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NESR

National Energy Services Reunited Corp

102 hedge funds and large institutions have $362M invested in National Energy Services Reunited Corp in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

3% less funds holding

Funds holding: 105102 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

24% less capital invested

Capital invested by funds: $477M → $362M (-$115M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
44
Reduced
29
Closed
17
Calls
$16.2M
Puts
Net Calls
+$16.2M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$75.5M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.6M -$9.79M -876,056 -18%
ECA
3
Encompass Capital Advisors
New York
$29.9M +$441K +39,435 +1%
Lazard Asset Management
4
Lazard Asset Management
New York
$26.9M +$219K +19,575 +0.7%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$22.8M +$5.17M +462,969 +24%
BlackRock
6
BlackRock
New York
$18.6M +$471K +42,157 +2%
Boston Partners
7
Boston Partners
Massachusetts
$16.9M -$2.58M -230,630 -11%
Jennison Associates
8
Jennison Associates
New York
$9.65M -$44.9K -4,021 -0.4%
LSV Asset Management
9
LSV Asset Management
Illinois
$9.26M -$985K -88,200 -8%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$8.39M +$3.15M +282,400 +47%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$7.97M +$1.12M +100,305 +13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$7.25M +$1.25M +112,257 +17%
Invesco
13
Invesco
Georgia
$7.22M +$2.52M +225,900 +42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.65M +$903K +80,790 +13%
N
15
Nuveen
North Carolina
$6.39M +$1.87M +167,624 +33%
CRCM
16
Crystal Rock Capital Management
Illinois
$4.56M -$76.5K -6,850 -1%
BCM
17
Bridgeway Capital Management
Texas
$4.38M
State Street
18
State Street
Massachusetts
$4.07M +$130K +11,652 +3%
Northern Trust
19
Northern Trust
Illinois
$3.92M -$65.3K -5,847 -1%
SCM
20
SIR Capital Management
New York
$3.8M +$665K +59,569 +17%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.71M +$66K +5,905 +2%
Stifel Financial
22
Stifel Financial
Missouri
$3.54M -$5.6M -501,351 -57%
RHJA
23
Rice Hall James & Associates
California
$3.17M +$1.65M +148,009 +79%
Millennium Management
24
Millennium Management
New York
$2.33M +$2.76M +246,963 New
Vanguard Group
25
Vanguard Group
Pennsylvania
$2.14M +$504K +45,141 +25%

NESR Hedge Fund Activity: Q4 2021 in Review

102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Energy Services Reunited Corp (NESR) for Q4 2021, worth a combined $362M — down 24% from $477M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NESR and 15 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Russell Investments Group, adding an estimated $5.17M. The largest seller was Fidelity Investments, cutting an estimated $9.79M.

  • 102 institutional investors held National Energy Services Reunited Corp (NESR) as of Q4 2021, down from 105 in Q3 2021.
  • Funds reported $362M of National Energy Services Reunited Corp stock for Q4 2021, down 24% quarter-over-quarter.
  • 15 funds opened new National Energy Services Reunited Corp positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest National Energy Services Reunited Corp buyer in Q4 2021 was Russell Investments Group, an estimated $5.17M added.
  • The largest National Energy Services Reunited Corp seller in Q4 2021 was Fidelity Investments, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2021.