We are live on ! Find out more
HEES

H&E Equipment Services

Delisted

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

149 hedge funds and large institutions have $792M invested in H&E Equipment Services in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.73M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

44% more capital invested

Capital invested by funds: $549M → $792M (+$243M)

12% more funds holding

Funds holding: 133149 (+16)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.65% more ownership

Funds ownership: 75.59%76.24% (+0.65%)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
46
Reduced
43
Closed
24
Calls
$14.4M
Puts
$2.73M
Net Calls
+$11.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.32M +$635K +27,337 +14%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$5.64M -$20.9K -900 -0.5%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$5.61M
MPAM
29
Monarch Partners Asset Management
Massachusetts
$5.53M +$4.4M +189,373 New
Deutsche Bank
30
Deutsche Bank
Germany
$5.35M +$971K +41,802 +30%
PPA
31
Parametric Portfolio Associates
Washington
$4.98M +$715K +30,789 +22%
PI
32
Putnam Investments
Massachusetts
$4.46M -$1.37M -58,795 -28%
BIM
33
Bogle Investment Management
Massachusetts
$4.39M +$3.49M +150,346 New
Morgan Stanley
34
Morgan Stanley
New York
$4.3M +$846K +36,429 +33%
Renaissance Technologies
35
Renaissance Technologies
New York
$4.17M +$1.53M +65,700 +85%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$4.1M +$128K +5,525 +4%
RWA
37
RGT Wealth Advisors
Texas
$3.88M
Two Sigma Investments
38
Two Sigma Investments
New York
$3.56M +$1.98M +85,176 +231%
MWNA
39
Marshall Wace North America
New York
$3.41M +$2.73M +117,520 New
TCIM
40
TIAA CREF Investment Management
New York
$3.33M -$96.9K -4,174 -4%
HP
41
Harvey Partners
New York
$3.3M +$302K +13,000 +13%
Citadel Advisors
42
Citadel Advisors
Florida
$3.29M +$1.71M +73,783 +189%
AG
43
Algert Global
California
$3.2M +$2.54M +109,460 New
Bank of America
44
Bank of America
North Carolina
$3.18M -$3.58M -153,924 -59%
SIM
45
Spark Investment Management
New York
$2.95M +$1.55M +66,900 +197%
GCP
46
GSA Capital Partners
United Kingdom
$2.89M +$2.3M +99,028 New
MCM
47
McKinley Capital Management
Alaska
$2.81M +$2.24M +96,358 New
CRC
48
Curi RMB Capital
Illinois
$2.8M +$2.22M +95,750 New
BF
49
BOK Financial
Oklahoma
$2.69M -$1.5M -64,660 -41%
GGHC
50
Gilder Gagnon Howe & Co
New York
$2.58M -$17K -730 -0.8%

HEES Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2017, worth a combined $792M — up 44% from $549M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HEES positions and 24 closed out — a net gain of 17 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $10.1M. The largest seller was SG Capital Management, exiting entirely with an estimated $18.8M sold.

  • 149 institutional investors held H&E Equipment Services (HEES) as of Q3 2017, up from 133 in Q2 2017.
  • Funds reported $792M of H&E Equipment Services stock for Q3 2017, up 44% quarter-over-quarter.
  • 41 funds opened new H&E Equipment Services positions in Q3 2017 and 24 closed out, a net change of +17 holders.
  • The largest H&E Equipment Services buyer in Q3 2017 was Emerald Advisers, an estimated $10.1M added.
  • The largest H&E Equipment Services seller in Q3 2017 was SG Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2017.