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Hewlett Packard

900 hedge funds and large institutions have $18.9B invested in Hewlett Packard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 304 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $273M | Put options by funds: $169M

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

5% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 304

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$850M)

0.23% more ownership

Funds ownership: 81.91%82.14% (+0.23%)

0% more funds holding

Funds holding: 900900 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
900
Holders Change
Holders Change %
0%
% of All Funds
12.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
320
Reduced
304
Closed
86
Calls
$273M
Puts
$169M
Net Calls
+$104M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B +$93.8M +5,777,901 +4%
BlackRock
2
BlackRock
New York
$2.15B -$141M -8,690,881 -7%
State Street
3
State Street
Massachusetts
$1.22B -$41M -2,525,186 -4%
Dodge & Cox
4
Dodge & Cox
California
$860M -$92.4M -5,688,801 -10%
Bank of America
5
Bank of America
North Carolina
$857M +$32.8M +2,017,876 +4%
Primecap Management
6
Primecap Management
California
$567M -$2.57M -158,460 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$543M +$28M +1,722,745 +6%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$395M -$41.1M -2,528,447 -10%
Barclays
9
Barclays
United Kingdom
$354M +$266M +16,369,789 +458%
N
10
Nuveen
North Carolina
$351M -$33.4M -2,055,682 -9%
Invesco
11
Invesco
Georgia
$326M +$50.9M +3,134,885 +21%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$320M +$5.11M +314,555 +2%
LSV Asset Management
13
LSV Asset Management
Illinois
$276M -$4.52M -278,316 -2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$257M -$1.87M -115,452 -0.8%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$256M +$20.6M +1,267,300 +10%
Legal & General Group
16
Legal & General Group
United Kingdom
$256M +$22.3M +1,374,738 +11%
Northern Trust
17
Northern Trust
Illinois
$241M -$7.07M -435,070 -3%
Morgan Stanley
18
Morgan Stanley
New York
$229M -$263M -16,167,860 -56%
UBS AM
19
UBS AM
Illinois
$223M +$8.04M +494,897 +4%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$187M +$18M +1,106,431 +12%
Deutsche Bank
21
Deutsche Bank
Germany
$185M -$51.9M -3,195,400 -23%
Two Sigma Investments
22
Two Sigma Investments
New York
$170M -$14.3M -882,099 -8%
Charles Schwab
23
Charles Schwab
California
$165M +$5.32M +327,367 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$164M -$4.45M -273,839 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$162M +$60.3M +3,715,254 +68%

HPE Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2024, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HPE positions and 86 closed out — a net gain of 11 holders — while 320 added to existing stakes and 304 trimmed.

The largest buyer was Barclays, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 900 institutional investors held Hewlett Packard (HPE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $18.9B of Hewlett Packard stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 97 funds opened new Hewlett Packard positions in Q1 2024 and 86 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2024 was Barclays, an estimated $266M added.
  • The largest Hewlett Packard seller in Q1 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2024.