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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 %
DWM
601
Dakota Wealth Management
Florida
$399K -$6.08K -198 -1%
WI
602
Wedgewood Investors
Pennsylvania
$397K – – –
AWM
603
Apollon Wealth Management
South Carolina
$395K -$31 -1 -0%
AI
604
AdvisorShares Investments
Maryland
$395K +$395K +12,856 New
B
605
Bailard
California
$392K +$1.87K +61 +0.5%
STC
606
Sarah T. Connolly
$392K – – –
WPC
607
Wedmont Private Capital
Pennsylvania
$387K +$149K +4,546 +63%
RG
608
Rathbones Group
United Kingdom
$386K – – –
CWM
609
Concentric Wealth Management
California
$386K -$40.4K -1,315 -9%
VHAM
610
Van Hulzen Asset Management
California
$385K +$2.12K +69 +0.6%
WI
611
Wahed Invest
New York
$384K -$5.19K -169 -1%
IIM
612
Ironwood Investment Management
Massachusetts
$384K – – –
CAG
613
Csenge Advisory Group
Florida
$382K +$382K +12,453 New
ZIG
614
Zuckerman Investment Group
Illinois
$381K – – –
ASC
615
Atalanta Sosnoff Capital
New York
$380K +$98K +3,190 +35%
AA
616
Advisory Alpha
Michigan
$379K +$9.83K +320 +3%
MWA
617
Martel Wealth Advisors
Washington
$378K +$378K +12,324 New
NSIM
618
North Star Investment Management
Illinois
$377K +$92 +3 +0%
ET
619
Equitable Trust
Tennessee
$374K +$15.4K +500 +4%
MSAM
620
Moloney Securities Asset Management
Missouri
$374K +$8.48K +276 +2%
LNC
621
Lincoln National Corp
Pennsylvania
$373K +$43.9K +1,431 +13%
CFGS
622
Concourse Financial Group Securities
Alabama
$373K +$264K +8,565 +240%
LWM
623
Lyell Wealth Management
California
$373K -$289K -9,421 -44%
MLA
624
My Legacy Advisors
Oregon
$372K +$372K +11,080 New
IUHSA
625
Itau Unibanco Holding S.A.
Brazil
$372K +$196K +6,391 +112%
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25
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