We are live on ! Find out more
HPE icon

Hewlett Packard

734 hedge funds and large institutions have $10.3B invested in Hewlett Packard in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 207 increasing their positions, 310 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.61% less ownership

Funds ownership: 82.87%82.25% (-0.61%)

8% less funds holding

Funds holding: 795734 (-61)

33% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 310

40% less capital invested

Capital invested by funds: $17B → $10.3B (-$6.74B)

43% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 122

80% less call options, than puts

Call options by funds: $9.99M | Put options by funds: $50.9M

Holders
734
Holders Change
-61
Holders Change %
-7.67%
% of All Funds
16.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
69
Increased
207
Reduced
310
Closed
122
Calls
$9.99M
Puts
$50.9M
Net Calls
-$40.9M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.31B +$111M +8,462,023 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$42.1M +3,211,866 +2%
BlackRock
3
BlackRock
New York
$954M -$11.3M -861,812 -0.9%
Primecap Management
4
Primecap Management
California
$755M -$87.3M -6,666,228 -8%
State Street
5
State Street
Massachusetts
$642M -$7.02M -535,732 -0.8%
Pzena Investment Management
6
Pzena Investment Management
New York
$364M +$44.2M +3,375,531 +10%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$353M +$17M +1,298,660 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$255M +$176M +13,424,561 +105%
Franklin Resources
9
Franklin Resources
California
$216M +$3.2M +244,147 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$204M +$1.97M +150,107 +0.7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$172M +$1.13M +86,242 +0.5%
LSV Asset Management
12
LSV Asset Management
Illinois
$158M -$11.1M -850,633 -5%
Northern Trust
13
Northern Trust
Illinois
$155M +$1.38M +105,191 +0.7%
Boston Partners
14
Boston Partners
Massachusetts
$125M -$4.72M -359,997 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$116M -$3.95M -301,760 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$108M +$7.72M +589,366 +6%
Norges Bank
17
Norges Bank
Norway
$105M
Charles Schwab
18
Charles Schwab
California
$92.7M +$5.69M +434,574 +5%
UBS AM
19
UBS AM
Illinois
$92M +$8.21M +626,690 +7%
Deutsche Bank
20
Deutsche Bank
Germany
$88.7M -$35.2M -2,685,107 -23%
Invesco
21
Invesco
Georgia
$87M -$25.7M -1,959,556 -18%
N
22
Nuveen
North Carolina
$80M +$7.5M +572,565 +7%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$75.6M +$13.9M +1,061,050 +16%
First Trust Advisors
24
First Trust Advisors
Illinois
$73.2M +$4.19M +319,489 +4%
OP
25
Oldfield Partners
United Kingdom
$70.4M -$93K -7,100 -0.1%

HPE Hedge Fund Activity: Q1 2020 in Review

734 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2020, worth a combined $10.3B — down 40% from $17B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of HPE and 69 opened new positions — a net loss of 53 holders — while 310 trimmed existing stakes and 207 added.

The largest buyer was Victory Capital Management, adding an estimated $176M. The largest seller was Primecap Management, cutting an estimated $87.3M.

  • 734 institutional investors held Hewlett Packard (HPE) as of Q1 2020, down from 795 in Q4 2019.
  • Funds reported $10.3B of Hewlett Packard stock for Q1 2020, down 40% quarter-over-quarter.
  • 69 funds opened new Hewlett Packard positions in Q1 2020 and 122 closed out, a net change of -53 holders.
  • The largest Hewlett Packard buyer in Q1 2020 was Victory Capital Management, an estimated $176M added.
  • The largest Hewlett Packard seller in Q1 2020 was Primecap Management, an estimated $87.3M sold.

Based on aggregated 13F filings for Q1 2020.