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HP
HPQ

854 hedge funds and large institutions have $20.1B invested in HP in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 260 increasing their positions, 353 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

1% more capital invested

Capital invested by funds: $19.8B → $20.1B (+$274M)

0% more funds holding

Funds holding: 851 → 854 (+3)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

2.35% less ownership

Funds ownership: 79.65% → 77.3% (-2.4%)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $198M

26% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 353

Holders
854
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
17.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
87
Increased
260
Reduced
353
Closed
78
Calls
$151M
Puts
$198M
Net Calls
-$46.8M
Net Calls Change
-$174M

Top Buyers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
+$59.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$52M
3
Norges Bank
Norges Bank
Norway
+$48.8M
4
Millennium Management
Millennium Management
New York
+$43.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.4M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$284M
2
Deutsche Bank
Deutsche Bank
Germany
-$237M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
4
N
Nuveen
North Carolina
-$156M
5
BG
Baupost Group
Massachusetts
-$85.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
826
Fortis Group Advisors
New Jersey
$3K +$3.08K +169 New
HFA
827
HC Financial Advisors
California
$2K -$16.1K -880 -92%
FEG
828
Financial Enhancement Group
Indiana
$2K – – –
PK
829
Pflug Koory
Nebraska
$2K – – –
TFGT
830
TS Financial Group (TSFG)
Illinois
$2K – – –
BWM
831
Baystate Wealth Management
Massachusetts
$2K +$36 +2 +2%
PFS
832
Prospera Financial Services
Texas
$2K +$1.62K +89 New
CA
833
Crewe Advisors
Utah
$2K +$1.72K +94 New
AA
834
Ancora Advisors
Ohio
$2K +$1.82K +100 New
AW
835
Avion Wealth
Texas
$2K +$1.82K +100 New
LGWM
836
Litman Gregory Wealth Management
California
$2K +$1.82K +100 New
BCMIO
837
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.15K +118 New
Lazard Asset Management
838
Lazard Asset Management
New York
$1K -$143K -7,823 -99%
APWA
839
Atlas Private Wealth Advisors
New Jersey
$1K – – –
AWM
840
Avior Wealth Management
Nebraska
$1K – – –
CTB
841
Country Trust Bank
Illinois
$1K – – –
FBT
842
First Bank & Trust
South Dakota
$1K – – –
MLFP
843
MPS Loria Financial Planners
Illinois
$1K – – –
SSWG
844
Seven Springs Wealth Group
Tennessee
$1K – – –
TFA
845
Transamerica Financial Advisors
Florida
$1K +$839 +46 +767%
AWM
846
Adams Wealth Management
Utah
$1K +$912 +50 New
HR
847
Howe & Rusling
New York
$1K +$1K +55 New
PCS
848
Personal CFO Solutions
New Jersey
$1K +$89.9K +4,925 +18%
WIM
849
Westside Investment Management
California
$631 – – –
SSW
850
Smith Shellnut Wilson
Mississippi
$251 – – –
32 33
34
35 36

HPQ Hedge Fund Activity: Q3 2020 in Review

854 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q3 2020, worth a combined $20.1B — up 1.4% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new HPQ positions and 78 closed out — a net gain of 9 holders — while 260 added to existing stakes and 353 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $59.8M. The largest seller was Dodge & Cox, cutting an estimated $284M.

  • 854 institutional investors held HP (HPQ) as of Q3 2020, up from 851 in Q2 2020.
  • Funds reported $20.1B of HP stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 87 funds opened new HP positions in Q3 2020 and 78 closed out, a net change of +9 holders.
  • The largest HP buyer in Q3 2020 was Amundi Asset Management US, an estimated $59.8M added.
  • The largest HP seller in Q3 2020 was Dodge & Cox, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2020.