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HES

Hess

Delisted

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

536 hedge funds and large institutions have $22.5B invested in Hess in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 46

24% more capital invested

Capital invested by funds: $18.2B → $22.5B (+$4.3B)

8% more funds holding

Funds holding: 496536 (+40)

6% more call options, than puts

Call options by funds: $227M | Put options by funds: $216M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.15% less ownership

Funds ownership: 83.74%83.59% (-0.15%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 179

Holders
536
Holders Change
+40
Holders Change %
+8.06%
% of All Funds
9.33%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
92
Increased
176
Reduced
179
Closed
46
Calls
$227M
Puts
$216M
Net Calls
+$11.9M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.4B +$240M +2,970,483 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.59B +$14M +173,587 +0.6%
BlackRock
3
BlackRock
New York
$1.91B +$20M +247,335 +1%
State Street
4
State Street
Massachusetts
$1.59B +$11.2M +138,621 +0.8%
Dodge & Cox
5
Dodge & Cox
California
$1.05B -$72.2M -894,834 -7%
Primecap Management
6
Primecap Management
California
$823M -$3.01M -37,290 -0.4%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$777M +$88.7M +1,098,577 +14%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$609M -$199M -2,462,938 -26%
UBS AM
9
UBS AM
Illinois
$490M +$29.1M +361,096 +7%
DZ Bank
10
DZ Bank
Germany
$450M +$202M +2,498,345 +94%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$428M +$4.88M +60,413 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$416M +$14.3M +177,655 +4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$373M -$162M -2,011,764 -32%
Invesco
14
Invesco
Georgia
$359M -$60.4M -748,486 -15%
Norges Bank
15
Norges Bank
Norway
$315M -$9.62M -119,157 -3%
Fisher Asset Management
16
Fisher Asset Management
Washington
$308M +$16.5M +204,647 +6%
Northern Trust
17
Northern Trust
Illinois
$300M +$13.1M +161,689 +5%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$269M -$1.63M -20,237 -0.7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$244M -$2.42M -29,997 -1%
Goldman Sachs
20
Goldman Sachs
New York
$235M -$49.5M -612,739 -19%
Bank of America
21
Bank of America
North Carolina
$215M +$31.2M +386,527 +19%
N
22
Nuveen
North Carolina
$210M -$5.88M -72,872 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$193M +$30.3M +375,896 +20%
Wells Fargo
24
Wells Fargo
California
$184M +$43.5M +538,654 +34%
Capital World Investors
25
Capital World Investors
California
$177M -$120M -1,483,564 -42%

HES Hedge Fund Activity: Q2 2021 in Review

536 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2021, worth a combined $22.5B — up 24% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HES positions and 46 closed out — a net gain of 46 holders — while 176 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $240M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $199M.

  • 536 institutional investors held Hess (HES) as of Q2 2021, up from 496 in Q1 2021.
  • Funds reported $22.5B of Hess stock for Q2 2021, up 24% quarter-over-quarter.
  • 92 funds opened new Hess positions in Q2 2021 and 46 closed out, a net change of +46 holders.
  • The largest Hess buyer in Q2 2021 was Fidelity Investments, an estimated $240M added.
  • The largest Hess seller in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2021.