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HP
HPQ

Overview Fund Activity

1,026 hedge funds and large institutions have $23.2B invested in HP in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 348 increasing their positions, 382 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
16.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
103
Increased
348
Reduced
382
Closed
71
Calls
$205M
Puts
$325M
Net Calls
-$120M
Net Calls Change
-$50.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$402M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$100M
3
WP
Woodline Partners
California
+$91.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$76M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$73.2M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$372M
2
BlackRock
BlackRock
New York
-$135M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$64.1M
4
Bank of America
Bank of America
North Carolina
-$55.9M
5
State Street
State Street
Massachusetts
-$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
476
Sowell Financial Services
Arkansas
$762K +$270K +8,720 +55%
ACA
477
Atlas Capital Advisors
Wyoming
$761K – – –
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$760K +$12.6K +409 +2%
BCI
479
Brinker Capital Investments
Pennsylvania
$758K -$200K -6,518 -21%
OPS
480
Orion Portfolio Solutions
Nebraska
$758K -$200K -6,518 -21%
OFG
481
OmniStar Financial Group
North Carolina
$754K +$68.8K +2,241 +10%
CA
482
Clearstead Advisors
Ohio
$753K -$1.38K -45 -0.2%
ESCM
483
Echo Street Capital Management
New York
$753K +$753K +24,504 New
KAS
484
Kestra Advisory Services
Texas
$746K -$530K -17,248 -42%
AWC
485
Abundance Wealth Counselors
Pennsylvania
$745K -$2.27K -74 -0.3%
CG
486
Caprock Group
Idaho
$743K +$24.7K +798 +3%
PSC
487
Portman Square Capital
United Kingdom
$736K +$736K +23,976 New
MYAM
488
Meiji Yasuda Asset Management
Japan
$733K -$124K -4,040 -14%
HT
489
Headlands Technologies
Illinois
$732K +$573K +18,663 +360%
PFM
490
Privium Fund Management
Netherlands
$731K +$731K +24,100 New
BRWA
491
B. Riley Wealth Advisors
Florida
$724K +$118K +3,807 +19%
FTC
492
Farmers Trust Company
Ohio
$711K – – –
BFG
493
Bleakley Financial Group
New Jersey
$710K +$19.6K +638 +3%
JIC
494
Johnson Investment Counsel
Ohio
$708K -$38.8K -1,263 -5%
SS
495
Simplicity Solutions
Minnesota
$708K -$212K -6,897 -23%
GC
496
Garde Capital
Washington
$695K – – –
EWP
497
Elevation Wealth Partners
California
$691K – – –
NA
498
NewEdge Advisors
Louisiana
$688K +$58.4K +1,902 +9%
CGA
499
Crescent Grove Advisors
Illinois
$686K – – –
BPA
500
Beacon Pointe Advisors
California
$686K -$8.42K -274 -1%
18 19
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