1,078 hedge funds and large institutions have $22.7B invested in HP in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 419 increasing their positions, 377 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
-16
Holders Change %
-1.46%
% of All Funds
15.63%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
90
Increased
419
Reduced
377
Closed
91
Calls
$410M
Puts
$294M
Net Calls
+$116M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
776
Physicians Financial Services
North Carolina
$223K
CWM
777
Compass Wealth Management
Connecticut
$222K -$67.2K -2,225 -23%
PPWP
778
Premier Path Wealth Partners
New Jersey
$221K -$10K -332 -4%
SI
779
Stephens Inc
Arkansas
$221K +$221K +7,302 New
BB
780
Berkshire Bank
Massachusetts
$220K +$220K +7,287 New
AG
781
AlTi Global
New York
$220K +$220K +7,220 New
TCWM
782
Total Clarity Wealth Management
Illinois
$220K -$64.2K -2,126 -23%
MAWA
783
Moss Adams Wealth Advisors
Washington
$219K +$10.6K +346 +5%
DWM
784
Dechtman Wealth Management
Colorado
$219K +$1.48K +49 +0.7%
EFM
785
E Fund Management
China
$218K -$1.06K -35 -0.5%
PA
786
Prossimo Advisors
California
$217K +$217K +7,165 New
CAM
787
Claret Asset Management
Quebec, Canada
$216K -$10.7K -356 -5%
CAL
788
Capital Advisors Ltd
Ohio
$216K +$635 +21 +0.3%
FL
789
Fort LP
Maryland
$216K -$20.2K -669 -9%
BIG
790
Brooklyn Investment Group
New York
$216K +$216K +7,104 New
QC
791
Quent Capital
New York
$215K +$7.5K +248 +4%
AA
792
Auxano Advisors
Washington
$215K -$19.2K -635 -8%
DAS
793
Dynamic Advisor Solutions
Arizona
$214K +$214K +7,084 New
IWM
794
IHT Wealth Management
Illinois
$214K +$4.59K +152 +2%
MHIC
795
Marble Harbor Investment Counsel
Massachusetts
$214K
JBA
796
Johnson Bixby & Associates
Washington
$213K
SVWAG
797
Sound View Wealth Advisors Group
Georgia
$212K -$816 -27 -0.4%
SCM
798
Silvant Capital Management
Georgia
$211K
CIAS
799
Capital Investment Advisory Services
North Carolina
$211K -$11.3K -374 -5%
Nomura Holdings
800
Nomura Holdings
Japan
$210K -$320K -10,583 -60%