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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 %
GAG
526
GM Advisory Group
New York
$589K -$21.5K -701 -4%
MFG
527
Merit Financial Group
Georgia
$588K +$83.2K +2,710 +16%
TF
528
TIAA FSB
Florida
$587K -$27.7K -903 -5%
FIM
529
Freedom Investment Management
Connecticut
$587K +$7.68K +250 +1%
LPT
530
Legacy Private Trust
Wisconsin
$580K – – –
ZIM
531
Zacks Investment Management
Illinois
$577K -$312K -10,167 -35%
EI
532
Ellevest Inc
New York
$576K +$399 +13 +0.1%
TW
533
Transform Wealth
Colorado
$574K -$36.9K -1,192 -6%
AIMCA
534
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$565K – – –
CICI
535
Capital Investment Counsel Inc
North Carolina
$561K +$6.88K +224 +1%
CWM
536
C2C Wealth Management
Arizona
$557K +$164 +5 +0%
BWM
537
BlackDiamond Wealth Management
New York
$554K +$9.6K +290 +2%
CFB
538
Cullen/Frost Bankers
Texas
$554K -$52.6K -1,712 -9%
PCM
539
Piedmont Capital Management
Montana
$552K -$61.3K -2,000 -10%
LGA
540
Lebenthal Global Advisors
New York
$552K -$163K -5,292 -23%
CT
541
Cambridge Trust
Massachusetts
$551K -$18.3K -596 -3%
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$25.7K +837 +5%
WI
543
Wintrust Investments
Illinois
$546K -$99.8K -3,250 -15%
CGL
544
Clarius Group LLC
Washington
$541K +$2.52K +82 +0.5%
AP
545
Americana Partners
Texas
$537K -$343K -11,179 -39%
WS
546
Wedbush Securities
California
$535K +$46.3K +1,508 +9%
TPA
547
Trivium Point Advisory
Connecticut
$530K +$530K +17,273 New
TMAM
548
Tokio Marine Asset Management
Japan
$527K -$35.5K -1,157 -6%
OWA
549
One Wealth Advisors
California
$520K -$133K -4,345 -20%
IFU
550
iSAM Funds (UK)
United Kingdom
$516K +$516K +16,787 New
20 21
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