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HES

Hess

Delisted

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

565 hedge funds and large institutions have $18.9B invested in Hess in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 177 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

11% more funds holding

Funds holding: 508565 (+57)

1.09% less ownership

Funds ownership: 83.62%82.53% (-1.1%)

6% less capital invested

Capital invested by funds: $20.2B → $18.9B (-$1.28B)

11% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 199

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less call options, than puts

Call options by funds: $167M | Put options by funds: $244M

Holders
565
Holders Change
+57
Holders Change %
+11.22%
% of All Funds
8.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
109
Increased
177
Reduced
199
Closed
42
Calls
$167M
Puts
$244M
Net Calls
-$77.4M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.06B +$224M +2,757,235 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.24B +$5.97M +73,651 +0.2%
BlackRock
3
BlackRock
New York
$1.69B +$155M +1,912,120 +9%
State Street
4
State Street
Massachusetts
$1.38B -$3.31M -40,791 -0.2%
Dodge & Cox
5
Dodge & Cox
California
$716M -$161M -1,987,435 -17%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$710M -$39.9M -492,394 -5%
Primecap Management
7
Primecap Management
California
$699M -$3.44M -42,370 -0.4%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$483M -$20.7M -255,165 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$381M +$15.7M +193,943 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$346M -$22.9M -282,527 -6%
Invesco
11
Invesco
Georgia
$315M +$984K +12,132 +0.3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$294M +$17.7M +217,742 +6%
Norges Bank
13
Norges Bank
Norway
$280M +$4.69M +57,882 +2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$252M -$2.84M -35,076 -1%
Northern Trust
15
Northern Trust
Illinois
$243M -$5.22M -64,339 -2%
UBS AM
16
UBS AM
Illinois
$240M -$317M -3,904,222 -55%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$223M -$1.37M -16,892 -0.6%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$218M +$63.8M +786,700 +36%
Bank of America
19
Bank of America
North Carolina
$195M +$19.4M +238,897 +10%
N
20
Nuveen
North Carolina
$180M -$16.4M -202,096 -8%
DZ Bank
21
DZ Bank
Germany
$156M -$308M -3,794,287 -64%
Capital World Investors
22
Capital World Investors
California
$150M -$87.3K -1,077 -0.1%
Legal & General Group
23
Legal & General Group
United Kingdom
$148M -$13.6M -168,057 -8%
JP Morgan Chase
24
JP Morgan Chase
New York
$142M +$40.2M +496,074 +35%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$129M -$681K -8,396 -0.5%

HES Hedge Fund Activity: Q4 2021 in Review

565 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2021, worth a combined $18.9B — down 6.3% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HES positions and 42 closed out — a net gain of 67 holders — while 177 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $224M. The largest seller was UBS AM, cutting an estimated $317M.

  • 565 institutional investors held Hess (HES) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $18.9B of Hess stock for Q4 2021, down 6.3% quarter-over-quarter.
  • 109 funds opened new Hess positions in Q4 2021 and 42 closed out, a net change of +67 holders.
  • The largest Hess buyer in Q4 2021 was Fidelity Investments, an estimated $224M added.
  • The largest Hess seller in Q4 2021 was UBS AM, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2021.