Security record · archived quarter
HEES
name pending profile ingest
9Tracked holders
-2Δ holders
2.33MShares held
$114.23MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow +2.6% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2025 | 13 | +4 | 3.31M | $313.95M | +6 | −2 |
| Q4 2024 | 9 | -2 | 2.33M | $114.23M | +1 | −3 |
| Q3 2024 | 10 | -1 | 1.48M | $71.89M | +1 | −2 |
| Q2 2024 | 11 | — | 1.53M | $67.81M | — | — |
Who holds it · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 797.70K | — | $39.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 748.81K | -0.8% | $36.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 748.81K | -0.8% | $36.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 348.66K | +77.1% | $17.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 147.93K | -31.2% | $7.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bridgewater Associates ✦ | 118.74K | +65.7% | $5.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 104.39K | -11.2% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | GAMCO Investors ✦ | 35.50K | -1.4% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 23.95K | +9.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 7.33K | New | $358,975 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $358,975 | 0.0% |
Exited
| Millennium Management | $2.75M | was 0.0% |
| Point72 Asset Management | $194,720 | was 0.0% |
| Citadel Advisors | $117,124 | was 0.0% |
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2024 ·
Methodology ·
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