We are live on ! Find out more
HPE icon

Hewlett Packard

760 hedge funds and large institutions have $12.7B invested in Hewlett Packard in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 71

28% more capital invested

Capital invested by funds: $9.97B → $12.7B (+$2.75B)

5% more funds holding

Funds holding: 722760 (+38)

1.18% less ownership

Funds ownership: 82.8%81.62% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 278

36% less call options, than puts

Call options by funds: $53.2M | Put options by funds: $83.8M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
760
Holders Change
+38
Holders Change %
+5.26%
% of All Funds
13.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
118
Increased
230
Reduced
278
Closed
71
Calls
$53.2M
Puts
$83.8M
Net Calls
-$30.6M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.88B +$16.7M +1,594,162 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.7B -$19.5M -1,862,010 -1%
BlackRock
3
BlackRock
New York
$1.4B +$111M +10,541,721 +10%
Primecap Management
4
Primecap Management
California
$781M -$28.2M -2,683,105 -4%
State Street
5
State Street
Massachusetts
$773M -$21.7M -2,064,044 -3%
Pzena Investment Management
6
Pzena Investment Management
New York
$533M +$3.7M +352,432 +0.8%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$496M +$44.1M +4,203,080 +11%
KBC Group
8
KBC Group
Belgium
$371M -$724K -68,980 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$255M +$4.23M +402,854 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$220M +$2.14M +203,597 +1%
First Trust Advisors
11
First Trust Advisors
Illinois
$203M +$7.36M +701,309 +4%
Invesco
12
Invesco
Georgia
$187M +$7.27M +692,872 +5%
LSV Asset Management
13
LSV Asset Management
Illinois
$182M -$8.86M -844,135 -5%
Northern Trust
14
Northern Trust
Illinois
$178M -$6.3M -599,811 -4%
Victory Capital Management
15
Victory Capital Management
Texas
$149M -$5.42M -516,760 -4%
Legal & General Group
16
Legal & General Group
United Kingdom
$142M +$4.82M +459,721 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$125M -$11.6M -1,102,624 -9%
Charles Schwab
18
Charles Schwab
California
$119M +$3.09M +294,651 +3%
N
19
Nuveen
North Carolina
$108M +$14.9M +1,416,592 +18%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$106M +$57.3M +5,456,502 +157%
UBS AM
21
UBS AM
Illinois
$100M +$2.14M +203,731 +2%
PPA
22
Parametric Portfolio Associates
Washington
$80.4M +$2.54M +241,597 +4%
Canada Life
23
Canada Life
Manitoba, Canada
$74.2M -$1.98M -188,340 -3%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$70.8M +$1.36M +129,317 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$64.7M -$17.5M -1,665,381 -23%

HPE Hedge Fund Activity: Q4 2020 in Review

760 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2020, worth a combined $12.7B — up 28% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new HPE positions and 71 closed out — a net gain of 47 holders — while 230 added to existing stakes and 278 trimmed.

The largest buyer was BlackRock, adding an estimated $111M. The largest seller was Norges Bank, cutting an estimated $61.1M.

  • 760 institutional investors held Hewlett Packard (HPE) as of Q4 2020, up from 722 in Q3 2020.
  • Funds reported $12.7B of Hewlett Packard stock for Q4 2020, up 28% quarter-over-quarter.
  • 118 funds opened new Hewlett Packard positions in Q4 2020 and 71 closed out, a net change of +47 holders.
  • The largest Hewlett Packard buyer in Q4 2020 was BlackRock, an estimated $111M added.
  • The largest Hewlett Packard seller in Q4 2020 was Norges Bank, an estimated $61.1M sold.

Based on aggregated 13F filings for Q4 2020.