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Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$2.45B -$37.3M -2,691,769 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.28B +$23.6M +1,703,559 +1%
BlackRock
3
BlackRock
New York
$2.05B +$168M +12,162,366 +10%
State Street
4
State Street
Massachusetts
$1.01B -$14.6M -1,052,548 -2%
Primecap Management
5
Primecap Management
California
$972M -$57.8M -4,174,040 -6%
Bank of America
6
Bank of America
North Carolina
$678M +$547M +39,503,009 +1,109%
Pzena Investment Management
7
Pzena Investment Management
New York
$676M -$27.8M -2,006,636 -4%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$444M -$190M -13,687,120 -33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$351M +$11.4M +821,451 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$287M -$4.46M -321,728 -2%
Northern Trust
11
Northern Trust
Illinois
$237M +$98.2K +7,092 +0%
LSV Asset Management
12
LSV Asset Management
Illinois
$236M -$5.34M -385,900 -3%
First Trust Advisors
13
First Trust Advisors
Illinois
$226M -$37.9M -2,738,576 -16%
Invesco
14
Invesco
Georgia
$219M -$25.9M -1,873,619 -12%
Victory Capital Management
15
Victory Capital Management
Texas
$208M +$9.16M +661,362 +5%
Legal & General Group
16
Legal & General Group
United Kingdom
$185M -$3.38M -244,328 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$161M -$3.98M -287,406 -3%
AAMU
18
Amundi Asset Management US
Massachusetts
$154M +$76.5M +5,520,797 +130%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$150M +$8.02M +578,881 +6%
N
20
Nuveen
North Carolina
$141M -$2.27M -163,604 -2%
UBS AM
21
UBS AM
Illinois
$135M +$1.9M +136,902 +2%
Charles Schwab
22
Charles Schwab
California
$124M -$30M -2,163,190 -22%
PPA
23
Parametric Portfolio Associates
Washington
$109M +$2.29M +165,525 +2%
OP
24
Oldfield Partners
United Kingdom
$107M +$4.09M +295,410 +5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$95.9M +$1.61M +116,118 +2%

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.