HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible
13F holders, Q1 2026 (March 31)84holders +5
17new positions
11sold out
3famous investors
$61.07avg. 13F price*
At the end of Q1 2026, 84 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, up 5 from Q4 2025. 17 opened new positions and 11 sold out. The largest holders were Aequim Alternative Investments LP ($225.8M), BlackRock, Inc. ($133.8M) and D. E. Shaw & Co. ($93.1M). 3 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Mario Gabelli ( of GAMCO Investors'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 (Q1 2026)
- CUSIP
- 42824C208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $173.8M |
| Exits | 11 | $79.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,549,604 shares bought and 5,369,755 shares sold, net +1,179,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Aequim Alternative Investments LP | — | Add +7.0% | 3,500,000 | $225.8M |
| BlackRock, Inc. | — | Reduce -9.5% | 2,073,954 | $133.8M |
| D. E. Shaw & Co. | — | New | 1,430,000 | $93.1M |
| Calamos Advisors LLC | — | Reduce -26.3% | 1,392,504 | $89.8M |
| Franklin Resources Inc. | — | Reduce -6.0% | 1,342,041 | $86.6M |
| Two Sigma Investments, LP | — | Add +359.1% | 1,337,685 | $86.3M |
| Magnetar Financial LLC | — | Add +85.0% | 925,000 | $60.3M |
| Susquehanna Advisors Group, Inc. | — | Add +288.9% | 875,000 | $56.4M |
| Ameriprise Financial Inc. | — | Reduce -4.0% | 831,641 | $54.2M |
| Van Eck Associates Corp. | — | Reduce -10.6% | 808,511 | $52.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +9.6% | 684,344 | $44.1M |
| Manufacturers Life Insurance Company, The | — | Reduce -18.5% | 632,370 | $41.0M |
| MacKay Shields LLC | — | Add +0.7% | 601,856 | $39.0M |
| TPG GP A, LLC | — | New | 575,000 | $37.3M |
| Shaolin Capital Management LLC | — | Reduce -81.5% | 525,000 | $34.2M |
| Wells Fargo & Company | — | Add +146.3% | 524,154 | $33.8M |
| Voya Investment Management LLC | — | Add +18.1% | 494,845 | $31.9M |
| Morgan Stanley | — | Add +196.3% | 397,497 | $25.6M |
| State Street Corp. | — | Reduce -9.3% | 383,876 | $25.0M |
| Advent Capital Management | — | Reduce -28.8% | 375,591 | $24.4M |
| Torray Investment Partners LLC | — | Add +0.2% | 374,999 | $24.2M |
| Sculptor Capital LP | — | New | 369,889 | $24.1M |
| Barclays PLC | — | Add +139.4% | 361,148 | $23.3M |
| FMR LLC | — | No change | 343,900 | $22.3M |
| HBK Investments L P | — | Add +50.0% | 300,000 | $19.6M |
| Pier 88 Investment Partners LLC | — | Reduce -2.4% | 253,440 | $16.3M |
| Raymond James Financial Inc. | — | Add +4.1% | 231,056 | $14.9M |
| Portman Square Capital LLP | — | No change | 220,000 | $14.3M |
| Financial Sense Advisors, Inc. | — | Reduce -23.0% | 213,866 | $13.8M |
| Ssi Investment Management LLC | — | Reduce -0.2% | 209,445 | $13.6M |
| Healthcare of Ontario Pension Plan Trust Fund | — | Reduce -25.9% | 200,000 | $12.9M |
| Westwood Holdings Group Inc. | — | No change | 195,150 | $12.6M |
| Wolverine Asset Management LLC | — | Add +90.7% | 192,823 | $12.6M |
| Gabelli Funds LLC | — | No change | 150,500 | $9.7M |
| Nuveen, LLC | — | Reduce -0.1% | 142,357 | $9.2M |
| Invesco Ltd. | — | Reduce -9.2% | 118,000 | $7.6M |
| CSS LLC | — | Add +603.1% | 114,501 | $7.5M |
| River Road Asset Management, LLC | — | Reduce -6.9% | 101,571 | $6.6M |
| BlueCrest Capital Management Ltd | — | Reduce -54.8% | 97,692 | $6.3M |
| Captrust Financial Advisors | — | New | 97,339 | $6.3M |
| Bank of America Corp. | — | Reduce -67.6% | 94,141 | $6.1M |
| Goldman Sachs Group Inc. | — | Add +529.1% | 94,121 | $6.1M |
| Rational Advisors, Inc. | — | Add +0.5% | 89,840 | $5.8M |
| Infrastructure Capital Advisors, LLC | — | Add +10.1% | 73,164 | $4.7M |
| JPMorgan Chase & Co. | — | Reduce -31.7% | 71,554 | $4.6M |
| Elequin Capital, LP | — | New | 63,959 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Add +3.8% | 63,630 | $4.1M |
| Federated Hermes, Inc. | — | No change | 65,273 | $4.1M |
| Citigroup Inc. | — | No change | 58,103 | $3.7M |
| Walleye Capital LLC | — | New | 50,000 | $3.2M |
| Peloton Wealth Strategists | — | Add +2.0% | 44,250 | $2.9M |
| Jane Street Group, LLC | — | Add +550.0% | 38,330 | $2.5M |
| Chicago Capital Management, LLC | — | No change | 32,900 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | — | New | 31,519 | $2.1M |
| AlphaCore Capital LLC | — | Add +17.6% | 28,021 | $1.8M |
| Skaana Management L.P. | — | New | 26,359 | $1.7M |
| Regal Investment Advisors LLC | — | Add +12.0% | 15,810 | $1.0M |
| Russell Investments Group, Ltd. | — | Reduce -10.2% | 790,100 | $1.0M |
| UBS Group AG | — | New | 12,621 | $814K |
| Samalin Investment Counsel, LLC | — | Add +13.1% | 11,990 | $773K |
| Envestnet Asset Management Inc. | — | Reduce -4.5% | 11,865 | $765K |
| Credit Industriel Et Commercial | — | Add +18.2% | 650,000 | $650K |
| GAMCO Investors | — | No change | 7,450 | $481K |
| Fiduciary Trust Co | — | No change | 7,000 | $452K |
| Game Creek Capital, LP | — | No change | 7,000 | $452K |
| Central Pacific Bank - Trust Division | — | No change | 6,685 | $431K |
| Sei Investments Co. | — | Add +40.9% | 6,275 | $400K |
| Susquehanna International Group, LLP | — | New | 5,261 | $339K |
| Bank of Montreal | — | Reduce -0.1% | 4,156 | $268K |
| Ares Systematic Credit Ltd | — | New | 4,022 | $247K |
| &partners | — | Reduce -2.5% | 3,742 | $241K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 3,550 | $229K |
| Phillips Wealth Planners LLC | — | New | 2,778 | $229K |
| Osaic Holdings, Inc. | — | Add +7.8% | 3,378 | $218K |
| Millennium Management | — | New | 73,200 | $95K |
| Steward Partners Investment Advisory, LLC | — | Reduce -32.9% | 1,057 | $68K |
| Tower Research Capital LLC (TRC) | — | New | 337 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | — | New | 172 | $11K |
| O'shaughnessy Asset Management, LLC | — | New | 143 | $9K |
| UMB Bank, n.a. | — | No change | 127 | $8K |
| Glenmede Trust Co. NA | — | No change | 52 | $3K |
| Greykasell Wealth Strategies, Inc. | — | New | 20 | $1K |
| Millstone Evans Group, LLC | — | No change | 12 | $774 |
| Blue Trust, Inc. | — | No change | 5 | $323 |
"% 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.