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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
RIM
476
Regent Investment Management
Kentucky
$682K +$394K +13,725 +123%
DT
477
Diversified Trust
Tennessee
$678K
DA
478
Denali Advisors
California
$676K +$273K +9,500 +63%
SC
479
Savant Capital
Illinois
$675K +$68.9K +2,398 +11%
OTPPB
480
Ontario Teachers' Pension Plan Board
Ontario, Canada
$675K +$115K +3,994 +19%
FNBTCON
481
First National Bank & Trust Co of Newtown
Pennsylvania
$672K -$69K -2,400 -9%
AWE
482
Avidian Wealth Enterprises
Texas
$669K +$4.34K +151 +0.6%
NRS
483
Neville Rodie & Shaw
New York
$663K
PAS
484
Park Avenue Securities
New York
$660K +$221K +7,694 +47%
AIA
485
Affinity Investment Advisors
California
$659K +$401K +13,969 +138%
WT
486
Whittier Trust
California
$658K -$12.4K -430 -2%
Wealthfront Advisers
487
Wealthfront Advisers
California
$651K -$545K -18,975 -44%
IFS
488
Ifrah Financial Services
Arkansas
$644K -$1.7K -59 -0.3%
JCIA
489
Jackson Creek Investment Advisors
Colorado
$641K -$261K -9,095 -28%
BRWA
490
B. Riley Wealth Advisors
Florida
$638K +$309K +10,749 +87%
SPIA
491
Steward Partners Investment Advisory
New York
$636K +$28.2K +983 +4%
ST
492
Smithfield Trust
Pennsylvania
$634K -$9.91K -345 -1%
TU
493
TDAM USA
Ontario, Canada
$620K +$190K +6,615 +41%
GC
494
Garde Capital
Washington
$619K
MBT
495
Montecito Bank & Trust
California
$617K -$58.4K -2,032 -8%
Lazard Asset Management
496
Lazard Asset Management
New York
$615K +$13.9K +484 +2%
FTDI
497
First Trust Direct Indexing
Massachusetts
$613K +$11.8K +410 +2%
HPCM
498
High Pointe Capital Management
Illinois
$612K
CF
499
Copperwynd Financial
Arizona
$612K +$2.56K +89 +0.4%
CA
500
Clearstead Advisors
Ohio
$611K +$4.94K +172 +0.8%

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.