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NESR

National Energy Services Reunited Corp

97 hedge funds and large institutions have $178M invested in National Energy Services Reunited Corp in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more call options, than puts

Call options by funds: $68K | Put options by funds: $6K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

11% less funds holding

Funds holding: 10997 (-12)

26% less capital invested

Capital invested by funds: $241M → $178M (-$62.5M)

44% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 25

Holders
97
Holders Change
-12
Holders Change %
-11.01%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
33
Reduced
34
Closed
25
Calls
$68K
Puts
$6K
Net Calls
+$62K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$42M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27M +$1.03M +156,002 +3%
ECA
3
Encompass Capital Advisors
New York
$21.8M +$323K +48,872 +1%
Boston Partners
4
Boston Partners
Massachusetts
$14M +$1.03M +155,947 +6%
BlackRock
5
BlackRock
New York
$10.6M -$343K -51,976 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.6M +$1.26M +190,737 +15%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$6.23M -$423K -64,100 -5%
State Street
8
State Street
Massachusetts
$3.42M +$481K +72,896 +13%
Jennison Associates
9
Jennison Associates
New York
$3.26M -$11.5K -1,747 -0.3%
Invesco
10
Invesco
Georgia
$3.14M -$258K -39,009 -6%
N
11
Nuveen
North Carolina
$3.06M -$421K -63,726 -10%
HHAM
12
HITE Hedge Asset Management
Massachusetts
$3.05M
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.63M -$1.62M -245,163 -33%
BCM
14
Bridgeway Capital Management
Texas
$2.49M -$329K -49,785 -10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.44M +$177K +26,777 +6%
Northern Trust
16
Northern Trust
Illinois
$1.97M -$106K -16,091 -4%
RHJA
17
Rice Hall James & Associates
California
$1.68M -$39.4K -5,974 -2%
RA
18
RR Advisors
Texas
$1.62M
American Century Companies
19
American Century Companies
Missouri
$1.57M -$411K -62,229 -17%
GCM
20
GeoSphere Capital Management
Florida
$1.47M +$1.12M +170,000 +155%
Morgan Stanley
21
Morgan Stanley
New York
$1.38M +$515K +77,984 +43%
YCM
22
Yaupon Capital Management
New York
$1.31M -$56.1K -8,500 -3%
Bank of America
23
Bank of America
North Carolina
$1.23M -$176K -26,608 -10%
Ameriprise
24
Ameriprise
Minnesota
$921K +$111K +16,836 +11%
Vanguard Group
25
Vanguard Group
Pennsylvania
$853K +$77.5K +11,744 +8%

NESR Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Energy Services Reunited Corp (NESR) for Q1 2023, worth a combined $178M — down 26% from $241M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NESR and 14 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.26M. The largest seller was Millennium Management, exiting entirely with an estimated $4.21M sold.

  • 97 institutional investors held National Energy Services Reunited Corp (NESR) as of Q1 2023, down from 109 in Q4 2022.
  • Funds reported $178M of National Energy Services Reunited Corp stock for Q1 2023, down 26% quarter-over-quarter.
  • 14 funds opened new National Energy Services Reunited Corp positions in Q1 2023 and 25 closed out, a net change of -11 holders.
  • The largest National Energy Services Reunited Corp buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $1.26M added.
  • The largest National Energy Services Reunited Corp seller in Q1 2023 was Millennium Management, an estimated $4.21M sold.

Based on aggregated 13F filings for Q1 2023.