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HES

Hess

Delisted

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

508 hedge funds and large institutions have $20.2B invested in Hess in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 83.59%83.62% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

5% less funds holding

Funds holding: 536508 (-28)

10% less capital invested

Capital invested by funds: $22.5B → $20.2B (-$2.27B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less call options, than puts

Call options by funds: $201M | Put options by funds: $265M

30% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 71

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
50
Increased
179
Reduced
183
Closed
71
Calls
$201M
Puts
$265M
Net Calls
-$64.2M
Net Calls Change
-$76.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.01B -$25.8M -350,131 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B +$36.5M +495,740 +2%
BlackRock
3
BlackRock
New York
$1.63B -$66.8M -906,650 -4%
State Street
4
State Street
Massachusetts
$1.46B +$35.1M +476,836 +3%
Dodge & Cox
5
Dodge & Cox
California
$911M -$25.2M -342,139 -3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$788M +$87.7M +1,191,224 +13%
Primecap Management
7
Primecap Management
California
$740M +$4.34M +58,940 +0.6%
UBS AM
8
UBS AM
Illinois
$558M +$114M +1,541,044 +27%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$529M -$14.6M -198,479 -3%
DZ Bank
10
DZ Bank
Germany
$461M +$55.4M +751,887 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$387M +$4.57M +62,050 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$386M +$13.1M +178,343 +4%
Invesco
13
Invesco
Georgia
$331M +$8.93M +121,285 +3%
Fisher Asset Management
14
Fisher Asset Management
Washington
$293M +$16.6M +225,422 +6%
Norges Bank
15
Norges Bank
Norway
$291M +$8.81M +119,639 +3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$269M +$27M +365,993 +12%
Northern Trust
17
Northern Trust
Illinois
$261M -$6.9M -93,605 -3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$236M +$17M +231,073 +8%
N
19
Nuveen
North Carolina
$206M +$17.4M +235,600 +10%
Bank of America
20
Bank of America
North Carolina
$187M -$5.32M -72,164 -3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$178M -$147M -1,989,226 -47%
Legal & General Group
22
Legal & General Group
United Kingdom
$169M -$3.27M -44,411 -2%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$169M +$78.1M +1,060,800 +97%
Wells Fargo
24
Wells Fargo
California
$167M +$1.77M +23,969 +1%
Capital World Investors
25
Capital World Investors
California
$158M +$51.7K +702 +0%

HES Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2021, worth a combined $20.2B — down 10% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 50 opened new positions — a net loss of 21 holders — while 183 trimmed existing stakes and 179 added.

The largest buyer was UBS AM, adding an estimated $114M. The largest seller was T. Rowe Price Associates, cutting an estimated $147M.

  • 508 institutional investors held Hess (HES) as of Q3 2021, down from 536 in Q2 2021.
  • Funds reported $20.2B of Hess stock for Q3 2021, down 10% quarter-over-quarter.
  • 50 funds opened new Hess positions in Q3 2021 and 71 closed out, a net change of -21 holders.
  • The largest Hess buyer in Q3 2021 was UBS AM, an estimated $114M added.
  • The largest Hess seller in Q3 2021 was T. Rowe Price Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2021.