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 %
WAS
1001
Winch Advisory Services
Wisconsin
$35.5K +$251 +7 +0.7%
WWM
1002
Wolff Wiese Magana
California
$34.7K +$18.6K +518 +115%
MWM
1003
Mascoma Wealth Management
New Hampshire
$34.3K
TWD
1004
True Wealth Design
Ohio
$33.9K -$1.01M -28,035 -97%
VNA
1005
Valley National Advisers
Pennsylvania
$32K -$58.9K -1,656 -65%
NECFA
1006
New England Capital Financial Advisors
Connecticut
$31.2K +$108 +3 +0.3%
WWP
1007
WR Wealth Planners
Missouri
$30.7K +$215 +6 +0.7%
SSB
1008
Sandy Spring Bank
Maryland
$30.6K -$3.34K -93 -10%
AA
1009
Ancora Advisors
Ohio
$30.4K +$251 +7 +0.8%
HWA
1010
Heritage Wealth Advisors
Virginia
$30.3K +$1.65K +46 +6%
M
1011
MOTCO
Texas
$29.6K +$7.75K +216 +35%
CA
1012
CoreCap Advisors
Michigan
$29.3K -$12.3K -342 -30%
FMB
1013
Field & Main Bank
Kentucky
$28.7K -$7.17K -200 -20%
SIC
1014
Salem Investment Counselors
North Carolina
$28.7K
MCM
1015
MV Capital Management
Maryland
$27.8K -$82.5K -2,299 -75%
S
1016
Sachetta
Massachusetts
$26.1K -$825 -23 -3%
CAL
1017
Capital Analysts LLC
Pennsylvania
$26K +$20K +558 +334%
GWSA
1018
Global Wealth Strategies & Associates
Colorado
$25.6K
ATS
1019
Ashton Thomas Securities
New York
$25.4K +$25.4K +708 New
CSC
1020
Caldwell Sutter Capital
California
$25.1K
KFP
1021
Keener Financial Planning
Texas
$25K
CFFP
1022
Center for Financial Planning
Michigan
$24.9K
CFD
1023
Creative Financial Designs
Indiana
$24.7K -$8.68K -242 -26%
CWP
1024
Concord Wealth Partners
Virginia
$24.6K +$108 +3 +0.4%
SL
1025
Salomon & Ludwin
Virginia
$24.2K -$64.6K -1,800 -73%