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HP
HPQ

Overview Fund Activity

912 hedge funds and large institutions have $27.7B invested in HP in 2017 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 296 increasing their positions, 311 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+95
Holders Change %
+11.63%
% of All Funds
20.71%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
153
Increased
296
Reduced
311
Closed
51
Calls
$78.4M
Puts
$185M
Net Calls
-$107M
Net Calls Change
-$43.7M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$335M
2
Bessemer Group
Bessemer Group
New Jersey
$85.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$458M
4
Deutsche Bank
Deutsche Bank
Germany
$756M
5
Ameriprise
Ameriprise
Minnesota
$109M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.77B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$459M
3
AIG
American International Group
New York
$487M
4
BCM
Bridgeway Capital Management
Texas
$0
5
Credit Agricole
Credit Agricole
France
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
826
Winslow Evans & Crocker
Massachusetts
$16.8K – – –
CLOS
827
Compagnie Lombard Odier SCmA
Switzerland
$16K -$115K -5,771 -88%
GRP
828
Global Retirement Partners
California
$16K +$43 +2 +0.3%
AWA
829
Acorn Wealth Advisors
Michigan
$16K +$16K +733 New
TFO
830
Tarbox Family Office
California
$15K – – –
NSB
831
Norway Savings Bank
Maine
$15K – – –
AAP
832
Arax Advisory Partners
Colorado
$14K +$2K +102 +17%
APSP
833
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K -$6.5K -300 -33%
FMP
834
Financial Management Professionals
Texas
$13K – – –
PMFA
835
Plante Moran Financial Advisors
Michigan
$13K +$3.13K +147 +32%
MSA
836
Marino Stram & Associates
Massachusetts
$13K +$13K +627 New
BWA
837
Burt Wealth Advisors
Maryland
$11K – – –
AA
838
AlphaMark Advisors
Kentucky
$11K – – –
WWM
839
Willingdon Wealth Management
North Carolina
$11K – – –
PSC
840
Prentiss Smith & Co
Vermont
$11K – – –
KLWA
841
Kelly Lawrence W & Associates
California
$11K +$11K +500 New
GEA
842
Glen Eagle Advisors
New Jersey
$10.5K +$4.2K +200 +67%
FMA
843
FNY Managed Accounts
New York
$10K -$30K -1,446 -75%
WAP
844
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
PS
845
Portfolio Strategies
New York
$10K +$10K +479 New
CB
846
Community Bank
New York
$10K +$10K +500 New
HWP
847
Hefty Wealth Partners
Indiana
$9K – – –
WAS
848
WESPAC Advisors SoCal
California
$9K +$628 +30 +8%
RFM
849
Royal Fund Management
Florida
$9K +$1.55K +81 +21%
ClearBridge Investments
850
ClearBridge Investments
New York
$8K -$22.4K -1,119 -74%
32 33
34
35 36