1,152 hedge funds and large institutions have $27.3B invested in HP in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 458 increasing their positions, 359 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.66%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
111
Increased
458
Reduced
359
Closed
94
Calls
$416M
Puts
$289M
Net Calls
+$127M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
851
LongView Wealth Management
Georgia
$236K +$1.97K +55 +0.8%
CWM
852
Compass Wealth Management
Connecticut
$235K
PA
853
Pinnacle Associates
New York
$233K -$116K -3,869 -33%
NF
854
Nikulski Financial
Iowa
$230K +$15.9K +444 +7%
PI
855
PineBridge Investments
New York
$230K -$743K -20,710 -76%
PWM
856
Partnership Wealth Management
Maryland
$230K
CC
857
Centiva Capital
New York
$229K +$229K +6,374 New
Fisher Asset Management
858
Fisher Asset Management
Washington
$228K -$8.43K -235 -4%
DAS
859
Diversify Advisory Services
Utah
$228K +$228K +6,301 New
CA
860
Claro Advisors
Massachusetts
$228K +$6.57K +183 +3%
SW
861
SteelPeak Wealth
California
$223K -$34.1K -943 -13%
LA
862
Legacy Advisors
Pennsylvania
$222K +$222K +6,146 New
KWM
863
KFG Wealth Management
Indiana
$221K +$1.47K +41 +0.7%
BHIA
864
Birch Hill Investment Advisors
Massachusetts
$221K
CPW
865
Crestmont Private Wealth
Texas
$220K +$3.8K +106 +2%
SC
866
Searle & Co
Connecticut
$218K +$1.72K +48 +0.8%
BPWM
867
Badgley Phelps Wealth Managers
Washington
$217K +$217K +6,010 New
LJAC
868
L.J. Altfest & Co
New York
$217K -$934 -26 -0.4%
CAM
869
Columbia Asset Management
Michigan
$217K
MW
870
Maia Wealth
Colorado
$215K +$215K +6,000 New
PP
871
PDS Planning
Ohio
$214K -$4.91K -137 -2%
RBC
872
Romano Brothers & Co
Illinois
$214K
MPI
873
Mairs & Power Inc
Minnesota
$214K +$5.02K +140 +2%
OL
874
Optas LLC
Texas
$214K +$214K +5,952 New
SWA
875
SFMG Wealth Advisors
Texas
$213K