Marshall Wace
HESM icon

Marshall Wace’s Hess Midstream HESM Stock Holding History

Marshall Wace’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-533,554
Closed -$18.8M – 2754
2024
Q3 		$18.8M Buy
533,554
+328,894
+161% +$12.1M 0.02% 527
2024
Q2 		$7.46M Sell
204,660
-183,259
-47% -$6.47M 0.01% 851
2024
Q1 		$14M Buy
387,919
+191,291
+97% +$6.46M 0.02% 633
2023
Q4 		$6.22M Sell
196,628
-648,820
-77% -$19.9M 0.01% 830
2023
Q3 		$24.6M Buy
845,448
+12,128
+1% +$366K 0.05% 370
2023
Q2 		$25.6M Buy
833,320
+808,511
+3,259% +$23.3M 0.05% 394
2023
Q1 		$718K Buy
24,809
+7,954
+47% +$232K ﹤0.01% 1955
2022
Q4 		$504K Buy
+16,855
New +$481K ﹤0.01% 2364
2022
Q2 		– Sell
-486,644
Closed -$14.6M – 3604
2022
Q1 		$14.6M Buy
+486,644
New +$14.7M 0.03% 629
2021
Q4 		– Sell
-109,216
Closed -$3.08M – 4029
2021
Q3 		$3.08M Sell
109,216
-112,990
-51% -$2.86M 0.01% 1243
2021
Q2 		$5.61M Sell
222,206
-146,981
-40% -$3.55M 0.03% 781
2021
Q1 		$8.28M Buy
+369,187
New +$7.96M 0.04% 551
2020
Q2 		– Sell
-24,555
Closed -$249K – 1715
2020
Q1 		$249K Sell
24,555
-102,169
-81% -$1.92M ﹤0.01% 1139
2019
Q4 		$2.87M Sell
126,724
-46,067
-27% -$964K 0.02% 702
2019
Q3 		$3.33M Buy
172,791
+10,567
+7% +$206K 0.03% 610
2019
Q2 		$3.16M Buy
162,224
+156,176
+2,582% +$3.21M 0.03% 628
2019
Q1 		$128K Buy
+6,048
New +$129K ﹤0.01% 1404

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Marshall Wace's HESM Position: Q4 2024 in Review

Marshall Wace sold out of Hess Midstream (HESM) in Q4 2024, closing a stake of 533,554 shares — an estimated $18.8M sold.

Marshall Wace first reported a position in HESM in Q1 2019 and held it in 17 quarters. The position peaked at $25.6M in Q2 2023. 271 funds tracked by Wall St. Rank hold HESM as of Q4 2024.

  • Marshall Wace reported no remaining Hess Midstream position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 533,554 Hess Midstream shares in Q4 2024, an estimated $18.8M.
  • Marshall Wace first reported a position in Hess Midstream in Q1 2019 and held it in 17 quarters.
  • Marshall Wace's Hess Midstream position peaked at $25.6M in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.