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950 hedge funds and large institutions have $28.8B invested in HP in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 299 increasing their positions, 378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

4% more funds holding

Funds holding: 914950 (+36)

4% more capital invested

Capital invested by funds: $27.7B → $28.8B (+$1.05B)

0.33% less ownership

Funds ownership: 80.48%80.15% (-0.33%)

5% less call options, than puts

Call options by funds: $131M | Put options by funds: $137M

21% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 378

Holders
950
Holders Change
+36
Holders Change %
+3.94%
% of All Funds
21.77%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.44%
New
108
Increased
299
Reduced
378
Closed
64
Calls
$131M
Puts
$137M
Net Calls
-$6.79M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
801
OneDigital Investment Advisors
Kansas
$45K
DOA
802
D'Orazio & Associates
Virginia
$44K
OFS
803
Orrstown Financial Services
Pennsylvania
$44K
PO
804
Private Ocean
California
$41K -$47.1K -2,086 -52%
GAM
805
Gemmer Asset Management
California
$39K -$11.5K -509 -22%
ACM
806
Armbruster Capital Management
New York
$39K
BAM
807
Barrett Asset Management
New York
$37K -$1.24K -55 -3%
WA
808
WealthTrust-Arizona
Arizona
$37K -$903 -40 -2%
RFA
809
Reilly Financial Advisors
California
$36K -$25.7K -1,139 -41%
KA
810
Kaizen Advisory
Illinois
$35K
NCM
811
Nelson Capital Management
California
$35K
VNA
812
Valley National Advisers
Pennsylvania
$34K +$45 +2 +0.1%
TL
813
TrueWealth LLC
Georgia
$34K +$1.08K +48 +3%
ML
814
McAdam LLC
Pennsylvania
$34K +$34.6K +1,531 New
FAM
815
Fred Alger Management
New York
$32K -$22.2K -984 -40%
WAP
816
Wealthcare Advisory Partners
Pennsylvania
$32K +$22.6K +1,000 +218%
HAM
817
Highstreet Asset Management
Ontario, Canada
$30K +$31.2K +1,380 New
TSW
818
Thompson Siegel & Walmsley
Virginia
$29K -$19.3K -856 -39%
IIC
819
Integrated Investment Consultants
Michigan
$29K +$30.3K +1,343 New
CCM
820
Cribstone Capital Management
Maine
$28K -$55.7K -2,467 -66%
GFP
821
Gryphon Financial Partners
Ohio
$28K -$474 -21 -2%
FIB
822
First Interstate Bank
Montana
$28K
TDC
823
Thompson Davis & Co
Virginia
$27K -$19.8K -875 -42%
HFM
824
Hartford Financial Management
Connecticut
$27K +$23 +1 +0.1%
WDL
825
Well Done LLC
Michigan
$27K +$27.3K +1,210 New

HPQ Hedge Fund Activity: Q1 2018 in Review

950 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q1 2018, worth a combined $28.8B — up 3.8% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HPQ positions and 64 closed out — a net gain of 44 holders — while 299 added to existing stakes and 378 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was JP Morgan Chase, cutting an estimated $143M.

  • 950 institutional investors held HP (HPQ) as of Q1 2018, up from 914 in Q4 2017.
  • Funds reported $28.8B of HP stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 108 funds opened new HP positions in Q1 2018 and 64 closed out, a net change of +44 holders.
  • The largest HP buyer in Q1 2018 was Wellington Management Group, an estimated $200M added.
  • The largest HP seller in Q1 2018 was JP Morgan Chase, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2018.