HPQ icon

HP
HPQ

Overview Fund Activity

1,026 hedge funds and large institutions have $23.2B invested in HP in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 348 increasing their positions, 382 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
16.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
103
Increased
348
Reduced
382
Closed
71
Calls
$205M
Puts
$325M
Net Calls
-$120M
Net Calls Change
-$50.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$402M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$100M
3
WP
Woodline Partners
California
+$91.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$76M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$73.2M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$372M
2
BlackRock
BlackRock
New York
-$135M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$64.1M
4
Bank of America
Bank of America
North Carolina
-$55.9M
5
State Street
State Street
Massachusetts
-$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
826
Coppell Advisory Solutions
Texas
$83.7K +$83.7K +2,760 New
FFA
827
Farther Finance Advisors
California
$81.8K +$1.78K +58 +2%
KFS
828
Kelly Financial Services
Massachusetts
$81.5K +$399 +13 +0.5%
GRP
829
Global Retirement Partners
California
$76.6K -$18.1K -590 -19%
First Manhattan
830
First Manhattan
New York
$75.1K +$55.4K +1,805 +282%
CG
831
Cutler Group
California
$75K +$75K +2,465 New
VNA
832
Valley National Advisers
Pennsylvania
$73K +$21.6K +700 +42%
OP
833
ORG Partners
Indiana
$72K +$72K +2,346 New
GWM
834
Geneos Wealth Management
Colorado
$69.9K – – –
HS
835
Horan Securities
United States
$66.3K +$60.2K +1,960 +980%
TC
836
Tacita Capital
Ontario, Canada
$66K – – –
TPCW
837
TD Private Client Wealth
New York
$65.8K -$2.52K -82 -4%
GM
838
GeoWealth Management
Illinois
$64K +$7.93K +260 +14%
PWMG
839
Prestige Wealth Management Group
New Jersey
$61.7K +$62 +2 +0.1%
CFO
840
CVA Family Office
Colorado
$61.7K -$11.7K -380 -16%
ANBT
841
American National Bank & Trust
Texas
$61.7K -$921 -30 -1%
IBOK
842
Independence Bank of Kentucky
Kentucky
$61.4K – – –
CHA
843
Carmichael Hill & Associates
Maryland
$61.4K +$61.4K +2,000 New
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$61.3K +$14.2K +462 +30%
BWL
845
Bogart Wealth LLC
Virginia
$60.8K +$92 +3 +0.2%
ME
846
McIlrath & Eck
Washington
$59.9K +$29K +943 +93%
HCP
847
Hexagon Capital Partners
Arkansas
$58.9K -$12.9K -421 -18%
OA
848
Operose Advisors
Wisconsin
$58.1K – – –
DAM
849
Delta Asset Management
Tennessee
$57.9K – – –
FCB
850
First Command Bank
Texas
$57.4K +$11.6K +379 +25%
32 33
34
35 36