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HEES

H&E Equipment Services
HEES

Delisted

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

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138 hedge funds and large institutions have $860M invested in H&E Equipment Services in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

56% more call options, than puts

Call options by funds: $993K | Put options by funds: $637K

19% more funds holding

Funds holding: 116 → 138 (+22)

12% more capital invested

Capital invested by funds: $768M → $860M (+$91.2M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
138
Holders Change
+22
Holders Change %
+18.97%
% of All Funds
4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
40
Reduced
50
Closed
8
Calls
$993K
Puts
$637K
Net Calls
+$356K
Net Calls Change
-$1.48M

Top Buyers

Rank Fund Capital Flow
1
FA
Friess Associates
Delaware
+$8.9M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$8.5M
3
O
OppenheimerFunds
New York
+$5.02M
4
ClearBridge Investments
ClearBridge Investments
New York
+$3.65M
5
LCG
Lisanti Capital Growth
New York
+$3.29M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$27.7M
2
CM
Castleark Management
Illinois
-$8.96M
3
CCM
Cadence Capital Management
Massachusetts
-$5.65M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.54M
5
QBFM
QS Batterymarch Financial Management
New York
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
26
Anchor Bolt Capital
Illinois
$7.23M +$2.74M +100,167 +70%
HW
27
Hancock Whitney
Mississippi
$7.19M +$617K +22,530 +10%
EAM
28
Eagle Asset Management
Florida
$6.81M -$220K -8,051 -3%
Ameriprise
29
Ameriprise
Minnesota
$6.49M -$2.05M -74,811 -25%
RFC
30
Russell Frank Company
Washington
$5.33M -$993K -36,272 -17%
NFA
31
Nationwide Fund Advisors
Ohio
$5.26M +$253K +9,256 +6%
TG
32
TCW Group
California
$5.13M -$2.09M -76,211 -31%
TCM
33
Tygh Capital Management
Oregon
$4.95M +$1.7M +62,150 +59%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.62M +$1.16M +42,373 +38%
American Century Companies
35
American Century Companies
Missouri
$4.54M +$766K +27,987 +22%
Invesco
36
Invesco
Georgia
$4.52M +$2.33M +85,242 +127%
DCM
37
Driehaus Capital Management
Illinois
$4.52M +$1.93M +70,576 +86%
PPA
38
Parametric Portfolio Associates
Washington
$4.4M +$814K +29,721 +25%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$4.32M -$143K -5,208 -3%
GGHC
40
Gilder Gagnon Howe & Co
New York
$4.02M -$1.8M -65,902 -33%
LCG
41
Lisanti Capital Growth
New York
$3.56M +$3.29M +120,295 New
TCIM
42
TIAA CREF Investment Management
New York
$3.49M -$197K -7,183 -6%
Wells Fargo
43
Wells Fargo
California
$3.47M +$2.45M +89,493 +323%
CCM
44
Cadence Capital Management
Massachusetts
$3.44M -$5.65M -206,125 -64%
Millennium Management
45
Millennium Management
New York
$3.19M +$2.95M +107,534 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$3.17M +$2.05M +74,700 +232%
U
47
UBS
Switzerland
$3.15M -$21.8K -795 -0.7%
Two Sigma Investments
48
Two Sigma Investments
New York
$3.14M +$1.69M +61,729 +139%
Charles Schwab
49
Charles Schwab
California
$2.98M +$109K +3,979 +4%
SB
50
Suntrust Banks
Georgia
$2.97M -$1.25M -45,794 -31%
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HEES Hedge Fund Activity: Q4 2013 in Review

138 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2013, worth a combined $860M — up 12% from $768M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEES positions and 8 closed out — a net gain of 23 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Friess Associates, opening a new position worth an estimated $8.9M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $27.7M.

  • 138 institutional investors held H&E Equipment Services (HEES) as of Q4 2013, up from 116 in Q3 2013.
  • Funds reported $860M of H&E Equipment Services stock for Q4 2013, up 12% quarter-over-quarter.
  • 31 funds opened new H&E Equipment Services positions in Q4 2013 and 8 closed out, a net change of +23 holders.
  • The largest H&E Equipment Services buyer in Q4 2013 was Friess Associates, an estimated $8.9M added.
  • The largest H&E Equipment Services seller in Q4 2013 was Columbia Wanger Asset Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2013.