1,149 hedge funds and large institutions have $26.4B invested in HP in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 440 increasing their positions, 349 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+71
Holders Change %
+6.59%
% of All Funds
16.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
157
Increased
440
Reduced
349
Closed
68
Calls
$645M
Puts
$349M
Net Calls
+$296M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
1001
JFS Wealth Advisors
Pennsylvania
$34.8K -$490 -14 -1%
WAS
1002
Winch Advisory Services
Wisconsin
$34.4K +$350 +10 +1%
TSMHT
1003
Thurston Springer Miller Herd & Titak
Indiana
$33.8K +$33.8K +964 New
MWM
1004
Mascoma Wealth Management
New Hampshire
$33.4K
SSB
1005
Sandy Spring Bank
Maryland
$33.1K +$13K +372 +65%
TWP
1006
Triad Wealth Partners
Kansas
$32.8K +$32.8K +936 New
CFD
1007
Creative Financial Designs
Indiana
$32.6K +$70 +2 +0.2%
BFEC
1008
Benjamin F. Edwards & Company
Missouri
$31K
CT
1009
Colonial Trust
South Carolina
$30.8K +$30.8K +888 New
NECFA
1010
New England Capital Financial Advisors
Connecticut
$30.3K +$175 +5 +0.6%
WWP
1011
WR Wealth Planners
Missouri
$29.7K +$8.51K +243 +40%
AA
1012
Ancora Advisors
Ohio
$29.4K +$8.75K +250 +42%
AAP
1013
Arax Advisory Partners
Colorado
$28.5K +$5.85K +167 +26%
HWA
1014
Heritage Wealth Advisors
Virginia
$28K
SIC
1015
Salem Investment Counselors
North Carolina
$28K
IFAM
1016
Institutional & Family Asset Management
Colorado
$26.9K +$245 +7 +0.9%
S
1017
Sachetta
Massachusetts
$26.6K +$2.59K +73 +11%
GWSA
1018
Global Wealth Strategies & Associates
Colorado
$25K -$875 -25 -3%
CSC
1019
Caldwell Sutter Capital
California
$24.5K
CFFP
1020
Center for Financial Planning
Michigan
$24.3K
KFP
1021
Keener Financial Planning
Texas
$24K
CWP
1022
Concord Wealth Partners
Virginia
$23.9K +$175 +5 +0.7%
FMP
1023
Financial Management Professionals
Texas
$23K
RWMG
1024
Redwood Wealth Management Group
New Jersey
$22.6K +$22.6K +645 New
FFA
1025
Frazier Financial Advisors
Ohio
$21.7K +$15K +427 +221%