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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 %
GI
901
Gradient Investments
Minnesota
$29.4K +$1.41K +46 +5%
WAS
902
Winch Advisory Services
Wisconsin
$29K +$276 +9 +1%
LFA
903
Level Financial Advisors
New York
$28.2K – – –
ETC
904
Exchange Traded Concepts
Oklahoma
$28.1K +$12.7K +415 +83%
CWP
905
Concord Wealth Partners
Virginia
$26.6K +$9.18K +299 +53%
NECFA
906
New England Capital Financial Advisors
Connecticut
$26K +$123 +4 +0.5%
TFM
907
TFC Financial Management
Massachusetts
$26K -$15.8K -514 -38%
CFD
908
Creative Financial Designs
Indiana
$24.8K – – –
DWMG
909
DB Wealth Management Group
California
$24.6K – – –
SIC
910
Salem Investment Counselors
North Carolina
$24.6K – – –
SWA
911
Sutton Wealth Advisors
Florida
$23.9K – – –
SIS
912
Sound Income Strategies
Florida
$23.7K -$3.41K -111 -13%
CAL
913
Capital Analysts LLC
Pennsylvania
$23K – – –
SS
914
Sunbelt Securities
Texas
$22.9K +$1.88K +61 +9%
GWSA
915
Global Wealth Strategies & Associates
Colorado
$22.7K – – –
IFAM
916
Institutional & Family Asset Management
Colorado
$22.7K +$215 +7 +1%
FMP
917
Financial Management Professionals
Texas
$20K – – –
AAP
918
Arax Advisory Partners
Colorado
$19.3K -$4.14K -135 -18%
EWM
919
Evermay Wealth Management
Virginia
$19.3K +$186 +6 +1%
WPA
920
West Paces Advisors
Georgia
$19K – – –
TF
921
Tompkins Financial
New York
$18.4K – – –
AIA
922
Arcadia Investment Advisors
Idaho
$18.4K -$6.2K -202 -25%
FPF
923
First Pacific Financial
Washington
$18.3K +$18.3K +597 New
AA
924
Ancora Advisors
Ohio
$18.1K +$15K +490 +490%
FFL
925
Financial Freedom LLC
Ohio
$18.1K +$154 +5 +0.9%
35 36
37
38 39