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Hewlett Packard

722 hedge funds and large institutions have $9.97B invested in Hewlett Packard in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 216 increasing their positions, 280 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.64% more ownership

Funds ownership: 82.17%82.8% (+0.64%)

0% more funds holding

Funds holding: 722722 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $10.3B → $9.97B (-$303M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 280

44% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $73.8M

Holders
722
Holders Change
Holders Change %
0%
% of All Funds
14.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
71
Increased
216
Reduced
280
Closed
67
Calls
$41.3M
Puts
$73.8M
Net Calls
-$32.4M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.47B +$20.9M +2,184,245 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.36B -$44.1M -4,618,682 -3%
BlackRock
3
BlackRock
New York
$1.01B +$67.8M +7,102,658 +7%
Primecap Management
4
Primecap Management
California
$643M -$44.7M -4,675,700 -6%
State Street
5
State Street
Massachusetts
$632M +$12.8M +1,338,886 +2%
Pzena Investment Management
6
Pzena Investment Management
New York
$418M +$51.3M +5,370,310 +14%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$353M +$2.83M +296,700 +0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$198M -$1.32M -138,087 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$172M +$3.62M +378,695 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$154M +$21.8M +2,281,861 +16%
LSV Asset Management
11
LSV Asset Management
Illinois
$152M +$2.37M +248,293 +2%
Northern Trust
12
Northern Trust
Illinois
$147M -$2.07M -216,838 -1%
Invesco
13
Invesco
Georgia
$142M +$54.1M +5,666,480 +60%
Victory Capital Management
14
Victory Capital Management
Texas
$122M +$3.86M +404,451 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$109M -$547K -57,303 -0.5%
Legal & General Group
16
Legal & General Group
United Kingdom
$108M +$986K +103,244 +0.9%
Norges Bank
17
Norges Bank
Norway
$95.1M -$1.66M -173,462 -2%
Charles Schwab
18
Charles Schwab
California
$91.5M -$267K -27,983 -0.3%
PP
19
Prudential plc
United Kingdom
$79.9M +$81.5M +8,528,901 New
UBS AM
20
UBS AM
Illinois
$77.4M +$431K +45,161 +0.5%
N
21
Nuveen
North Carolina
$72.3M -$1.39M -145,573 -2%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$70.8M -$3.78M -396,114 -5%
Deutsche Bank
23
Deutsche Bank
Germany
$66.8M +$4.85M +507,619 +8%
OP
24
Oldfield Partners
United Kingdom
$64.6M -$2.66M -279,000 -4%
PPA
25
Parametric Portfolio Associates
Washington
$61.3M +$2.49M +260,697 +4%

HPE Hedge Fund Activity: Q3 2020 in Review

722 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2020, worth a combined $9.97B — down 2.9% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 67 closed out — a net gain of 4 holders — while 216 added to existing stakes and 280 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $81.5M. The largest seller was Franklin Resources, cutting an estimated $95.2M.

  • 722 institutional investors held Hewlett Packard (HPE) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $9.97B of Hewlett Packard stock for Q3 2020, down 2.9% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q3 2020 and 67 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q3 2020 was Prudential plc, an estimated $81.5M added.
  • The largest Hewlett Packard seller in Q3 2020 was Franklin Resources, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2020.