1,152 hedge funds and large institutions have $27.3B invested in HP in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 458 increasing their positions, 359 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.66%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
111
Increased
458
Reduced
359
Closed
94
Calls
$416M
Puts
$289M
Net Calls
+$127M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
ET
676
Equitable Trust
Tennessee
$426K
BC
677
Burney Company
Virginia
$423K
Empower Advisory Group
678
Empower Advisory Group
Colorado
$422K -$6.17K -172 -1%
AG
679
AIA Group
Hong Kong
$419K
CI
680
CX Institutional
Indiana
$415K -$230K -6,404 -36%
CWM
681
Congress Wealth Management
Massachusetts
$415K +$415K +11,571 New
FFM
682
Forum Financial Management
Illinois
$413K -$2.15K -60 -0.5%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$413K
AWM
684
Avior Wealth Management
Nebraska
$413K +$68.1K +1,898 +20%
DADC
685
D.A. Davidson & Co
Montana
$412K -$531K -14,795 -56%
MIC
686
Meridian Investment Counsel
California
$409K -$33.9K -945 -8%
TAM
687
Tocqueville Asset Management
New York
$409K +$46K +1,283 +13%
MLA
688
My Legacy Advisors
Oregon
$408K -$78K -2,175 -16%
TCWM
689
Total Clarity Wealth Management
Illinois
$404K +$404K +11,255 New
TSS
690
Two Sigma Securities
New York
$401K -$123K -3,440 -24%
GVAG
691
Great Valley Advisor Group
Delaware
$401K +$29.2K +814 +8%
HSA
692
HBK Sorce Advisory
Pennsylvania
$400K -$27.2K -757 -6%
MMPW
693
Mitchell McLeod Pugh & Williams
Alabama
$400K
IIM
694
Ironwood Investment Management
Massachusetts
$398K -$15.1K -422 -4%
FP
695
Foundry Partners
Minnesota
$397K -$25.1K -700 -6%
LFG
696
Larson Financial Group
Missouri
$397K -$271K -7,554 -41%
SL
697
Sentry LLC
Tennessee
$395K
FIC
698
FCG Investment Company
Tennessee
$395K +$395K +11,005 New
RCAG
699
Rehmann Capital Advisory Group
Michigan
$393K +$2.26K +63 +0.6%
PA
700
PFG Advisors
Arizona
$391K -$31.5K -878 -7%