How Institutional Funds Moved on HESM

Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.

FundChangeQuarter
TWO SIGMA INVESTMENTS, LP TWO SIGMA INVESTMENTS, LP increased this position by 691% ($7,964,696 -> $62,968,682). 2026-06-30
Zimmer Partners, LP Zimmer Partners, LP increased this position by 222% ($11,653,226 -> $37,511,377). 2026-06-30
GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC increased this position by 102% ($24,118,369 -> $48,718,959). 2026-06-30
MILLENNIUM MANAGEMENT LLC MILLENNIUM MANAGEMENT LLC increased this position by 408% ($5,751,866 -> $29,206,514). 2026-06-30
Qube Research & Technologies Ltd Qube Research & Technologies Ltd increased this position by 195% ($11,117,286 -> $32,753,022). 2026-06-30
ALPS ADVISORS INC ALPS ADVISORS INC reduced this position by 8% ($1,200,313,102 -> $1,099,953,182). 2026-06-30
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. reduced this position by 100% ($79,915,515 -> $1,128). 2026-06-30
Clearbridge Investments, LLC Clearbridge Investments, LLC reduced this position by 46% ($66,366,055 -> $35,954,737). 2026-06-30

Which Funds Hold HESM

Largest reported positions as of 2026-06-30.

FundValueShares
ALPS ADVISORS INC $1,099,953,182 29,254,074
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $265,298,080 7,055,800
Blackstone Inc. $217,558,488 5,786,130
TORTOISE CAPITAL ADVISORS, L.L.C. $157,482,148 4,188,355
TD Asset Management Inc $74,606,033 1,984,203
TWO SIGMA INVESTMENTS, LP $62,968,682 1,674,699
ADAGE CAPITAL PARTNERS GP, L.L.C. $60,536,000 1,610,000
GOLDMAN SACHS GROUP INC $48,718,959 1,295,717
CI INVESTMENTS INC. $48,341,230 1,285,671
UBS Group AG $46,941,306 1,248,439

Data compiled from public SEC filings. This is informational reporting, not investment advice.

Epoch Investment Partners, Inc.: 13F Portfolio Moves Tracked Quarterly

Table illustrating Epoch Investment Partners Inc quarterly 13F portfolio changes for the quarter ending 2026-03-31

This page follows Epoch Investment Partners, Inc.’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update below reflects the fund’s reported equity holdings as of a quarter-end snapshot, giving a running record of where the firm has been adding, trimming, or starting new stakes over time. Because 13F filings only … Read more