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HES

Hess

Delisted

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

478 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 58

28% more capital invested

Capital invested by funds: $10.4B → $13.4B (+$2.96B)

5% more funds holding

Funds holding: 457478 (+21)

0.76% less ownership

Funds ownership: 82.93%82.17% (-0.76%)

10% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 172

31% less call options, than puts

Call options by funds: $202M | Put options by funds: $294M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
478
Holders Change
+21
Holders Change %
+4.6%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
84
Increased
154
Reduced
172
Closed
58
Calls
$202M
Puts
$294M
Net Calls
-$92.1M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.62B +$58.1M +1,278,288 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.55B -$66.7M -1,468,136 -5%
BlackRock
3
BlackRock
New York
$1.1B +$6M +131,931 +0.6%
Dodge & Cox
4
Dodge & Cox
California
$908M -$50.3M -1,106,291 -6%
State Street
5
State Street
Massachusetts
$872M +$39.3M +864,911 +6%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$516M +$60.2M +1,323,350 +16%
Primecap Management
7
Primecap Management
California
$450M +$3.75M +82,500 +1%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$421M +$3.35M +73,736 +0.9%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$371M +$19.4M +427,304 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$308M -$11.3M -248,509 -4%
UBS AM
11
UBS AM
Illinois
$289M -$134M -2,949,675 -35%
Invesco
12
Invesco
Georgia
$259M -$24.3M -535,657 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$233M +$3.67M +80,764 +2%
Capital World Investors
14
Capital World Investors
California
$212M +$68.3M +1,503,131 +60%
Norges Bank
15
Norges Bank
Norway
$207M +$3.77M +82,864 +2%
Northern Trust
16
Northern Trust
Illinois
$173M -$6.28M -138,072 -4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$170M -$2.04M -44,971 -1%
Fisher Asset Management
18
Fisher Asset Management
Washington
$165M +$8.49M +186,811 +6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$149M +$2.06M +45,314 +2%
DZ Bank
20
DZ Bank
Germany
$137M +$20.1M +441,632 +21%
N
21
Nuveen
North Carolina
$128M +$23.5M +517,470 +27%
AAMU
22
Amundi Asset Management US
Massachusetts
$123M +$31.7M +696,305 +43%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$119M -$838K -18,445 -0.8%
Legal & General Group
24
Legal & General Group
United Kingdom
$102M -$1.47M -32,380 -2%
Wells Fargo
25
Wells Fargo
California
$94.1M +$9.88M +217,369 +14%

HES Hedge Fund Activity: Q4 2020 in Review

478 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2020, worth a combined $13.4B — up 28% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HES positions and 58 closed out — a net gain of 26 holders — while 154 added to existing stakes and 172 trimmed.

The largest buyer was Capital World Investors, adding an estimated $68.3M. The largest seller was UBS AM, cutting an estimated $134M.

  • 478 institutional investors held Hess (HES) as of Q4 2020, up from 457 in Q3 2020.
  • Funds reported $13.4B of Hess stock for Q4 2020, up 28% quarter-over-quarter.
  • 84 funds opened new Hess positions in Q4 2020 and 58 closed out, a net change of +26 holders.
  • The largest Hess buyer in Q4 2020 was Capital World Investors, an estimated $68.3M added.
  • The largest Hess seller in Q4 2020 was UBS AM, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.