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HP
HPQ

1,034 hedge funds and large institutions have $23.3B invested in HP in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 352 increasing their positions, 385 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 71

2% more funds holding

Funds holding: 1,010 → 1,034 (+24)

4% more capital invested

Capital invested by funds: $22.4B → $23.3B (+$833M)

0.78% less ownership

Funds ownership: 77.6% → 76.82% (-0.78%)

9% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 385

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

37% less call options, than puts

Call options by funds: $205M | Put options by funds: $325M

Holders
1,034
Holders Change
+24
Holders Change %
+2.38%
% of All Funds
16.23%
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
352
Reduced
385
Closed
71
Calls
$205M
Puts
$325M
Net Calls
-$120M
Net Calls Change
-$50.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$393M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$98M
3
WP
Woodline Partners
California
+$89.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$74.3M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$71.6M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$364M
2
BlackRock
BlackRock
New York
-$132M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$64.1M
4
Bank of America
Bank of America
North Carolina
-$54.6M
5
State Street
State Street
Massachusetts
-$44.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
576
Avalon Capital Management
California
$469K – – –
DWT
577
Dorsey & Whitney Trust
South Dakota
$462K +$7.66K +255 +2%
SMH
578
Sanders Morris Harris
Texas
$461K +$450K +15,000 New
PCIA
579
Prime Capital Investment Advisors
Kansas
$454K +$46.6K +1,553 +12%
EA
580
Eudaimonia Advisors
Tennessee
$447K -$53K -1,764 -11%
JF
581
Jump Financial
Illinois
$446K -$460K -15,324 -51%
MIC
582
Meridian Investment Counsel
California
$441K – – –
HT
583
Heritage Trust
Oklahoma
$439K +$429K +14,297 New
BDFN
584
Bond & Devick Financial Network
Minnesota
$436K – – –
CWM
585
Compass Wealth Management
Connecticut
$433K -$12K -400 -3%
CFO
586
Collective Family Office
Pennsylvania
$431K -$72.2K -2,405 -15%
LAM
587
Lingohr Asset Management
Germany
$430K – – –
CAS
588
CTC Alternative Strategies
Illinois
$428K +$419K +13,950 New
BC
589
Burney Company
Virginia
$424K – – –
IB
590
Intrust Bank
Kansas
$421K -$2.34K -78 -0.6%
ST
591
Spinnaker Trust
Maine
$419K +$34.2K +1,140 +9%
PTC
592
Private Trust Company
Ohio
$416K +$780 +26 +0.2%
SPA
593
Sherbrooke Park Advisers
New York
$415K +$405K +13,500 New
SSW
594
Smith Shellnut Wilson
Mississippi
$414K – – –
AIP
595
Ameritas Investment Partners
Nebraska
$413K +$780 +26 +0.2%
SP
596
Symmetry Partners
Connecticut
$413K – – –
CWA
597
Centennial Wealth Advisory
Michigan
$411K +$88.3K +2,940 +28%
FFM
598
Forum Financial Management
Illinois
$408K +$17K +567 +4%
LOAMS
599
Lombard Odier Asset Management (Switzerland)
Switzerland
$405K -$131K -4,379 -25%
FPAS
600
Focus Partners Advisor Solutions
Missouri
$403K -$3.09K -103 -0.8%
22 23
24
25 26

HPQ Hedge Fund Activity: Q2 2023 in Review

1,034 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q2 2023, worth a combined $23.3B — up 3.7% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new HPQ positions and 71 closed out — a net gain of 32 holders — while 352 added to existing stakes and 385 trimmed.

The largest buyer was Vanguard Group, adding an estimated $393M. The largest seller was Dodge & Cox, cutting an estimated $364M.

  • 1,034 institutional investors held HP (HPQ) as of Q2 2023, up from 1,010 in Q1 2023.
  • Funds reported $23.3B of HP stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 103 funds opened new HP positions in Q2 2023 and 71 closed out, a net change of +32 holders.
  • The largest HP buyer in Q2 2023 was Vanguard Group, an estimated $393M added.
  • The largest HP seller in Q2 2023 was Dodge & Cox, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2023.