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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 %
STA
701
Summit Trail Advisors
New York
$262K +$262K +8,479 New
TIA
702
Tiemann Investment Advisors
California
$262K -$15.4K -500 -6%
PP
703
PDS Planning
Ohio
$260K +$260K +8,475 New
TAM
704
Tocqueville Asset Management
New York
$260K -$18.9K -615 -7%
EFM
705
E Fund Management
China
$260K -$26.4K -860 -9%
AWM
706
Affinity Wealth Management
Delaware
$259K +$22.5K +734 +10%
MCM
707
Marathon Capital Management
Maryland
$259K -$14.6K -475 -5%
IAA
708
Independent Advisor Alliance
North Carolina
$259K +$259K +8,418 New
HCM
709
Highlander Capital Management
New Jersey
$258K – – –
JC
710
Jacobs & Co
California
$257K -$123 -4 -0%
CM
711
Capula Management
Cayman Islands
$257K -$53K -1,727 -17%
IWM
712
IHT Wealth Management
Illinois
$256K -$254K -8,285 -50%
WTC
713
WhitTier Trust Company
Nevada
$255K -$50.9K -1,658 -17%
SWM
714
Selective Wealth Management
Virginia
$254K +$254K +8,067 New
PCP
715
Proficio Capital Partners
Massachusetts
$252K -$54.5K -1,774 -18%
VCP
716
Verus Capital Partners
Arizona
$252K -$676 -22 -0.3%
EWS
717
Evergreen Wealth Solutions
Pennsylvania
$251K +$21.1K +687 +9%
Fayez Sarofim & Co
718
Fayez Sarofim & Co
Texas
$251K – – –
JWCA
719
J.W. Cole Advisors
Florida
$248K -$24.9K -810 -9%
OC
720
Oakworth Capital
Alabama
$248K – – –
BBHC
721
Brown Brothers Harriman & Co
New York
$247K -$13.2K -431 -5%
KIA
722
KCM Investment Advisors
California
$247K -$10.9K -356 -4%
WFA
723
Wade Financial Advisory
California
$246K – – –
CRC
724
Curi RMB Capital
Illinois
$244K +$1.08K +35 +0.4%
PFS
725
Physicians Financial Services
North Carolina
$244K -$1.08K -35 -0.4%
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