Question 1

Which hedge funds and institutional investors hold HES?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for HES shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for HES whale holdings?

Accepted Answer

Conviction level reflects how significant HES is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to HES, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for HES?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about HES?

Accepted Answer

QoQ changes for HES show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	15.9M	$2.2B	0.1%	$2896.4B
Adage Capital	9.8M	$1.4B	2.3%	$64.8B
PRIMECAP	7.7M	$1.1B	0.8%	$127.0B
Pentwater	7.3M	$1.0B	6.6%	$19.3B
Farallon Capital	5.8M	$804.2M	3.5%	$17.5B
Millennium	3.5M	$478.2M	0.2%	$240.3B
DE Shaw	3.3M	$454.0M	0.3%	$166.3B
Pentwater	2.8M	$381.0M	2.5%	$19.3B
Balyasny	1.1M	$149.1M	0.2%	$77.1B
ClearBridge	881.4K	$122.1M	0.1%	$114.9B
Geode Capital	760.6K	$105.4M	0.0%	$1607.5B
American Century	644.5K	$89.3M	0.0%	$194.3B
Hudson Bay	571.9K	$79.2M	0.3%	$29.0B
Tudor	461.1K	$63.9M	0.1%	$53.9B
Caxton	340.8K	$47.2M	1.2%	$4.4B
Gabelli	339.4K	$47.0M	0.3%	$14.8B
Arrowstreet	331.8K	$46.0M	0.0%	$184.8B
Renaissance Tech	315.9K	$43.8M	0.1%	$63.9B
Balyasny	240.0K	$33.2M	0.1%	$77.1B
Marshall Wace	231.3K	$32.0M	0.0%	$100.4B
GMO	225.5K	$31.2M	0.1%	$39.1B
Brevan Howard	211.1K	$29.2M	0.2%	$11.3B
DFA	153.8K	$21.3M	0.0%	$481.4B
Citadel	140.8K	$19.5M	0.0%	$618.5B
Citadel	126.8K	$17.6M	0.0%	$618.5B
Citadel	115.8K	$16.0M	0.0%	$618.5B
Segall Bryant	55.4K	$7.7M	0.1%	$7.0B
Dodge & Cox	44.5K	$6.2M	0.0%	$182.0B
Wellington	41.9K	$5.8M	0.0%	$535.5B
Man Group	40.1K	$5.6M	0.0%	$55.1B
Schonfeld	25.0K	$3.5M	0.0%	$14.2B
Moore Capital	20.0K	$2.8M	0.0%	$4.9B
Fidelity (FMR)	13.8K	$1.9M	0.0%	$1898.4B
Neuberger Berman (Eisman)	9.0K	$1.2M	0.0%	$131.4B
Winton	8.4K	$1.2M	0.1%	$2.9B
Northern Trust	7.3K	$1.0M	0.0%	$756.6B
Two Sigma	6.6K	$914K	0.0%	$123.9B
Invesco	4.8K	$667K	0.0%	$653.3B
AQR Capital	2.9K	$404K	0.0%	$218.4B
Fisher Investments	2.7K	$380K	0.0%	$294.9B
Millennium	2.4K	$332K	0.0%	$240.3B
Gotham Asset	2.1K	$289K	0.0%	$32.7B
BlackRock	599	$83K	—	$5723.5B
Franklin Templeton	427	$59K	—	$408.3B
Kayne Anderson	37	$5K	—	$34.0B
ExodusPoint	34.1K	$5K	0.0%	$12.4B
Acadian	2.0K	$271	0.0%	$70.5M

HES

Who Holds HES

Changes This Quarter