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Hewlett Packard

833 hedge funds and large institutions have $17B invested in Hewlett Packard in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 307 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 63

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 218

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.69B)

8% more funds holding

Funds holding: 768833 (+65)

1.2% more ownership

Funds ownership: 82.34%83.54% (+1.2%)

69% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $112M

Holders
833
Holders Change
+65
Holders Change %
+8.46%
% of All Funds
12.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
137
Increased
307
Reduced
218
Closed
63
Calls
$34.2M
Puts
$112M
Net Calls
-$77.7M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.38B +$34.8M +2,306,213 +2%
BlackRock
2
BlackRock
New York
$2.08B -$21.9M -1,453,584 -1%
Dodge & Cox
3
Dodge & Cox
California
$1.67B -$135M -8,952,883 -8%
State Street
4
State Street
Massachusetts
$1.09B +$30.4M +2,015,880 +3%
Primecap Management
5
Primecap Management
California
$889M -$10.7M -707,590 -1%
Pzena Investment Management
6
Pzena Investment Management
New York
$677M -$6.67M -442,376 -1%
Bank of America
7
Bank of America
North Carolina
$598M +$8.27M +548,358 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$391M +$15.7M +1,044,251 +4%
Amundi
9
Amundi
France
$351M +$41.7M +2,762,478 +16%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$322M -$16.2M -1,071,385 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$285M -$2.2M -146,192 -0.8%
Victory Capital Management
12
Victory Capital Management
Texas
$275M +$26.4M +1,750,972 +11%
Invesco
13
Invesco
Georgia
$257M -$49.6M -3,289,054 -17%
Northern Trust
14
Northern Trust
Illinois
$248M +$4.01M +265,969 +2%
LSV Asset Management
15
LSV Asset Management
Illinois
$238M +$4.01M +266,226 +2%
First Trust Advisors
16
First Trust Advisors
Illinois
$225M -$4.71M -312,431 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$214M +$812K +53,870 +0.4%
N
18
Nuveen
North Carolina
$190M +$10.3M +680,898 +6%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$173M +$21M +1,395,795 +15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$170M +$5.49M +363,898 +3%
UBS AM
21
UBS AM
Illinois
$152M +$4.22M +279,568 +3%
Barclays
22
Barclays
United Kingdom
$138M +$21.7M +1,438,237 +20%
Charles Schwab
23
Charles Schwab
California
$130M +$3.2M +212,417 +3%
Goldman Sachs
24
Goldman Sachs
New York
$118M +$18.3M +1,214,864 +19%
JP Morgan Chase
25
JP Morgan Chase
New York
$117M -$54.3M -3,602,580 -33%

HPE Hedge Fund Activity: Q4 2021 in Review

833 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2021, worth a combined $17B — up 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 63 closed out — a net gain of 74 holders — while 307 added to existing stakes and 218 trimmed.

The largest buyer was Amundi, adding an estimated $41.7M. The largest seller was Dodge & Cox, cutting an estimated $135M.

  • 833 institutional investors held Hewlett Packard (HPE) as of Q4 2021, up from 768 in Q3 2021.
  • Funds reported $17B of Hewlett Packard stock for Q4 2021, up 11% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q4 2021 and 63 closed out, a net change of +74 holders.
  • The largest Hewlett Packard buyer in Q4 2021 was Amundi, an estimated $41.7M added.
  • The largest Hewlett Packard seller in Q4 2021 was Dodge & Cox, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2021.