HEES (HEES) Institutional Ownership Changes & 13F Activity

HEES. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2024First Eagle U.S. ValueBuy66,400269,493$13,194,377
Q4 2024Renaissance Technologies LLCSell-26,5007,332$358,975
Q3 2024First Eagle U.S. ValueSell-7,200203,093$9,886,567
Q2 2024Renaissance Technologies LLCBuy27,33233,832$1,494,359
Q2 2024First Eagle U.S. ValueSell-4,239210,293$9,288,642
Q1 2024Renaissance Technologies LLCSell-20,4006,500$417
Q1 2024First Eagle U.S. ValueSell-11,200214,532$13,768,664
Q4 2023Renaissance Technologies LLCSell-45,63226,900$1,407
Q4 2023First Eagle U.S. ValueBuy17,528225,732$11,810,298
Q3 2023First Eagle U.S. ValueBuy62,291208,204$8,992,331
Q3 2023Renaissance Technologies LLCBuy20,33272,532$3,133
Q2 2023First Eagle U.S. ValueBuy58,500145,913$6,675,520
Q2 2023Renaissance Technologies LLCSell-47,53252,200$2,388
Q1 2023Renaissance Technologies LLCBuy36,33299,732$4,411
Q1 2023First Eagle U.S. ValueBuy25,60087,413$3,866,277
Q4 2022Renaissance Technologies LLCSell-54,13263,400$2,878
Q4 2022First Eagle U.S. ValueSell-2,10061,813$2,806,310
Q3 2022First Eagle U.S. ValueBuy63,91363,913$1,811
Q3 2022Renaissance Technologies LLCBuy22,100117,532$3,331
Q2 2022Renaissance Technologies LLCBuy81,33295,432$2,765
Q1 2022Renaissance Technologies LLCSell-39,28914,100$614
Q4 2020Renaissance Technologies LLCBuy26,08953,389$1,592
Q3 2020Renaissance Technologies LLCSell-133,00027,300$537
Q2 2020Renaissance Technologies LLCBuy107,900160,300$2,962
Q1 2018Renaissance Technologies LLCBuy7,00052,400$2,017
Q4 2017Renaissance Technologies LLCSell-97,40045,400$1,846
Q3 2017Renaissance Technologies LLCBuy65,700142,800$4,170
Q2 2017Renaissance Technologies LLCBuy67,70077,100$1,574
Q1 2017Renaissance Technologies LLCSell-72,3489,400$230
Q2 2015Renaissance Technologies LLCSell-87,55281,748$1,633

Frequently asked questions about HEES activity

  • Which institutional owners are buying HEES?

    Institutional owners buying HEES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEES activity?

    "Buy" means an investor increased their reported position in HEES compared to the prior reporting period. This reflects growing exposure to HEES rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEES increasing?

    Institutional interest in HEES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related HEES Institutional Insights

HEES Institutional Ownership Changes and 13F Activity | InsiderSet