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NESR

National Energy Services Reunited Corp

109 hedge funds and large institutions have $241M invested in National Energy Services Reunited Corp in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,700% more call options, than puts

Call options by funds: $88K | Put options by funds: $1K

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

15% more capital invested

Capital invested by funds: $209M → $241M (+$31.3M)

15% more funds holding

Funds holding: 95109 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+14
Holders Change %
+14.74%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
45
Reduced
26
Closed
6
Calls
$88K
Puts
$1K
Net Calls
+$87K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$55.5M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.5M +$1.68M +254,619 +5%
ECA
3
Encompass Capital Advisors
New York
$28.5M -$222K -33,497 -0.8%
Boston Partners
4
Boston Partners
Massachusetts
$18.4M +$5.58M +843,133 +47%
BlackRock
5
BlackRock
New York
$14.4M +$283K +42,717 +2%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$8.66M +$208K +31,490 +3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$5.17M +$721K +109,023 +17%
N
8
Nuveen
North Carolina
$4.48M +$374K +56,501 +10%
Invesco
9
Invesco
Georgia
$4.41M +$74.3K +11,240 +2%
Jennison Associates
10
Jennison Associates
New York
$4.32M -$24K -3,628 -0.6%
Millennium Management
11
Millennium Management
New York
$4.21M +$195K +29,468 +5%
HHAM
12
HITE Hedge Asset Management
Massachusetts
$4.03M +$38.2K +5,773 +1%
State Street
13
State Street
Massachusetts
$4M +$171K +25,857 +5%
BCM
14
Bridgeway Capital Management
Texas
$3.64M
CRCM
15
Crystal Rock Capital Management
Illinois
$3.58M +$3.22M +486,436 +1,650%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.03M +$85.7K +12,958 +3%
Northern Trust
17
Northern Trust
Illinois
$2.71M -$25.5K -3,850 -1%
American Century Companies
18
American Century Companies
Missouri
$2.5M +$1.7M +257,490 +251%
RHJA
19
Rice Hall James & Associates
California
$2.26M -$89.3K -13,502 -4%
RA
20
RR Advisors
Texas
$2.14M -$2.09M -316,000 -51%
TC
21
Tejara Capital
United Kingdom
$2.09M +$1.99M +301,294 New
Bank of America
22
Bank of America
North Carolina
$1.81M +$960K +145,119 +126%
YCM
23
Yaupon Capital Management
New York
$1.79M +$1.16M +174,692 +210%
Goldman Sachs
24
Goldman Sachs
New York
$1.32M +$80.7K +12,200 +7%
Morgan Stanley
25
Morgan Stanley
New York
$1.27M -$471K -71,229 -28%

NESR Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Energy Services Reunited Corp (NESR) for Q4 2022, worth a combined $241M — up 15% from $209M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NESR positions and 6 closed out — a net gain of 16 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Boston Partners, adding an estimated $5.58M. The largest seller was LSV Asset Management, cutting an estimated $5.24M.

  • 109 institutional investors held National Energy Services Reunited Corp (NESR) as of Q4 2022, up from 95 in Q3 2022.
  • Funds reported $241M of National Energy Services Reunited Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 22 funds opened new National Energy Services Reunited Corp positions in Q4 2022 and 6 closed out, a net change of +16 holders.
  • The largest National Energy Services Reunited Corp buyer in Q4 2022 was Boston Partners, an estimated $5.58M added.
  • The largest National Energy Services Reunited Corp seller in Q4 2022 was LSV Asset Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q4 2022.