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 %
IPW
576
Impact Partnership Wealth
Georgia
$524K -$85K -2,812 -14%
LA
577
LVW Advisors
New York
$522K +$145K +4,782 +38%
CFB
578
Cullen/Frost Bankers
Texas
$518K +$14.3K +472 +3%
ZIM
579
Zacks Investment Management
Illinois
$517K +$5.38K +178 +1%
HH
580
Hilltop Holdings
Texas
$515K +$69K +2,284 +15%
CICI
581
Capital Investment Counsel Inc
North Carolina
$513K -$15.1K -500 -3%
BIAS
582
Beacon Investment Advisory Services
New Jersey
$512K
QCG
583
Quadrant Capital Group
Ohio
$512K -$6.95K -230 -1%
WI
584
Wahed Invest
New York
$510K +$64.7K +2,140 +15%
AWM
585
Apollon Wealth Management
South Carolina
$510K -$11.7K -386 -2%
BFS
586
Bradley Foster & Sargent
Connecticut
$501K +$1.87K +62 +0.4%
PA
587
Profund Advisors
Maryland
$499K -$65.9K -2,180 -12%
EI
588
Ellevest Inc
New York
$497K +$13.1K +432 +3%
GS
589
GTS Securities
New York
$489K -$1.84M -60,881 -79%
TIAA Trust, National Association
590
TIAA Trust, National Association
North Carolina
$486K -$59.9K -1,981 -11%
LGA
591
Lebenthal Global Advisors
New York
$485K
OWA
592
One Wealth Advisors
California
$478K +$8.02K +263 +2%
N
593
Numerai
California
$476K -$86.1K -2,849 -15%
CFGS
594
Concourse Financial Group Securities
Alabama
$474K +$27.4K +899 +6%
WS
595
Wedbush Securities
California
$472K +$12K +398 +3%
SOAMC
596
Spirit of America Management Corp
New York
$471K
DMBA
597
Deseret Mutual Benefit Administrators
Utah
$469K +$55.8K +1,846 +13%
ACM
598
Avalon Capital Management
California
$462K
RAG
599
RIA Advisory Group
Iowa
$461K +$461K +15,244 New
IMCOOI
600
Investment Management Corp of Ontario (IMCO)
Canada
$459K -$169K -5,600 -27%