HPQ icon

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 %
HI
626
Horizon Investments
North Carolina
$369K +$11.6K +379 +3%
CL
627
CSS LLC
Illinois
$369K -$471K -15,343 -56%
CCM
628
Chilton Capital Management
Texas
$368K – – –
AAM
629
Auxier Asset Management
Oregon
$368K +$43K +1,400 +13%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$366K +$11.3K +368 +3%
IPW
631
Impact Partnership Wealth
Georgia
$364K +$364K +11,865 New
SFA
632
Sequoia Financial Advisors
Ohio
$363K +$61.5K +2,001 +20%
HCA
633
Harbor Capital Advisors
Illinois
$363K – – –
DADC
634
D.A. Davidson & Co
Montana
$362K +$29.2K +950 +9%
SWP
635
Stratos Wealth Partners
Ohio
$357K +$46.2K +1,503 +15%
RCM
636
RB Capital Management
Nevada
$354K -$21.7K -707 -6%
HSA
637
HBK Sorce Advisory
Pennsylvania
$354K +$83.9K +2,733 +31%
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$352K -$2.15K -70 -0.6%
PWM
639
Perigon Wealth Management
California
$351K +$38K +1,236 +12%
CCA
640
Checchi Capital Advisers
California
$349K +$12.9K +420 +4%
IWC
641
Integrated Wealth Concepts
Massachusetts
$347K +$58.5K +1,904 +20%
AMG
642
Asset Management Group
Connecticut
$347K +$3.1K +101 +0.9%
FMAEN1
643
Fund Management at Engine No 1
California
$346K +$24.6K +800 +8%
MMPW
644
Mitchell McLeod Pugh & Williams
Alabama
$346K -$2.46K -80 -0.7%
CP
645
Capital Planning
Washington
$346K – – –
HH
646
Hilltop Holdings
Texas
$343K -$14.3K -467 -4%
GVAG
647
Great Valley Advisor Group
Delaware
$341K +$3.13K +102 +0.9%
SL
648
Sentry LLC
Tennessee
$339K – – –
OTL
649
Oak Thistle LLC
New York
$335K -$391K -12,724 -54%
IAN
650
Integrated Advisors Network
Texas
$334K +$30.2K +982 +10%
24 25
26
27 28