In a recent SEC filing, Paul Singer's activist firm, Elliott Management, revealed it had increased its significant stake in Hewlett Packard Enterprise (HPE). The disclosure, which reflects holdings as of June 30, 2026, showed a 17.69% increase in shares, bringing the total reported value of the position to $1.46 billion. This transaction is part of a public record and may not represent a current holding due to the delayed nature of 13F filings.
The move reinforces Elliott's ongoing activist campaign at HPE, which began in 2025. The two firms have a cooperation agreement that gave the investor a board seat and influence over the company's strategic direction through a new Strategy Committee. [1, 2] Elliott's increased investment comes as HPE continues to integrate its major acquisition of Juniper Networks and faces pressure from at least one other activist investor. [5]