HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible
13F holders, Q3 2025 (September 30)77holders −2
12new positions
13sold out
3famous investors
$66.42avg. 13F price*
At the end of Q3 2025, 77 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, down 2 from Q2 2025. 12 opened new positions and 13 sold out. The largest holders were Voya Investment Management LLC ($263.2M), Shaolin Capital Management LLC ($174.3M) and BlackRock, Inc. ($162.9M). 3 famous investors held it, including Mario Gabelli ( of GAMCO Investors's portfolio), Ken Griffin ( of Citadel Advisors's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- HP Enterprise Co. (hpe 7.625 09/01/27)
- Filed as
- HEWLETT PACKARD ENTERPRISE C (Q3 2025)
- CUSIP
- 42824C208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $51.3M |
| Exits | 13 | $41.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,700,794 shares bought and 2,159,672 shares sold, net +541,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Voya Investment Management LLC | — | Add +13.3% | 3,876,500 | $263.2M |
| Shaolin Capital Management LLC | — | Add +18.0% | 2,554,385 | $174.3M |
| BlackRock, Inc. | — | Add +1.4% | 2,399,661 | $162.9M |
| Calamos Advisors LLC | — | Add +11.8% | 2,115,675 | $143.7M |
| Aequim Alternative Investments LP | — | No change | 1,800,000 | $122.2M |
| Portman Square Capital LLP | — | No change | 1,450,000 | $98.9M |
| Franklin Resources Inc. | — | Add +2.3% | 1,427,496 | $96.9M |
| Van Eck Associates Corp. | — | Add +2.1% | 915,686 | $62.2M |
| Ameriprise Financial Inc. | — | Add +6.9% | 848,141 | $58.1M |
| Sona Asset Management (us) LLC | — | Reduce -29.2% | 850,000 | $57.9M |
| Manufacturers Life Insurance Company, The | — | Reduce -25.1% | 792,620 | $54.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -9.9% | 680,172 | $46.2M |
| MacKay Shields LLC | — | Reduce -0.5% | 605,178 | $41.2M |
| Clearbridge Investments, LLC | — | Add +17.0% | 592,461 | $40.2M |
| Angelo Gordon & Co., L.P. | — | Reduce -11.5% | 575,000 | $39.2M |
| Credit Industriel Et Commercial | — | No change | 550,000 | $37.0M |
| State Street Corp. | — | Add +1.4% | 409,814 | $28.1M |
| Torray Investment Partners LLC | — | New | 359,360 | $24.4M |
| FMR LLC | — | Reduce -5.7% | 343,900 | $23.4M |
| Two Sigma Investments, LP | — | Add +107.8% | 287,320 | $19.5M |
| Financial Sense Advisors, Inc. | — | New | 272,953 | $18.5M |
| Healthcare of Ontario Pension Plan Trust Fund | — | No change | 270,000 | $18.3M |
| Advent Capital Management | — | Add +19.5% | 270,147 | $18.3M |
| Pier 88 Investment Partners LLC | — | Add +100.7% | 266,960 | $18.1M |
| Ssi Investment Management LLC | — | Reduce -1.8% | 265,415 | $18.1M |
| Magnetar Financial LLC | — | No change | 250,000 | $17.0M |
| Raymond James Financial Inc. | — | Add +22.2% | 232,510 | $15.8M |
| Nuveen, LLC | — | Reduce -0.1% | 232,507 | $15.8M |
| Wells Fargo & Company | — | Reduce -53.5% | 219,273 | $14.9M |
| Westwood Holdings Group Inc. | — | No change | 195,150 | $13.3M |
| Barclays PLC | — | Add +8.8% | 176,608 | $12.0M |
| Gabelli Funds LLC | — | No change | 144,000 | $9.9M |
| Invesco Ltd. | — | No change | 130,000 | $8.8M |
| River Road Asset Management, LLC | — | Add +17.1% | 111,598 | $7.6M |
| Morgan Stanley | — | Reduce -57.4% | 104,900 | $7.1M |
| HBK Investments L P | — | No change | 100,000 | $6.8M |
| Rational Advisors, Inc. | — | New | 89,140 | $6.1M |
| Citigroup Inc. | — | Add +32.4% | 78,103 | $5.3M |
| Wolverine Asset Management LLC | — | Reduce -34.0% | 64,180 | $4.4M |
| Goldman Sachs Group Inc. | — | Add +74.0% | 63,433 | $4.3M |
| Laffer Tengler Investments, Inc. | — | Add +23.8% | 61,595 | $4.2M |
| Infrastructure Capital Advisors, LLC | — | Add +22.1% | 60,842 | $4.1M |
| Federated Hermes, Inc. | — | No change | 58,591 | $4.1M |
| Bank of America Corp. | — | Reduce -60.4% | 36,772 | $2.5M |
| JPMorgan Chase & Co. | — | Add +3478.8% | 35,788 | $2.4M |
| Peloton Wealth Strategists | — | Add +24.9% | 33,500 | $2.3M |
| Chicago Capital Management, LLC | — | No change | 32,900 | $2.2M |
| BlueCrest Capital Management Ltd | — | Reduce -86.9% | 27,317 | $1.9M |
| Palisade Capital Management, LP | — | No change | 25,000 | $1.7M |
| AlphaCore Capital LLC | — | Add +43.5% | 14,683 | $997K |
| CSS LLC | — | New | 14,044 | $957K |
| Regal Investment Advisors LLC | — | Add +4.7% | 13,658 | $927K |
| Envestnet Asset Management Inc. | — | Add +9.6% | 13,256 | $900K |
| Calamos Wealth Management LLC | — | Add +31.0% | 12,695 | $862K |
| Morningstar Investment Management LLC | — | New | 10,710 | $727K |
| Samalin Investment Counsel, LLC | — | Add +13.6% | 10,389 | $705K |
| Central Pacific Bank - Trust Division | — | Reduce -5.3% | 10,055 | $683K |
| Russell Investments Group, Ltd. | — | Add +1.6% | 477,200 | $648K |
| Fiduciary Trust Co | — | No change | 7,500 | $509K |
| Game Creek Capital, LP | — | No change | 7,500 | $509K |
| GAMCO Investors | — | No change | 7,000 | $480K |
| Citadel Advisors | — | New | 5,552 | $377K |
| Sei Investments Co. | — | No change | 4,454 | $302K |
| Bank of Montreal | — | Add +24.6% | 3,990 | $271K |
| Millennium Management | — | Add +155.1% | 191,800 | $262K |
| &partners | — | New | 3,839 | $261K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 3,550 | $241K |
| Osaic Holdings, Inc. | — | Reduce -4.0% | 2,977 | $188K |
| Steward Partners Investment Advisory, LLC | — | Add +0.3% | 1,574 | $107K |
| Lanark Financial, Inc. | — | Add +36.4% | 300 | $20K |
| Fifth Third Bancorp | — | New | 163 | $11K |
| UMB Bank, n.a. | — | No change | 127 | $9K |
| Rockefeller Capital Management L.P. | — | New | 56 | $4K |
| Principal Securities, Inc. | — | New | 42 | $3K |
| Northwestern Mutual Wealth Management Co. | — | New | 29 | $2K |
| Millstone Evans Group, LLC | — | No change | 12 | $815 |
| Blue Trust, Inc. | — | New | 5 | $340 |
"% of holder's portfolio" is HP ENTERPRISE CO (HPE 7.625 09/01/27)'s weight in each manager's 13F, not the share of HP Enterprise Co. (hpe 7.625 09/01/27) the manager owns.