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Hewlett Packard

856 hedge funds and large institutions have $18.3B invested in Hewlett Packard in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $148M | Put options by funds: $120M

21% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 67

20% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 266

3% more capital invested

Capital invested by funds: $17.7B → $18.3B (+$575M)

0.37% more ownership

Funds ownership: 81.59%81.96% (+0.37%)

0% more funds holding

Funds holding: 856856 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
856
Holders Change
Holders Change %
0%
% of All Funds
13.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
81
Increased
318
Reduced
266
Closed
67
Calls
$148M
Puts
$120M
Net Calls
+$27.9M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.71B -$18.7M -1,085,047 -0.7%
BlackRock
2
BlackRock
New York
$2.26B -$91.3M -5,306,509 -4%
State Street
3
State Street
Massachusetts
$1.2B +$10.3M +597,730 +0.9%
Dodge & Cox
4
Dodge & Cox
California
$951M -$9.16M -532,450 -1%
Bank of America
5
Bank of America
North Carolina
$934M +$272M +15,833,893 +42%
Primecap Management
6
Primecap Management
California
$568M -$6.18M -359,410 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$492M +$10M +583,161 +2%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$445M -$1.06M -61,772 -0.2%
Amundi
9
Amundi
France
$412M -$65.3M -3,798,467 -13%
N
10
Nuveen
North Carolina
$369M -$5.81M -337,788 -2%
Goldman Sachs
11
Goldman Sachs
New York
$309M +$135M +7,866,154 +79%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$296M +$5.85M +340,263 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$294M -$15.1M -878,072 -5%
LSV Asset Management
14
LSV Asset Management
Illinois
$277M -$2.86M -166,342 -1%
Morgan Stanley
15
Morgan Stanley
New York
$276M +$10.9M +634,727 +4%
Northern Trust
16
Northern Trust
Illinois
$258M +$15.7M +913,014 +7%
Invesco
17
Invesco
Georgia
$252M +$15.1M +880,271 +6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$250M +$22.5M +1,309,878 +10%
Legal & General Group
19
Legal & General Group
United Kingdom
$229M -$2.45M -142,439 -1%
UBS AM
20
UBS AM
Illinois
$206M -$6.92M -402,279 -3%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$191M +$59.7M +3,468,300 +46%
Deutsche Bank
22
Deutsche Bank
Germany
$179M -$28.9M -1,680,503 -14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$172M -$6.53M -379,476 -4%
Two Sigma Investments
24
Two Sigma Investments
New York
$162M +$16.2M +939,347 +11%
Charles Schwab
25
Charles Schwab
California
$155M -$749K -43,536 -0.5%

HPE Hedge Fund Activity: Q3 2023 in Review

856 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2023, worth a combined $18.3B — up 3.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HPE positions and 67 closed out — a net gain of 14 holders — while 318 added to existing stakes and 266 trimmed.

The largest buyer was Bank of America, adding an estimated $272M. The largest seller was Millennium Management, cutting an estimated $127M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $18.3B of Hewlett Packard stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 81 funds opened new Hewlett Packard positions in Q3 2023 and 67 closed out, a net change of +14 holders.
  • The largest Hewlett Packard buyer in Q3 2023 was Bank of America, an estimated $272M added.
  • The largest Hewlett Packard seller in Q3 2023 was Millennium Management, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.