Holly Energy Partners, L.P.

NYSE:HEP Stock Report

Market Cap: US$2.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Holly Energy Partners Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of HEP?
Owner TypeNumber of SharesOwnership Percentage
Private Companies5,5080.00436%
Individual Insiders307,4070.243%
General Public32,554,46425.7%
Institutions33,942,79226.8%
Public Companies59,630,03047.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 71.67% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
47.2%
HF Sinclair Corporation
59,630,030US$1.2b0%no data
6.23%
ALPS Advisors, Inc.
7,879,287US$161.1m12.9%1.05%
2.3%
Harvest Fund Advisors LLC
2,912,908US$59.6m-3.62%0.98%
2.29%
Mirae Asset Global Investments Co., Ltd.
2,897,471US$59.3m-40.1%0.07%
1.56%
First Trust Capital Management L.P.
1,973,821US$40.4m0%5.24%
1.33%
Energy Income Partners LLC
1,678,254US$34.3m-52.3%0.73%
1.15%
UBS Asset Management AG
1,460,304US$29.9m65.5%no data
1.09%
Goldman Sachs Asset Management, L.P.
1,384,012US$28.3m-15.1%0.01%
1.08%
ClearBridge Investments, LLC
1,366,367US$27.9m6.06%0.02%
0.98%
Invesco Ltd.
1,237,167US$25.3m-43.3%0.01%
0.76%
Morgan Stanley Investment Management Inc.
964,874US$19.7m-33.5%0.01%
0.75%
Eagle Global Advisors, LLC
949,800US$19.4m-28.9%1.11%
0.63%
JPMorgan Chase & Co, Brokerage and Securities Investments
793,137US$16.2m0%0.01%
0.5%
Goldman Sachs Group, Investment Banking and Securities Investments
629,941US$12.9m14.4%0.01%
0.49%
The Bollard Group, LLC
622,804US$12.7m0.15%0.45%
0.48%
Natixis, Investment Banking and Corporate Banking Investments
606,100US$12.4m464%0.07%
0.43%
Bank of America Corporation, Asset Management Arm
543,657US$11.1m400%0.01%
0.37%
Water Island Capital, LLC
468,002US$9.6m0%1.44%
0.35%
Arkfeld Wealth Strategies, L.L.C.
444,311US$9.1m0.29%6.47%
0.32%
ING Groep NV, Insurance and Banking Investments
410,300US$8.4m83.7%0.06%
0.32%
CIBC Private Wealth Advisors, Inc.
402,041US$8.2m0%0.02%
0.31%
Westchester Capital Management, LLC
389,293US$8.0m0%0.41%
0.3%
Strategic Income Management, LLC
377,730US$7.7m-15.6%25.21%
0.24%
Virtus ETF Advisers LLC
299,446US$6.1m-2.66%0.96%
0.23%
Miller Howard Investments, Inc.
293,077US$6.0m-0.58%0.22%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2023/12/02 14:43
End of Day Share Price 2023/11/30 00:00
Earnings2023/09/30
Annual Earnings2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Holly Energy Partners, L.P. is covered by 15 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yim ChengBarclays
Stewart GlickmanCFRA Equity Research
Douglas IrwinCitigroup Inc