H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
164 hedge funds and large institutions have $824M invested in H&E Equipment Services in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 35 closing their positions.
144% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $678K
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
2% more funds holding
Funds holding: 161 → 164 (+3)
27% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 60
30% less capital invested
Capital invested by funds: $1.18B → $824M (-$355M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$44.6M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$22.1M |
| 3 |
JP Morgan Chase
New York
|
+$18M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
+$12.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$20.3M |
| 2 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$17.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.1M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$11M |
HEES Hedge Fund Activity: Q4 2014 in Review
164 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2014, worth a combined $824M — down 30% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new HEES positions and 35 closed out — a net gain of 8 holders — while 44 added to existing stakes and 60 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $44.6M. The largest seller was OppenheimerFunds, cutting an estimated $20.3M.
- 164 institutional investors held H&E Equipment Services (HEES) as of Q4 2014, up from 161 in Q3 2014.
- Funds reported $824M of H&E Equipment Services stock for Q4 2014, down 30% quarter-over-quarter.
- 43 funds opened new H&E Equipment Services positions in Q4 2014 and 35 closed out, a net change of +8 holders.
- The largest H&E Equipment Services buyer in Q4 2014 was AllianceBernstein, an estimated $44.6M added.
- The largest H&E Equipment Services seller in Q4 2014 was OppenheimerFunds, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2014.