13F institutional ownership facts

Institutions tracked

34

Reported value

$117,363,699.00

Reported shares

3,121,375

Latest filing period

Q2 2026

Top institutional holders

  1. Adage Capital Partners · $60,536,000 · 0.08%
  2. Neuberger Berman · $100,443,709 · 0.07%
  3. Two Sigma Investments · $62,968,682 · 0.05%
  4. Lazard Asset Management · $41,768,073 · 0.06%
  5. Renaissance Technologies · $18,713,520 · 0.03%
  6. David Solomon - Goldman Sachs · $315,446,590 · 0.03%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HESM

Institutional Holdings

34

Top Institutions

Top Institutions

1

Adage Capital Partners

1,610,000 shares

0.08%

% of Portfolio

2

Neuberger Berman

2,671,592 shares

0.07%

% of Portfolio

3

Two Sigma Investments

1,674,699 shares

0.05%

% of Portfolio

4

Lazard Asset Management

1,110,853 shares

0.06%

% of Portfolio

5

Renaissance Technologies

497,700 shares

0.03%

% of Portfolio

6

David Solomon - Goldman Sachs

8,389,537 shares

0.03%

% of Portfolio

7

Invesco

7,535,978 shares

0.02%

% of Portfolio

8

Israel Englander - Millennium Management

776,769 shares

0.01%

% of Portfolio

9

SG Americas Securities

357,166 shares

0.01%

% of Portfolio

10

UBS Group

1,974,398 shares

0.01%

% of Portfolio

11

Jennison Associates

360,782 shares

0.01%

% of Portfolio

12

Dmitry Balyasny - Balyasny Asset Management

101,258 shares

NaN%

% of Portfolio

13

Jane Street Group

260,797 shares

NaN%

% of Portfolio

14

Jamie Dimon - JPMorgan Chase

1,906,588 shares

NaN%

% of Portfolio

15

Ken Griffin - Citadel Advisors

177,924 shares

NaN%

% of Portfolio

16

Morgan Stanley

1,167,570 shares

NaN%

% of Portfolio

17

Nuveen

126,700 shares

NaN%

% of Portfolio

18

Legal & General

108,105 shares

NaN%

% of Portfolio

19

Ensign Peak Advisors

12,920 shares

NaN%

% of Portfolio

20

Jan van Eck - VanEck

21,908 shares

NaN%

% of Portfolio

21

Larry Fink - BlackRock

887,083 shares

NaN%

% of Portfolio

22

Amundi

49,279 shares

NaN%

% of Portfolio

23

Northern Trust Corp

98,668 shares

NaN%

% of Portfolio

24

State Street Corp

365,577 shares

NaN%

% of Portfolio

25

BNP Paribas

13,862 shares

NaN%

% of Portfolio

26

PNC Financial Services

10,071 shares

NaN%

% of Portfolio

27

Stephen Schwarzman - Blackstone

5,786,130 shares

0.66%

% of Portfolio

28

Paul Tudor Jones - Tudor Investment Corp

654,959 shares

0.03%

% of Portfolio

29

Exoduspoint Capital Management, Lp

137,788 shares

0.03%

% of Portfolio

30

Ray Dalio - Bridgewater Associates

149,973 shares

0.02%

% of Portfolio

31

Nomura Holdings INC

31,958 shares

NaN%

% of Portfolio

32

PSP Investments

0 shares

0.00%

% of Portfolio

33

Larry Pitkowsky - Goodhaven Capital Management

133,735 shares

1.58%

% of Portfolio

34

Sam Arnold - Palo Duro Investment Partners

10,309 shares

0.07%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

36%

LARGE

42%

MEDIUM

28%

SMALL

-6%

Geographic Distribution

North America
66%
Europe
22%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

41

Sellers

37

Holders

93

New

22

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

37

Purchase Value

$9.8M

Role Distribution

CEO
21%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

71

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
81
Recent Activity
82
Concentration
88
Momentum
79
Stability
83

Recent Actions

New

6

Increased

17

Decreased

11

Exited

4

Total

55

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