1,078 hedge funds and large institutions have $22.7B invested in HP in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 419 increasing their positions, 377 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
-16
Holders Change %
-1.46%
% of All Funds
15.63%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
90
Increased
419
Reduced
377
Closed
91
Calls
$410M
Puts
$294M
Net Calls
+$116M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
501
Bessemer Group
New Jersey
$738K -$1.03M -34,044 -58%
Baird Financial Group
502
Baird Financial Group
Wisconsin
$736K -$71.9K -2,379 -9%
RJT
503
Raymond James Trust
Florida
$729K -$46.7K -1,545 -6%
RIM
504
Rakuten Investment Management
Japan
$727K +$661K +21,883 +1,011%
FPAS
505
Focus Partners Advisor Solutions
Missouri
$724K +$297K +9,816 +69%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$721K -$121K -3,984 -14%
CW
507
CreativeOne Wealth
Kansas
$713K +$316K +10,481 +80%
VCA
508
Verdence Capital Advisors
Maryland
$710K -$35.3K -1,168 -5%
JF
509
Jump Financial
Illinois
$707K -$221K -7,322 -24%
EWA
510
EP Wealth Advisors
California
$707K -$278K -9,185 -28%
WANY
511
Wealthspire Advisors (New York)
New York
$699K -$60.1K -1,988 -8%
AAS
512
Avantax Advisory Services
Texas
$698K -$15.2K -503 -2%
CPC
513
Cookson Peirce & Co
Pennsylvania
$695K +$21.9K +723 +3%
FTC
514
Farmers Trust Company
Ohio
$687K +$60 +2 +0%
GC
515
Garde Capital
Washington
$685K
NVCHI
516
New Vernon Capital Holdings II
New Jersey
$675K +$21.2K +702 +3%
CF
517
Copperwynd Financial
Arizona
$672K -$5.98K -198 -0.9%
CGA
518
Crescent Grove Advisors
Illinois
$670K
MNBTD
519
Moody National Bank Trust Division
Texas
$667K
Brown Advisory
520
Brown Advisory
Maryland
$664K +$36.8K +1,218 +6%
MIF
521
Mediolanum International Funds
Ireland
$663K +$663K +22,002 New
ACL
522
Applied Capital LLC
Florida
$658K -$11K -363 -2%
EWP
523
Elevation Wealth Partners
California
$656K -$24.2K -800 -4%
AWS
524
Atria Wealth Solutions
New York
$653K -$241K -7,903 -27%
KPWS
525
Kestra Private Wealth Services
Texas
$652K +$18.3K +604 +3%