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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $795M invested in H&E Equipment Services in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $5.54M | Put options by funds: $2.59M

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

1.2% more ownership

Funds ownership: 75.76%76.96% (+1.2%)

1% more capital invested

Capital invested by funds: $789M → $795M (+$5.96M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
48
Closed
24
Calls
$5.54M
Puts
$2.59M
Net Calls
+$2.95M
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$5.81M +$696K +25,744 +15%
IECM
27
Intrinsic Edge Capital Management
Illinois
$5.41M +$5.06M +187,313 New
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$5.29M
TAM
29
THB Asset Management
Connecticut
$5.19M -$132K -4,887 -3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$5.16M -$5.15M -190,574 -52%
GHAM
31
Gilman Hill Asset Management
Connecticut
$4.48M -$99.6K -3,685 -2%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$3.95M +$481K +17,800 +15%
FA
33
Friess Associates
Delaware
$3.78M +$23K +849 +0.7%
EA
34
Emerald Advisers
Pennsylvania
$3.74M -$9.51M -351,906 -73%
EMFAT
35
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.69M -$9.03M -333,930 -72%
Citadel Advisors
36
Citadel Advisors
Florida
$3.36M +$764K +28,260 +32%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$3.25M +$3.04M +112,418 New
IAS
38
IMA Advisory Services
Colorado
$3M -$265K -9,798 -9%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$2.99M +$2.8M +103,496 New
BF
40
BOK Financial
Oklahoma
$2.91M +$533K +19,722 +24%
Ameriprise
41
Ameriprise
Minnesota
$2.9M +$28.9K +1,070 +1%
CIP
42
Chartwell Investment Partners
Pennsylvania
$2.7M
UBS Group
43
UBS Group
Switzerland
$2.61M +$544K +20,128 +29%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$2.47M +$160K +5,900 +7%
WAOTB
45
Wealth Advisors of Tampa Bay
Florida
$2.4M -$289K -10,690 -11%
CRC
46
Curi RMB Capital
Illinois
$2.39M +$344K +12,734 +18%
Invesco
47
Invesco
Georgia
$2.37M +$25.9K +958 +1%
MSL
48
Mackay Shields LLC
New York
$2.33M +$2.18M +80,600 New
PPA
49
Parametric Portfolio Associates
Washington
$2.17M -$742K -27,428 -27%
Squarepoint
50
Squarepoint
New York
$2.15M +$1.2M +44,309 +147%

HEES Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2019, worth a combined $795M — up 0.76% from $789M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEES and 22 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 54 added.

The largest buyer was Granite Investment Partners, opening a new position worth an estimated $9.96M. The largest seller was Emerald Advisers, cutting an estimated $9.51M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q3 2019, down from 150 in Q2 2019.
  • Funds reported $795M of H&E Equipment Services stock for Q3 2019, up 0.76% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q3 2019 and 24 closed out, a net change of -2 holders.
  • The largest H&E Equipment Services buyer in Q3 2019 was Granite Investment Partners, an estimated $9.96M added.
  • The largest H&E Equipment Services seller in Q3 2019 was Emerald Advisers, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2019.