1,094 hedge funds and large institutions have $23.1B invested in HP in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 387 increasing their positions, 360 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+96
Holders Change %
+9.62%
% of All Funds
16.04%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
176
Increased
387
Reduced
360
Closed
70
Calls
$276M
Puts
$344M
Net Calls
-$68.6M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
776
Pinnacle Wealth Planning Services
Ohio
$236K +$1.81K +60 +0.8%
SGI
777
Summit Global Investments
Utah
$236K +$236K +7,828 New
FL
778
Fort LP
Maryland
$235K -$11.6K -386 -5%
BIA
779
Barry Investment Advisors
Massachusetts
$234K +$234K +7,722 New
PA
780
Pinnacle Associates
New York
$233K +$233K +7,756 New
AA
781
Auxano Advisors
Washington
$233K +$233K +7,738 New
Fayez Sarofim & Co
782
Fayez Sarofim & Co
Texas
$232K
CIS
783
Custom Index Systems
New York
$232K +$232K +7,704 New
PPWP
784
Premier Path Wealth Partners
New Jersey
$230K +$230K +7,653 New
ICG
785
InterOcean Capital Group
Tennessee
$228K +$228K +7,568 New
CAM
786
Claret Asset Management
Quebec, Canada
$226K +$226K +7,519 New
CAS
787
Coppell Advisory Solutions
Texas
$226K +$187K +6,213 +482%
FNFDCM
788
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$225K +$225K +7,480 New
H
789
HoyleCohen
California
$225K +$225K +7,473 New
FCA
790
FinTrust Capital Advisors
South Carolina
$225K -$77.3K -2,570 -26%
FWCM
791
Ferguson Wellman Capital Management
Oregon
$224K +$224K +7,435 New
JC
792
Jacobs & Co
California
$223K -$28.4K -944 -11%
PFS
793
Physicians Financial Services
North Carolina
$222K -$16.5K -550 -7%
OIA
794
OneDigital Investment Advisors
Kansas
$222K +$222K +7,373 New
CIAS
795
Capital Investment Advisory Services
North Carolina
$221K +$221K +7,354 New
WFA
796
WMG Financial Advisors
Tennessee
$219K +$219K +7,279 New
WPW
797
Waldron Private Wealth
Pennsylvania
$219K +$219K +7,199 New
EFM
798
E Fund Management
China
$218K -$19K -631 -8%
TAM
799
Tocqueville Asset Management
New York
$217K +$217K +7,221 New
DWM
800
Dechtman Wealth Management
Colorado
$216K +$216K +7,196 New