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HEES

H&E Equipment Services

Delisted

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

173 hedge funds and large institutions have $919M invested in H&E Equipment Services in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $1.75M

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

17% more funds holding

Funds holding: 148173 (+25)

16% more capital invested

Capital invested by funds: $795M → $919M (+$124M)

0.19% less ownership

Funds ownership: 76.96%76.77% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
53
Reduced
58
Closed
13
Calls
$6.2M
Puts
$1.75M
Net Calls
+$4.46M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
THB Asset Management
Connecticut
$5.81M -$194K -5,977 -3%
PAM
27
Panagora Asset Management
Massachusetts
$5.8M +$5.34M +164,494 +1,819%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$5.16M +$571K +17,600 +13%
LSV Asset Management
29
LSV Asset Management
Illinois
$5.12M +$4.97M +153,100 New
Morgan Stanley
30
Morgan Stanley
New York
$4.98M +$3.41M +105,237 +241%
GHAM
31
Gilman Hill Asset Management
Connecticut
$4.97M -$211K -6,513 -4%
MWNA
32
Marshall Wace North America
New York
$3.6M +$2.29M +70,514 +190%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$3.52M -$185K -5,706 -5%
SG Americas Securities
34
SG Americas Securities
New York
$3.51M +$3.41M +105,047 New
FA
35
Friess Associates
Delaware
$3.48M -$865K -26,660 -20%
Ameriprise
36
Ameriprise
Minnesota
$3.43M +$74.8K +2,305 +2%
BF
37
BOK Financial
Oklahoma
$3.31M -$58.3K -1,798 -2%
HIM
38
Hillsdale Investment Management
Ontario, Canada
$3.25M +$3.15M +97,200 New
First Trust Advisors
39
First Trust Advisors
Illinois
$3.09M +$1.44M +44,262 +92%
UBS Group
40
UBS Group
Switzerland
$3M -$19.3K -595 -0.7%
Invesco
41
Invesco
Georgia
$2.69M -$56.9K -1,753 -2%
IAS
42
IMA Advisory Services
Colorado
$2.57M -$876K -27,017 -26%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$2.56M +$165K +5,100 +7%
PPA
44
Parametric Portfolio Associates
Washington
$2.49M -$21K -648 -0.9%
Squarepoint
45
Squarepoint
New York
$2.44M -$45.2K -1,394 -2%
MSL
46
Mackay Shields LLC
New York
$2.44M -$250K -7,700 -10%
Citadel Advisors
47
Citadel Advisors
Florida
$2.42M -$1.42M -43,899 -38%
AG
48
Algert Global
California
$2.37M +$410K +12,626 +22%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.33M +$186K +5,729 +9%
BCM
50
Bridgeway Capital Management
Texas
$2.21M +$2.14M +66,100 New

HEES Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2019, worth a combined $919M — up 16% from $795M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HEES positions and 13 closed out — a net gain of 26 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.4M. The largest seller was SG Capital Management, exiting entirely with an estimated $15.7M sold.

  • 173 institutional investors held H&E Equipment Services (HEES) as of Q4 2019, up from 148 in Q3 2019.
  • Funds reported $919M of H&E Equipment Services stock for Q4 2019, up 16% quarter-over-quarter.
  • 39 funds opened new H&E Equipment Services positions in Q4 2019 and 13 closed out, a net change of +26 holders.
  • The largest H&E Equipment Services buyer in Q4 2019 was Goldman Sachs, an estimated $12.4M added.
  • The largest H&E Equipment Services seller in Q4 2019 was SG Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2019.