Five institutional asset managers accumulated $319.5M in HPE during Q3 2026, led by Truist Financial (adding $204.2M) and Robeco (adding $104.9M), while one manager trimmed $7.4M. The cluster is one-sided bullish but the 45-day reporting lag and absence of insider buying (confluence score 23/100) weaken the signal.
Executive Summary
Five institutional asset managers accumulated $319.5M in HPE during Q3 2026, led by Truist Financial (adding $204.2M) and Robeco (adding $104.9M), while one manager trimmed $7.4M. The cluster is one-sided bullish but the 45-day reporting lag and absence of insider buying (confluence score 23/100) weaken the signal.
Key Facts
- 5 buyers accumulated $319.5M net; 1 seller reduced by $7.4M
- Truist Financial doubled its position (+796.4%, +$204.2M) to $221.6M
- Robeco Institutional Asset Management doubled (+154.9%, +$104.9M) to $145.1M
- Artemis Investment Management trimmed 38.0% (-$7.4M) to $53.5M
- No open-market insider buying during the quarter; confluence score 23/100 (divergent)
Financial Impact
5 institutions added $319.5M in net new positions; 1 institution reduced by $7.4M. Total institutional buying value of $386.1M vs selling of $60.9M.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-HPE-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Institutional Cluster | $53.66 | awaiting T+5 | awaiting T+5 | No price |
Oct 21, 2026 11d ago | 144 | $55.47 $58.87 | ▲ +6.13% | ▲ +5.42% | No price |
Sep 30, 2026 4w ago | 8-K | $63.89 $72.09 | ▲ +12.83% | ▲ +10.92% | No price |
Sep 29, 2026 4w ago | 144 | $63.89 $72.09 | ▲ +12.83% | ▲ +10.92% | No price |
Sep 18, 2026 6w ago | Court Ruling | $61.75 $62.63 | ▲ +1.43% | ▲ +2.45% | No price |
Sep 16, 2026 6w ago | Insider Cluster | $61.04 $63.52 | ▲ +4.06% | ▲ +3.46% | No price |
Sep 14, 2026 6w ago | 144 | $55.88 $61.03 | ▲ +9.22% | ▲ +7.09% | No price |
Sep 2, 2026 8w ago | 8-K | $54.44 $62.09 | ▲ +14.05% | ▲ +15.20% | No price |
Aug 7, 2026 12w ago | Court Ruling | $54.68 $57.61 | ▲ +5.36% | ▲ +5.41% | No price |
Jul 24, 2026 14w ago | 8-K | $47.69 $47.14 | ▼ −1.15% | ▼ −1.53% | No price |
US Market Status
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