1,078 hedge funds and large institutions have $22.7B invested in HP in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 419 increasing their positions, 377 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
-16
Holders Change %
-1.46%
% of All Funds
15.63%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
90
Increased
419
Reduced
377
Closed
91
Calls
$410M
Puts
$294M
Net Calls
+$116M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
926
JFS Wealth Advisors
Pennsylvania
$30.4K -$2.21K -73 -7%
CWM
927
Cranbrook Wealth Management
Michigan
$30.4K
IBOK
928
Independence Bank of Kentucky
Kentucky
$30.2K
LCM
929
Logan Capital Management
Pennsylvania
$30.2K
SC
930
Sawyer & Company
Massachusetts
$30.2K +$27.2K +900 +900%
FMB
931
Field & Main Bank
Kentucky
$30.2K -$6.8K -225 -18%
CAM
932
Close Asset Management
United Kingdom
$30K
CA
933
Centerpoint Advisors
Massachusetts
$30K
WAS
934
Winch Advisory Services
Wisconsin
$29.4K +$272 +9 +0.9%
MWM
935
Mascoma Wealth Management
New Hampshire
$28.9K
OIAM
936
OFI Invest Asset Management
France
$28.5K +$532 +19 +2%
CFD
937
Creative Financial Designs
Indiana
$28.1K +$6.14K +203 +28%
BFEC
938
Benjamin F. Edwards & Company
Missouri
$27K -$32.5K -1,080 -55%
MHR
939
Matthew Hamilton Rosenberg
$26.3K
NECFA
940
New England Capital Financial Advisors
Connecticut
$26K +$121 +4 +0.5%
ZB
941
Zions Bancorporation
Utah
$24.8K -$1.33K -44 -5%
SIC
942
Salem Investment Counselors
North Carolina
$24.3K -$11.6K -380 -32%
HWA
943
Heritage Wealth Advisors
Virginia
$24.2K
SIS
944
Sound Income Strategies
Florida
$23.8K
IFAM
945
Institutional & Family Asset Management
Colorado
$23K +$181 +6 +0.8%
GWSA
946
Global Wealth Strategies & Associates
Colorado
$22.4K
KFP
947
Keener Financial Planning
Texas
$22K
CSC
948
Caldwell Sutter Capital
California
$21.2K +$21.2K +700 New
CFFP
949
Center for Financial Planning
Michigan
$21K -$21.2K -700 -50%
CWP
950
Concord Wealth Partners
Virginia
$20.5K +$121 +4 +0.6%