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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

116 hedge funds and large institutions have $768M invested in H&E Equipment Services in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

591% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $310K

29% more capital invested

Capital invested by funds: $594M → $768M (+$174M)

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 116116 (0)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
44
Closed
10
Calls
$2.14M
Puts
$310K
Net Calls
+$1.83M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$6.49M -$3.38M -141,939 -37%
EAM
27
Eagle Asset Management
Florida
$6.36M +$5.12M +215,169 +950%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.84M +$352K +14,770 +7%
HW
29
Hancock Whitney
Mississippi
$5.84M +$952K +40,000 +22%
RFC
30
Russell Frank Company
Washington
$5.63M -$214K -8,994 -4%
GGHC
31
Gilder Gagnon Howe & Co
New York
$5.35M -$29.9K -1,255 -0.6%
EMFAT
32
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.62M +$1.15M +48,350 +38%
NFA
33
Nationwide Fund Advisors
Ohio
$4.47M +$18.8K +788 +0.5%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$4.01M +$303K +12,711 +9%
SB
35
Suntrust Banks
Georgia
$3.88M -$890K -37,383 -20%
ABC
36
Anchor Bolt Capital
Illinois
$3.82M +$1.44M +60,658 +73%
QBFM
37
QS Batterymarch Financial Management
New York
$3.6M +$1.49M +62,579 +86%
GIP
38
Granite Investment Partners
California
$3.36M -$493K -20,729 -14%
American Century Companies
39
American Century Companies
Missouri
$3.33M +$143K +6,000 +5%
TCIM
40
TIAA CREF Investment Management
New York
$3.32M -$191K -8,030 -6%
PPA
41
Parametric Portfolio Associates
Washington
$3.16M +$1M +42,229 +55%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.93M +$393K +16,500 +18%
U
43
UBS
Switzerland
$2.85M -$365K -15,353 -13%
TCM
44
Tygh Capital Management
Oregon
$2.78M -$1.05M -44,107 -30%
Charles Schwab
45
Charles Schwab
California
$2.48M +$52.2K +2,192 +2%
BIM
46
BlackRock Investment Management
Delaware
$2.25M +$142K +5,960 +8%
DCM
47
Driehaus Capital Management
Illinois
$2.18M -$528K -22,170 -21%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$1.95M +$526K +22,115 +43%
Invesco
49
Invesco
Georgia
$1.79M +$960K +40,342 +149%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.42M +$39.2K +1,649 +3%

HEES Hedge Fund Activity: Q3 2013 in Review

116 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2013, worth a combined $768M — up 29% from $594M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HEES positions and 10 closed out — a net gain of 1 holder — while 49 added to existing stakes and 44 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $6.79M. The largest seller was State of Wisconsin Investment Board, cutting an estimated $3.38M.

  • 116 institutional investors held H&E Equipment Services (HEES) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $768M of H&E Equipment Services stock for Q3 2013, up 29% quarter-over-quarter.
  • 11 funds opened new H&E Equipment Services positions in Q3 2013 and 10 closed out, a net change of +1 holder.
  • The largest H&E Equipment Services buyer in Q3 2013 was ClearBridge Investments, an estimated $6.79M added.
  • The largest H&E Equipment Services seller in Q3 2013 was State of Wisconsin Investment Board, an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2013.