Question 1

Which hedge funds and institutional investors hold HESM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for HESM 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 HESM whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for HESM?

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 HESM?

Accepted Answer

QoQ changes for HESM 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
Fidelity (FMR)	1.7M	$67.2M	0.0%	$1898.4B
ClearBridge	1.7M	$66.4M	0.1%	$114.9B
Adage Capital	1.1M	$41.8M	0.1%	$64.8B
American Century	806.5K	$31.3M	0.0%	$194.3B
Tudor	763.1K	$29.7M	0.1%	$53.9B
Jennison	367.7K	$14.3M	0.0%	$145.4B
Renaissance Tech	355.3K	$13.8M	0.0%	$63.9B
Citadel	275.3K	$10.7M	0.0%	$618.5B
State Street	265.0K	$10.3M	0.0%	$2896.4B
Two Sigma	204.9K	$8.0M	0.0%	$123.9B
Arrowstreet	173.8K	$6.8M	0.0%	$184.8B
Millennium	148.0K	$5.8M	0.0%	$240.3B
Man Group	127.1K	$4.9M	0.0%	$55.1B
Schonfeld	66.3K	$2.6M	0.0%	$14.2B
Citadel	60.6K	$2.4M	0.0%	$618.5B
Bridgewater	46.2K	$1.8M	0.0%	$22.4B
Citadel	29.5K	$1.1M	0.0%	$618.5B
BlackRock	18.9K	$736K	—	$5723.5B
Brevan Howard	16.9K	$656K	0.0%	$11.3B
Aristeia	8.2K	$319K	0.0%	$4.8B
Neuberger Berman (Eisman)	7.0K	$272K	0.0%	$131.4B
Balyasny	6.1K	$237K	0.0%	$77.1B
Northern Trust	4.2K	$164K	—	$756.6B
Epoch	62	$2K	—	$16.5B

HESM

Who Holds HESM

Changes This Quarter