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HES

Hess

Delisted

HES was delisted on the 17th of July, 2025.

559 hedge funds and large institutions have $17.4B invested in Hess in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 185 increasing their positions, 195 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

39% more call options, than puts

Call options by funds: $524M | Put options by funds: $377M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more capital invested

Capital invested by funds: $16.1B → $17.4B (+$1.29B)

3% more funds holding

Funds holding: 542559 (+17)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 195

1.95% less ownership

Funds ownership: 87.55%85.59% (-2%)

Holders
559
Holders Change
+17
Holders Change %
+3.14%
% of All Funds
11.01%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
84
Increased
185
Reduced
195
Closed
57
Calls
$524M
Puts
$377M
Net Calls
+$147M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.64B -$51.7M -789,549 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.04B +$12.4M +190,086 +0.6%
BlackRock
3
BlackRock
New York
$1.25B +$48.6M +743,342 +4%
Dodge & Cox
4
Dodge & Cox
California
$986M +$881K +13,466 +0.1%
State Street
5
State Street
Massachusetts
$901M +$42.2M +645,446 +5%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$633M +$68M +1,038,901 +12%
Primecap Management
7
Primecap Management
California
$544M -$663K -10,140 -0.1%
UBS AM
8
UBS AM
Illinois
$454M +$16.2M +248,195 +4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$443M +$38.7M +590,879 +10%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$424M -$33M -504,908 -7%
Invesco
11
Invesco
Georgia
$381M -$8.18M -125,063 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$361M -$37.8M -577,373 -10%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$357M -$33.4M -510,684 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$266M +$9.84M +150,465 +4%
Northern Trust
15
Northern Trust
Illinois
$232M +$6.6M +100,909 +3%
DZ Bank
16
DZ Bank
Germany
$202M +$102M +1,553,648 +104%
Bank of America
17
Bank of America
North Carolina
$179M -$14.7M -224,933 -8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$176M +$345K +5,278 +0.2%
Norges Bank
19
Norges Bank
Norway
$169M
Fisher Asset Management
20
Fisher Asset Management
Washington
$164M +$5.78M +88,400 +4%
CS
21
Credit Suisse
Switzerland
$164M -$107M -1,637,808 -40%
Goldman Sachs
22
Goldman Sachs
New York
$159M +$41.8M +638,601 +37%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$148M -$2.27M -34,631 -2%
Citigroup
24
Citigroup
New York
$148M +$26.5M +405,619 +22%
PC
25
Packer & Co
Australia
$140M

HES Hedge Fund Activity: Q4 2019 in Review

559 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2019, worth a combined $17.4B — up 8% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HES positions and 57 closed out — a net gain of 27 holders — while 185 added to existing stakes and 195 trimmed.

The largest buyer was DZ Bank, adding an estimated $102M. The largest seller was Elliott Management, exiting entirely with an estimated $405M sold.

  • 559 institutional investors held Hess (HES) as of Q4 2019, up from 542 in Q3 2019.
  • Funds reported $17.4B of Hess stock for Q4 2019, up 8% quarter-over-quarter.
  • 84 funds opened new Hess positions in Q4 2019 and 57 closed out, a net change of +27 holders.
  • The largest Hess buyer in Q4 2019 was DZ Bank, an estimated $102M added.
  • The largest Hess seller in Q4 2019 was Elliott Management, an estimated $405M sold.

Based on aggregated 13F filings for Q4 2019.