1,152 hedge funds and large institutions have $27.3B invested in HP in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 458 increasing their positions, 359 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.66%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
111
Increased
458
Reduced
359
Closed
94
Calls
$416M
Puts
$289M
Net Calls
+$127M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
476
Impact Partnership Wealth
Georgia
$1.1M +$436K +12,142 +66%
EWM
477
EPG Wealth Management
Georgia
$1.09M +$1.09M +30,445 New
JIC
478
Johnson Investment Counsel
Ohio
$1.09M +$123K +3,427 +13%
FAG
479
Fortitude Advisory Group
Washington
$1.08M
SIP
480
Stoneridge Investment Partners
Pennsylvania
$1.08M -$626K -17,437 -37%
NSEDCP
481
NJ State Employees Deferred Compensation Plan
New Jersey
$1.08M
CAM
482
Cacti Asset Management
Georgia
$1.08M
MFWP
483
Mosaic Family Wealth Partners
Missouri
$1.06M
WSFS
484
Wilmington Savings Fund Society
Delaware
$1.04M +$1.04M +29,041 New
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M +$40.7K +1,136 +4%
OC
486
Oppenheimer & Co
New York
$1.04M -$600K -16,732 -37%
LSAG
487
Lake Street Advisors Group
New Hampshire
$1.03M -$2.19M -59,589 -68%
FCM
488
Fourpath Capital Management
Oklahoma
$1.03M +$1.03M +28,666 New
CB
489
Centennial Bank
Arkansas
$1.03M -$28.2K -786 -3%
SA
490
Sage Advisors
Colorado
$1.03M +$7.89K +220 +0.8%
WIM
491
Westside Investment Management
California
$1.02M
VWM
492
Venturi Wealth Management
Texas
$1.02M +$978K +27,276 +2,552%
CPWA
493
Cerro Pacific Wealth Advisors
California
$1.01M
CCG
494
Cypress Capital Group
Florida
$1M -$143 -4 -0%
SPIA
495
Steward Partners Investment Advisory
New York
$1M -$65.6K -1,828 -6%
TMAM
496
Tokio Marine Asset Management
Japan
$994K +$101K +2,812 +11%
WDA
497
Wendell David Associates
New Hampshire
$994K
MBT
498
Montecito Bank & Trust
California
$974K +$364K +10,145 +60%
IWA
499
Icon Wealth Advisors
Texas
$971K -$7.61K -212 -0.8%
RG
500
Rathbones Group
United Kingdom
$954K +$57.1K +1,592 +6%