This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HESM/capital-change-brief"
Use Arkolith's capital_change_brief for HESM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.2B | 30.9M | ▲+1.9% Added · +577K sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $309.0M | 7.9M | ▼−12% Reduced · −1.1M sh | Q1 2026 | |
| 3 | Blackstone Inc. | $302.0M | 7.8M | ▲+113% Added · +4.1M sh | Q1 2026 | |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $274.7M | 7.1M | ▲+10% Added · +644K sh | Q1 2026 | |
| 5 | TORTOISE CAPITAL ADVISORS, L.L.C. | $173.6M | 4.5M | ▲+1.0% Added · +45K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $145.8M | 3.8M | ▲+68% Added · +1.5M sh | Q1 2026 | |
| 7 | TD ASSET MANAGEMENT INC | $85.6M | 2.2M | ▼−16% Reduced · −425K sh | Q1 2026 | |
| 8 | Epoch Investment Partners, Inc. | $80.9M | 2.1M | ▼−17% Reduced · −419K sh | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $76.8M | 2.0M | ▼−13% Reduced · −288K sh | Q1 2026 | |
| 10 | UBS Group AG | $76.3M | 2.0M | ▼−3.6% Reduced · −74K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $72.7M | 1.8M | ▲+5.9% Added · +102K sh | Q1 2026 | |
| 12 | FMR LLC | $67.2M | 1.7M | ▼−4.9% Reduced · −89K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $66.9M | 1.7M | ▼−3.2% Reduced · −58K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $66.4M | 1.7M | ▲+3.8% Added · +62K sh | Q1 2026 | |
| 15 | CI INVESTMENTS INC. | $60.3M | 1.6M | ▼−1.3% Reduced · −20K sh | Q1 2026 | |
| 16 | KAYNE ANDERSON CAPITAL ADVISORS LP | $58.7M | 1.5M | ▼−8.2% Reduced · −135K sh | Q1 2026 | |
| 17 | MILLER HOWARD INVESTMENTS INC /NY | $58.0M | 1.5M | ▲+3.1% Added · +46K sh | Q1 2026 | |
| 18 | WESTWOOD HOLDINGS GROUP INC | $51.0M | 1.3M | ▼−27% Reduced · −478K sh | Q1 2026 | |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $41.8M | 1.1M | ▼−60% Reduced · −1.6M sh | Q1 2026 | |
| 20 | LAZARD ASSET MANAGEMENT LLC | $41.6M | 1.1M | ▲12× Added · +981K sh | Q1 2026 | |
| 21 | FIRST TRUST ADVISORS LP | $37.3M | 959K | ▲+35% Added · +248K sh | Q1 2026 | |
| 22 | Nearwater Capital Markets, Ltd | $35.0M | 900K | ▲New +900K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $34.7M | 892K | ▲+2.2% Added · +19K sh | Q1 2026 | |
| 24 | EAGLE GLOBAL ADVISORS LLC | $33.3M | 858K | ▼−49% Reduced · −815K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $31.3M | 806K | ▲+7.0% Added · +53K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 8, 2026 | NIEMIEC DAVID W | Director | Option exercise (M) | 2K | $0 |
| Mar 8, 2026 | NIEMIEC DAVID W | Director | Grant (A) | 2K | $0 |
| Mar 8, 2026 | NIEMIEC DAVID W | Director | Option exercise (M) | 2K | $0 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Option exercise (M) | 929 | $0 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Tax withholding (F) | 241 | $9K |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Tax withholding (F) | 308 | $12K |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Option exercise (M) | 1K | $0 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Tax withholding (F) | 344 | $13K |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Option exercise (M) | 1K | $0 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Option exercise (M) | 1K | $0 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Option exercise (M) | 929 | $0 |
| Mar 8, 2026 | Bast Michael Scott | President and COO | Option exercise (M) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 94 funds | $35.4B |
| BROADCOM INCAVGO | 93 funds | $18.2B |
| NVIDIA CORPNVDA | 92 funds | $48.9B |
| CHEVRON CORPCVX | 92 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 91 funds | $16.5B |
| AMAZON.COM INCAMZN | 90 funds | $30.5B |
| ALPHABET INC-CL AGOOGL | 90 funds | $24.1B |
| ELI LILLY & COLLY | 90 funds | $9.8B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $6.8B |
| MASTERCARD INC - AMA | 90 funds | $6.8B |
| VISA INC-CLASS A SHARESV | 89 funds | $8.4B |
| HONEYWELL INTERNATIONAL INCHON | 89 funds | $2.4B |
Ranked by how many of HESM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HESM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.