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NESR

National Energy Services Reunited Corp

72 hedge funds and large institutions have $258M invested in National Energy Services Reunited Corp in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

65% more capital invested

Capital invested by funds: $156M → $258M (+$102M)

22% more funds holding

Funds holding: 5972 (+13)

Holders
72
Holders Change
+13
Holders Change %
+22.03%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
29
Reduced
17
Closed
2
Calls
$50.9M
Puts
Net Calls
+$50.9M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$79.4M
ECA
2
Encompass Capital Advisors
New York
$37.7M +$2.45M +295,728 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.6M +$469K +56,572 +2%
Boston Partners
4
Boston Partners
Massachusetts
$15.7M +$8.21M +989,980 +166%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$11.8M -$8.48M -1,022,630 -46%
BlackRock
6
BlackRock
New York
$11.2M +$506K +60,964 +6%
Jennison Associates
7
Jennison Associates
New York
$8.4M +$190K +22,950 +3%
Invesco
8
Invesco
Georgia
$5.65M +$59.2K +7,136 +1%
CRCM
9
Crystal Rock Capital Management
Illinois
$5.38M +$517K +62,344 +13%
Northern Trust
10
Northern Trust
Illinois
$5.14M -$49K -5,912 -1%
BCM
11
Bridgeway Capital Management
Texas
$5.1M
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$4.1M +$3.43M +413,030 New
State Street
13
State Street
Massachusetts
$3.51M -$153K -18,459 -5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$2.86M -$33.2K -4,000 -1%
LSV Asset Management
15
LSV Asset Management
Illinois
$2.4M +$1.54M +186,035 +336%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.28M -$72.7K -8,765 -4%
RC
17
Ronit Capital
United Kingdom
$1.99M +$1.66M +200,062 New
SCM
18
SIR Capital Management
New York
$1.81M +$738K +89,000 +95%
RHJA
19
Rice Hall James & Associates
California
$1.77M -$74.7K -9,003 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.62M +$1.29M +155,539 +2,019%
VFM
21
Viking Fund Management
North Dakota
$1.29M +$83K +10,000 +8%
HHAM
22
HITE Hedge Asset Management
Massachusetts
$1.2M -$48.5K -5,842 -5%
AAMU
23
Amundi Asset Management US
Massachusetts
$1.17M
N
24
Nuveen
North Carolina
$938K +$31.1K +3,752 +4%
Wells Fargo
25
Wells Fargo
California
$837K +$93.8K +11,305 +15%

NESR Hedge Fund Activity: Q4 2020 in Review

72 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in National Energy Services Reunited Corp (NESR) for Q4 2020, worth a combined $258M — up 65% from $156M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NESR positions and 2 closed out — a net gain of 13 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Boston Partners, adding an estimated $8.21M. The largest seller was Russell Investments Group, cutting an estimated $8.48M.

  • 72 institutional investors held National Energy Services Reunited Corp (NESR) as of Q4 2020, up from 59 in Q3 2020.
  • Funds reported $258M of National Energy Services Reunited Corp stock for Q4 2020, up 65% quarter-over-quarter.
  • 15 funds opened new National Energy Services Reunited Corp positions in Q4 2020 and 2 closed out, a net change of +13 holders.
  • The largest National Energy Services Reunited Corp buyer in Q4 2020 was Boston Partners, an estimated $8.21M added.
  • The largest National Energy Services Reunited Corp seller in Q4 2020 was Russell Investments Group, an estimated $8.48M sold.

Based on aggregated 13F filings for Q4 2020.