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HES

Hess

Delisted

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

640 hedge funds and large institutions have $27.8B invested in Hess in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 220 increasing their positions, 200 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding in top 10

Funds holding in top 10: 516 (+11)

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

47% more capital invested

Capital invested by funds: $18.9B → $27.8B (+$8.84B)

13% more funds holding

Funds holding: 565640 (+75)

10% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 200

1.41% more ownership

Funds ownership: 82.53%83.94% (+1.4%)

2% less call options, than puts

Call options by funds: $246M | Put options by funds: $251M

Holders
640
Holders Change
+75
Holders Change %
+13.27%
% of All Funds
10.09%
Holding in Top 10
16
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+220%
% of All Funds
0.25%
New
133
Increased
220
Reduced
200
Closed
52
Calls
$246M
Puts
$251M
Net Calls
-$4.88M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.97B +$490M +5,163,034 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.31B +$63.4M +667,979 +2%
BlackRock
3
BlackRock
New York
$2.8B +$317M +3,340,817 +15%
State Street
4
State Street
Massachusetts
$2.05B +$44.5M +469,433 +3%
Primecap Management
5
Primecap Management
California
$989M -$18.9M -199,220 -2%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$932M -$84.5M -890,757 -9%
Bank of America
7
Bank of America
North Carolina
$574M +$259M +2,734,013 +104%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$559M +$7.56M +79,695 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$494M -$6.13M -64,614 -1%
Fisher Asset Management
10
Fisher Asset Management
Washington
$450M +$21.6M +227,588 +6%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$441M +$67.2M +708,225 +21%
Invesco
12
Invesco
Georgia
$430M -$22.1M -232,938 -5%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$411M -$254M -2,675,680 -41%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$366M +$267M +2,809,989 +458%
Northern Trust
15
Northern Trust
Illinois
$342M -$7.67M -80,900 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$341M +$16.4M +172,846 +6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$329M +$130M +1,366,922 +80%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$326M +$9.87M +104,100 +4%
UBS AM
19
UBS AM
Illinois
$316M -$27.3M -287,873 -9%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$287M +$105M +1,111,639 +71%
JP Morgan Chase
21
JP Morgan Chase
New York
$240M +$30.3M +319,406 +17%
N
22
Nuveen
North Carolina
$217M -$32.6M -343,268 -14%
Capital World Investors
23
Capital World Investors
California
$217M +$117K +1,232 +0.1%
Legal & General Group
24
Legal & General Group
United Kingdom
$217M +$2.59M +27,331 +1%
Amundi
25
Amundi
France
$211M +$50.8M +535,700 +38%

HES Hedge Fund Activity: Q1 2022 in Review

640 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2022, worth a combined $27.8B — up 47% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new HES positions and 52 closed out — a net gain of 81 holders — while 220 added to existing stakes and 200 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Dodge & Cox, cutting an estimated $906M.

  • 640 institutional investors held Hess (HES) as of Q1 2022, up from 565 in Q4 2021.
  • Funds reported $27.8B of Hess stock for Q1 2022, up 47% quarter-over-quarter.
  • 133 funds opened new Hess positions in Q1 2022 and 52 closed out, a net change of +81 holders.
  • The largest Hess buyer in Q1 2022 was Fidelity Investments, an estimated $490M added.
  • The largest Hess seller in Q1 2022 was Dodge & Cox, an estimated $906M sold.

Based on aggregated 13F filings for Q1 2022.