Street
Massachusetts
$1.05B -$6.47M -404,749 -0.6%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$556M -$164M -10,246,372 -23%
Pzena Investment Management
7
Pzena Investment Management
New York
$540M +$13.3M +834,063 +3%
Franklin Resources
8
Franklin Resources
California
$348M +$5.7M +356,588 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$331M +$9.61M +601,319 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$280M +$73.2K +4,581 +0%
LSV Asset Management
11
LSV Asset Management
Illinois
$271M -$5.52M -345,365 -2%
Northern Trust
12
Northern Trust
Illinois
$251M +$1.34M +83,614 +0.5%
AAMU
13
Amundi Asset Management US
Massachusetts
$218M -$8.51M -532,805 -4%
Boston Partners
14
Boston Partners
Massachusetts
$210M -$5.34M -334,443 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$203M +$16.4M +1,028,415 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$194M +$2.34M +146,213 +1%
Deutsche Bank
17
Deutsche Bank
Germany
$187M +$34.7M +2,174,047 +23%
Invesco
18
Invesco
Georgia
$173M -$15.1M -945,459 -8%
Norges Bank
19
Norges Bank
Norway
$171M -$4.64M -290,192 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$167M -$2.62M -164,272 -2%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$145M -$11M -686,271 -7%
Charles Schwab
22
Charles Schwab
California
$145M +$2.45M +153,333 +2%
UBS AM
23
UBS AM
Illinois
$140M -$1.61M -100,975 -1%
Goldman Sachs
24
Goldman Sachs
New York
$136M +$44.1M +2,758,663 +47%
N
25
Nuveen
North Carolina
$122M -$70.4M -4,405,607 -36%

HPE Hedge Fund Activity: Q4 2019 in Review

794 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2019, worth a combined $17B — up 3.8% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new HPE positions and 48 closed out — a net gain of 79 holders — while 247 added to existing stakes and 282 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $58.4M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $164M.

  • 794 institutional investors held Hewlett Packard (HPE) as of Q4 2019, up from 729 in Q3 2019.
  • Funds reported $17B of Hewlett Packard stock for Q4 2019, up 3.8% quarter-over-quarter.
  • 127 funds opened new Hewlett Packard positions in Q4 2019 and 48 closed out, a net change of +79 holders.
  • The largest Hewlett Packard buyer in Q4 2019 was Janus Henderson Group, an estimated $58.4M added.
  • The largest Hewlett Packard seller in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2019.