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HP
HPQ

Overview Fund Activity

941 hedge funds and large institutions have $41.9B invested in HP in 2015 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
-17
Holders Change %
-1.77%
% of All Funds
25.38%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.49%
New
69
Increased
322
Reduced
378
Closed
78
Calls
$353M
Puts
$535M
Net Calls
-$182M
Net Calls Change
-$73.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$423M
2
Dodge & Cox
Dodge & Cox
California
+$369M
3
Boston Partners
Boston Partners
Massachusetts
+$352M
4
Citadel Advisors
Citadel Advisors
Florida
+$189M
5
Primecap Management
Primecap Management
California
+$130M

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$1.17B
2
State Street
State Street
Massachusetts
-$168M
3
BIT
BlackRock Institutional Trust
California
-$116M
4
Invesco
Invesco
Georgia
-$99.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
876
Shamrock Asset Management
Texas
$24K – – –
LOCB
877
Lombard Odier & Cie (Bahamas)
Bahamas
$24K – – –
CA
878
CapWealth Advisors
Tennessee
$23K – – –
TC
879
Trust Company
Kansas
$23K +$6.02K +445 +35%
GWA
880
Genesis Wealth Advisors
Massachusetts
$22.1K +$8.14K +597 +58%
VIA
881
Vantage Investment Advisors
Pennsylvania
$21K -$11.5K -846 -35%
TFO
882
Tarbox Family Office
California
$21K -$924 -68 -4%
FAM
883
Formidable Asset Management
Ohio
$20K – – –
BCM
884
Brookstone Capital Management
Illinois
$19K +$19K +1,378 New
FNYS
885
First New York Securities
New York
$18K +$18K +1,321 New
UFA
886
US Financial Advisors
Massachusetts
$18K -$25.1K -1,859 -58%
FMP
887
Financial Management Professionals
Texas
$18K – – –
WP
888
WealthPLAN Partners
Nebraska
$18K +$12.4K +910 +219%
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$17K – – –
EDRS
890
Edmond de Rothschild (Suisse)
Switzerland
$17K +$17K +1,277 New
FWM
891
Focused Wealth Management
New York
$16K – – –
CAW
892
Cornerstone Advisors (Washington)
Washington
$16K +$2.08K +149 +15%
SC
893
Saturna Capital
Washington
$15K – – –
FI
894
FCM Investments
Texas
$14K – – –
S
895
SignatureFD
Georgia
$12K -$2.4K -170 -17%
TJHA
896
Thomas J. Herzfeld Advisors
Florida
$12K – – –
RBC
897
Roble Belko & Company
Pennsylvania
$12K – – –
RA
898
Rational Advisors
New York
$12K – – –
AssetMark Inc
899
AssetMark Inc
California
$12K +$12K +896 New
WA
900
Waverly Advisors
Alabama
$11K +$11K +771 New
34 35
36
37 38