5 + Investors. Track Smart Money conviction in HES. See who's accumulating, reducing, or initiating positions.
Based on 5 hedge funds · latest filing: 2025 Q4 · updated quarterly
Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in HES. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2025 Q4) | Prior (2025 Q3) | Change |
|---|---|---|---|
| Funds Holding | 5 | 10 | -50.0% |
| 13F Shares | 166K | 363K | -54.32% |
| Total Value | $25M | $55M | -54.46% |
| New Positions | 2 | 1 | +1 |
| Increased Positions | 0 | 5 | -5 |
| Closed Positions | 7 | 815 | -808 |
| Reduced Positions | 1 | 6 | -5 |
| Total Calls | 0 | 1 | -100.0% |
| Total Puts | 0 | 1 | -100.0% |
| PUT/CALL Ratio | 0.0 | 1.0 | Bullish |
| Market Cap | -- |
| Enterprise Value | -- |
| Trailing P/E | -- |
| Forward P/E | -- |
| PEG Ratio (5yr expected) | -- |
| Price/Sales (ttm) | -- |
| Price/Book (mrq) | -- |
| Enterprise Value/Revenue | -- |
| Enterprise Value/EBITDA | -- |
| Beta (5Y Monthly) | -- |
| Short Ratio (Days to Cover) | -- |
| Short % of Float | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HES. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Medallion Wealth Advisors, LLC | 0.00% | 57 | $9K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their HES positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
Heavy selling pressure — only 25% buying: Last quarter: 6 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
Smaller funds dominant — 0% AUM from top-100: 0 of 5 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
40% of holders stayed for 2+ years: 2 out of 5 hedge funds have held HES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.
Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.