Adage Capital Partners’s H&E Equipment Services HEES Stock Holding History

Adage Capital Partners’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-126,564	Closed	-$12M	–	890
2025 Q1	$12M	Buy	+126,564	New	+$11M	0.02%	547
2020 Q3	–	Sell	-819,504	Closed	-$15.1M	–	782
2020 Q2	$15.1M	Sell	819,504 -392,356	-32%	-$6.24M	0.04%	457
2020 Q1	$17.8M	Buy	+1,211,860	New	+$29.3M	0.05%	346
2019 Q4	–	Sell	-201,452	Closed	-$5.81M	–	736
2019 Q3	$5.81M	Buy	201,452 +25,744	+15%	+$696K	0.01%	610
2019 Q2	$5.11M	Buy	+175,708	New	+$4.89M	0.01%	608
2019 Q1	–	Sell	-40,000	Closed	-$817K	–	710
2018 Q4	$817K	Buy	+40,000	New	+$980K	﹤0.01%	683
2017 Q1	–	Sell	-641,221	Closed	-$14.9M	–	718
2016 Q4	$14.9M	Buy	641,221 +273,640	+74%	+$5.01M	0.04%	442
2016 Q3	$6.16M	Buy	+367,581	New	+$6.31M	0.02%	589

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Adage Capital Partners's HEES Position: Q2 2025 in Review

Adage Capital Partners sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 126,564 shares — an estimated $12M sold.

Adage Capital Partners first reported a position in HEES in Q3 2016 and held it in 8 quarters. The position peaked at $17.8M in Q1 2020. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Adage Capital Partners reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Adage Capital Partners sold 126,564 H&E Equipment Services shares in Q2 2025, an estimated $12M.
Adage Capital Partners first reported a position in H&E Equipment Services in Q3 2016 and held it in 8 quarters.
Adage Capital Partners's H&E Equipment Services position peaked at $17.8M in Q1 2020.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Adage Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.