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HEES

H&E Equipment Services
HEES

Delisted

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

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156 hedge funds and large institutions have $388M invested in H&E Equipment Services in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $968K | Put options by funds: $541K

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

2.98% less ownership

Funds ownership: 76.77% → 73.79% (-3%)

10% less funds holding

Funds holding: 173 → 156 (-17)

41% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 37

58% less capital invested

Capital invested by funds: $919M → $388M (-$531M)

Holders
156
Holders Change
-17
Holders Change %
-9.83%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
60
Reduced
52
Closed
37
Calls
$968K
Puts
$541K
Net Calls
+$427K
Net Calls Change
-$4.03M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$29.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$8.26M
3
LOAMU
Lombard Odier Asset Management (USA)
New York
+$4.95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.79M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$28.5M
2
Goldman Sachs
Goldman Sachs
New York
-$24.8M
3
DCM
Driehaus Capital Management
Illinois
-$10.5M
4
Macquarie Group
Macquarie Group
Australia
-$7.96M
5
TAM
THB Asset Management
Connecticut
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.89M -$2.15M -88,670 -31%
MWNA
27
Marshall Wace North America
New York
$2.83M +$2.07M +85,425 +79%
PAM
28
Panagora Asset Management
Massachusetts
$2.7M +$247K +10,211 +6%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$2.61M +$559K +23,100 +15%
BF
30
BOK Financial
Oklahoma
$2.6M +$1.89M +78,024 +79%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$2.49M +$4.01M +165,517 +4,114%
LSV Asset Management
32
LSV Asset Management
Illinois
$2.33M +$128K +5,300 +3%
GHAM
33
Gilman Hill Asset Management
Connecticut
$2.2M +$34.9K +1,444 +1%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$1.9M +$544K +22,481 +21%
Millennium Management
35
Millennium Management
New York
$1.73M +$1.48M +60,981 +107%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$1.72M +$2.83M +116,865 New
Wells Fargo
37
Wells Fargo
California
$1.59M -$3.22M -133,101 -55%
Victory Capital Management
38
Victory Capital Management
Texas
$1.58M +$1.32M +54,617 +103%
Ameriprise
39
Ameriprise
Minnesota
$1.5M -$5.91K -244 -0.2%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$1.48M +$2.43M +100,472 New
AG
41
Algert Global
California
$1.47M +$703K +29,027 +41%
HIM
42
Hillsdale Investment Management
Ontario, Canada
$1.43M – – –
BCM
43
Bridgeway Capital Management
Texas
$1.41M +$726K +30,000 +45%
UBS Group
44
UBS Group
Switzerland
$1.38M +$108K +4,454 +5%
Invesco
45
Invesco
Georgia
$1.33M +$243K +10,038 +12%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.28M -$128K -5,306 -6%
2L
47
22NW LP
Washington
$1.22M +$2.01M +83,021 New
Squarepoint
48
Squarepoint
New York
$1.19M +$187K +7,746 +11%
IAS
49
IMA Advisory Services
Colorado
$1.11M -$26.7K -1,103 -1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.1M -$50.1K -2,071 -3%
1
2
3 4 5

HEES Hedge Fund Activity: Q1 2020 in Review

156 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2020, worth a combined $388M — down 58% from $919M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of HEES and 22 opened new positions — a net loss of 15 holders — while 52 trimmed existing stakes and 60 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $28.5M.

  • 156 institutional investors held H&E Equipment Services (HEES) as of Q1 2020, down from 173 in Q4 2019.
  • Funds reported $388M of H&E Equipment Services stock for Q1 2020, down 58% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q1 2020 and 37 closed out, a net change of -15 holders.
  • The largest H&E Equipment Services buyer in Q1 2020 was Adage Capital Partners, an estimated $29.3M added.
  • The largest H&E Equipment Services seller in Q1 2020 was JP Morgan Chase, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2020.