1,002 hedge funds and large institutions have $22.4B invested in HP in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 316 increasing their positions, 400 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
16.04%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
101
Increased
316
Reduced
400
Closed
78
Calls
$225M
Puts
$295M
Net Calls
-$69.5M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
401
Pathstone Family Office
New Jersey
$1.07M -$3.65M -110,066 -77%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M -$136K -4,622 -11%
FRM
403
Fox Run Management
Connecticut
$1.06M +$1.06M +36,105 New
KWA
404
KCS Wealth Advisory
California
$1.06M +$4.17K +142 +0.4%
PAM
405
Panagora Asset Management
Massachusetts
$1.04M -$1.44M -49,104 -58%
Baird Financial Group
406
Baird Financial Group
Wisconsin
$1.03M +$214K +7,308 +26%
TA
407
Tectonic Advisors
Texas
$1.02M +$185K +6,295 +22%
AC
408
Albar Capital
United Kingdom
$1M +$1M +34,188 New
LWAM
409
Legacy Wealth Asset Management
Minnesota
$1M -$939 -32 -0.1%
EWM
410
EPG Wealth Management
Georgia
$998K +$426K +14,517 +74%
MFWP
411
Mosaic Family Wealth Partners
Missouri
$998K +$59 +2 +0%
SCM
412
SOL Capital Management
Maryland
$995K -$8.81K -300 -0.9%
CCG
413
Cypress Capital Group
Florida
$990K -$12.7K -433 -1%
HI
414
Human Investing
Oregon
$979K -$22K -750 -2%
AIA
415
Affinity Investment Advisors
California
$978K
MA
416
Mutual Advisors
Nebraska
$976K -$63.2K -2,153 -6%
ZIG
417
Zurich Insurance Group
Switzerland
$966K
MWM
418
Mission Wealth Management
California
$965K +$17.8K +608 +2%
DT
419
Diversified Trust
Tennessee
$964K +$513K +17,488 +114%
UB
420
UMB Bank
Missouri
$951K -$64.5K -2,199 -6%
AWS
421
Atria Wealth Solutions
New York
$938K +$190K +6,445 +25%
FAG
422
Fortitude Advisory Group
Washington
$927K
SPIA
423
Steward Partners Investment Advisory
New York
$923K -$15.4K -524 -2%
AAM
424
Azzad Asset Management
Virginia
$916K +$14.7K +501 +2%
BCI
425
Brinker Capital Investments
Pennsylvania
$916K +$350K +11,934 +62%