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HES

Hess

Delisted

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

496 hedge funds and large institutions have $18.2B invested in Hess in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 144 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

36% more capital invested

Capital invested by funds: $13.4B → $18.2B (+$4.8B)

4% more funds holding

Funds holding: 478496 (+18)

1.57% more ownership

Funds ownership: 82.17%83.74% (+1.6%)

17% less call options, than puts

Call options by funds: $193M | Put options by funds: $234M

24% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 190

Holders
496
Holders Change
+18
Holders Change %
+3.77%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
70
Increased
144
Reduced
190
Closed
50
Calls
$193M
Puts
$234M
Net Calls
-$40.2M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.54B +$331M +5,171,012 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.09B +$13.3M +207,676 +0.7%
BlackRock
3
BlackRock
New York
$1.53B +$42.4M +662,329 +3%
State Street
4
State Street
Massachusetts
$1.28B +$101M +1,577,632 +10%
Dodge & Cox
5
Dodge & Cox
California
$913M -$275M -4,307,480 -25%
Primecap Management
6
Primecap Management
California
$669M +$59.2M +926,040 +11%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$668M -$21.5M -336,491 -3%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$552M -$11.6M -180,773 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$445M -$47.9M -748,811 -11%
UBS AM
10
UBS AM
Illinois
$371M -$14.3M -223,942 -4%
Invesco
11
Invesco
Georgia
$344M -$2.15M -33,654 -0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$342M -$63.5M -992,758 -17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$325M +$11M +171,507 +4%
Norges Bank
14
Norges Bank
Norway
$263M -$12.6M -196,663 -5%
Capital World Investors
15
Capital World Investors
California
$248M -$31.9M -499,186 -12%
Fisher Asset Management
16
Fisher Asset Management
Washington
$235M +$13.4M +209,467 +7%
Goldman Sachs
17
Goldman Sachs
New York
$233M +$152M +2,371,833 +256%
Northern Trust
18
Northern Trust
Illinois
$232M +$312K +4,886 +0.1%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$219M +$53.7M +840,161 +37%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$200M +$249K +3,900 +0.1%
DZ Bank
21
DZ Bank
Germany
$188M +$7.43M +116,261 +5%
AAMU
22
Amundi Asset Management US
Massachusetts
$182M +$15.6M +244,219 +11%
N
23
Nuveen
North Carolina
$175M +$2.79M +43,645 +2%
Bank of America
24
Bank of America
North Carolina
$147M +$26.3M +411,864 +25%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$145M +$34.6M +541,557 +38%

HES Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2021, worth a combined $18.2B — up 36% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HES positions and 50 closed out — a net gain of 20 holders — while 144 added to existing stakes and 190 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was Dodge & Cox, cutting an estimated $275M.

  • 496 institutional investors held Hess (HES) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $18.2B of Hess stock for Q1 2021, up 36% quarter-over-quarter.
  • 70 funds opened new Hess positions in Q1 2021 and 50 closed out, a net change of +20 holders.
  • The largest Hess buyer in Q1 2021 was Fidelity Investments, an estimated $331M added.
  • The largest Hess seller in Q1 2021 was Dodge & Cox, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2021.