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969 hedge funds and large institutions have $24.7B invested in HP in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 354 increasing their positions, 331 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 331

0.04% more ownership

Funds ownership: 78.37%78.41% (+0.04%)

3% less funds holding

Funds holding: 994969 (-25)

11% less call options, than puts

Call options by funds: $260M | Put options by funds: $293M

13% less capital invested

Capital invested by funds: $28.2B → $24.7B (-$3.53B)

13% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 83

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
969
Holders Change
-25
Holders Change %
-2.52%
% of All Funds
16.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
354
Reduced
331
Closed
83
Calls
$260M
Puts
$293M
Net Calls
-$32.5M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
451
Burke & Herbert Bank & Trust
Virginia
$787K -$4.63K -161 -0.6%
AMG
452
Asset Management Group
Connecticut
$779K +$5.86K +204 +0.7%
RFG
453
Range Financial Group
Oregon
$766K -$20.2K -702 -2%
BSW
454
Buckingham Strategic Wealth
Missouri
$766K -$17.1K -596 -2%
PFM
455
Parsec Financial Management
North Carolina
$766K +$12.1K +420 +2%
CAAS
456
Capital Asset Advisory Services
Michigan
$761K +$25.7K +893 +3%
WDA
457
Wendell David Associates
New Hampshire
$758K
COCM
458
Charter Oak Capital Management
New Hampshire
$744K +$29 +1 +0%
RCS
459
Retirement Capital Strategies
California
$738K
Rockefeller Capital Management
460
Rockefeller Capital Management
New York
$735K -$349K -12,157 -31%
RWM
461
Ritholtz Wealth Management
New York
$732K +$386K +13,444 +101%
VCM
462
Virtue Capital Management
Tennessee
$729K +$64.5K +2,246 +9%
CFB
463
Cullen/Frost Bankers
Texas
$723K +$109K +3,802 +17%
SP
464
Symmetry Partners
Connecticut
$722K -$255K -8,885 -26%
CK
465
Cohen Klingenstein
New York
$717K
PCS
466
Personal CFO Solutions
New Jersey
$715K -$5.66K -197 -0.7%
CAM
467
Cresset Asset Management
Illinois
$705K +$67.5K +2,350 +10%
GIM
468
Grassi Investment Management
California
$700K
IC
469
Intersect Capital
California
$699K +$537K +18,705 +273%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$697K -$45.5K -1,582 -6%
TCA
471
Teewinot Capital Advisers
New York
$692K
JIC
472
Johnson Investment Counsel
Ohio
$692K +$86 +3 +0%
IC
473
IEQ Capital
California
$686K +$375K +13,042 +108%
BPA
474
Beacon Pointe Advisors
California
$684K -$458K -15,935 -39%
PCMM
475
Piedmont Capital Management (Montana)
Montana
$684K

HPQ Hedge Fund Activity: Q3 2021 in Review

969 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q3 2021, worth a combined $24.7B — down 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HPQ and 72 opened new positions — a net loss of 11 holders — while 331 trimmed existing stakes and 354 added.

The largest buyer was Acadian Asset Management, adding an estimated $44.9M. The largest seller was Dodge & Cox, cutting an estimated $189M.

  • 969 institutional investors held HP (HPQ) as of Q3 2021, down from 994 in Q2 2021.
  • Funds reported $24.7B of HP stock for Q3 2021, down 13% quarter-over-quarter.
  • 72 funds opened new HP positions in Q3 2021 and 83 closed out, a net change of -11 holders.
  • The largest HP buyer in Q3 2021 was Acadian Asset Management, an estimated $44.9M added.
  • The largest HP seller in Q3 2021 was Dodge & Cox, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2021.