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986 hedge funds and large institutions have $30.2B invested in HP in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 391 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

21% more capital invested

Capital invested by funds: $24.9B → $30.2B (+$5.32B)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 938986 (+48)

1.61% less ownership

Funds ownership: 78.27%76.66% (-1.6%)

22% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 391

61% less call options, than puts

Call options by funds: $97M | Put options by funds: $251M

Holders
986
Holders Change
+48
Holders Change %
+5.12%
% of All Funds
17.31%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
119
Increased
304
Reduced
391
Closed
62
Calls
$97M
Puts
$251M
Net Calls
-$154M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
801
Private Ocean
California
$87K -$5.52K -200 -7%
MA
802
Montag & Associates
Georgia
$87K
LWM
803
Liberty Wealth Management
California
$84K
CFO
804
CVA Family Office
Colorado
$84K +$29.1K +1,055 +66%
TWA
805
TCI Wealth Advisors
Arizona
$82K +$5.35K +194 +8%
AIC
806
Ameritas Investment Company
Nebraska
$80.7K +$70.1K +2,540 New
TF
807
TimeScale Financial
Massachusetts
$80K +$27.3K +988 +65%
AS
808
Altshuler Shaham
Israel
$76K +$66.4K +2,405 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
809
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$75K -$11.2M -407,075 -99%
VanEck Associates
810
VanEck Associates
New York
$75K +$65.4K +2,371 New
FFA
811
Freedman Financial Associates
Massachusetts
$72K
CI
812
CX Institutional
Indiana
$72K +$9.44K +342 +18%
BCA
813
Berman Capital Advisors
Georgia
$72K +$27.4K +993 +76%
TC
814
Trust Company
Kansas
$71K
GLLW
815
Graves Light Lenhart Wealth
Virginia
$71K +$28 +1 +0%
TC
816
Truvestments Capital
Florida
$65K +$359 +13 +0.6%
RFA
817
Reilly Financial Advisors
California
$64K
TCM
818
Tradewinds Capital Management
Washington
$64K
TFM
819
TFC Financial Management
Massachusetts
$63K
PWMG
820
Prestige Wealth Management Group
New Jersey
$62K +$28 +1 +0.1%
WPA
821
West Paces Advisors
Georgia
$61.7K
LJHT
822
Laurie J. Hall Trustee
$59K -$3.5K -127 -6%
HWA
823
Heritage Wealth Advisors
Virginia
$56.3K
CBT
824
CoreFirst Bank & Trust
Kansas
$54K
PFGIA
825
Patriot Financial Group Insurance Agency
Massachusetts
$53K -$29.1K -1,055 -39%

HPQ Hedge Fund Activity: Q1 2021 in Review

986 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q1 2021, worth a combined $30.2B — up 21% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HPQ positions and 62 closed out — a net gain of 57 holders — while 304 added to existing stakes and 391 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $97.3M. The largest seller was Dodge & Cox, cutting an estimated $673M.

  • 986 institutional investors held HP (HPQ) as of Q1 2021, up from 938 in Q4 2020.
  • Funds reported $30.2B of HP stock for Q1 2021, up 21% quarter-over-quarter.
  • 119 funds opened new HP positions in Q1 2021 and 62 closed out, a net change of +57 holders.
  • The largest HP buyer in Q1 2021 was Allianz Asset Management, an estimated $97.3M added.
  • The largest HP seller in Q1 2021 was Dodge & Cox, an estimated $673M sold.

Based on aggregated 13F filings for Q1 2021.