Dell vs. HPE: Which AI Server Stock Is the Better Buy?
Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom.
Hewlett Packard Enterprise Co (HPE)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Elliott Management Paul Singer | 32,271,985 | $1,455,789,243 | +18% | 6.42% |
| 2. | AQR Capital Management Cliff Asness | 12,869,322 | $566,893,650 | -9% | 0.2% |
| 3. | Aequim Alternative Investments Franklin Parlamis | 4,050,000 | $473,931,000 | +16% | 7.37% |
| 4. | Slate Path Capital David Greenspan | 7,781,642 | $351,029,871 | -67% | 4.86% |
| 5. | Citadel Investment Group Ken Griffin | 7,506,355 | $338,611,674 | +90% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.76 | 34,000 | $501,840.00 | 34,000 | 2015-11-30 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $56.91 | 17,000 | $967,429.20 | 65,072 | 2026-09-14 | Filing | |
| $60.44 | 250,000 | $15,110,500.00 | 1,432,393 | 2026-09-11 | Filing | |
| $47.02 | 23,675 | $1,113,198.50 | 0 | 2026-07-22 | Filing | |
| $48.50 | 18,785 | $911,072.50 | 0 | 2026-06-22 | Filing | |
| $54.77 | 20,000 | $1,095,384.00 | 82,941 | 2026-06-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 134,059,655 | $6,047,431,030 | 0.09% | |
| 2. | 86,665,707 | $3,909,490,043 | 0.08% | |
| 3. | 72,677,094 | $3,278,463,710 | 0.15% | |
| 4. | 68,095,481 | $3,081,282,866 | 0.09% | |
| 5. | 59,597,678 | $2,688,384,651 | 0.32% |
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