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HEES

H&E Equipment Services
HEES

Delisted

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

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144 hedge funds and large institutions have $755M invested in H&E Equipment Services in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.05M

57% more capital invested

Capital invested by funds: $482M → $755M (+$273M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 139 → 144 (+5)

1.53% more ownership

Funds ownership: 68.48% → 70.01% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 52

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
39
Reduced
52
Closed
18
Calls
$6.97M
Puts
$2.05M
Net Calls
+$4.92M
Net Calls Change
+$2.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.16M
2
Morgan Stanley
Morgan Stanley
New York
+$6.25M
3
BlackRock
BlackRock
New York
+$5.52M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$5.27M
5
DCM
Driehaus Capital Management
Illinois
+$4.06M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
-$7.55M
2
PAM
Panagora Asset Management
Massachusetts
-$4.45M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.74M
4
Wells Fargo
Wells Fargo
California
-$2.56M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Driehaus Capital Management
Illinois
$4.7M +$4.06M +157,514 New
Bank of America
27
Bank of America
North Carolina
$4.65M +$545K +21,171 +16%
N
28
Nuveen
North Carolina
$4.6M -$34.4K -1,335 -0.9%
Millennium Management
29
Millennium Management
New York
$4.37M +$817K +31,727 +28%
LSV Asset Management
30
LSV Asset Management
Illinois
$4.25M -$220K -8,550 -6%
JP Morgan Chase
31
JP Morgan Chase
New York
$4.02M +$2.65M +102,923 +321%
Calamos Advisors
32
Calamos Advisors
Illinois
$3.92M +$3.38M +131,398 New
GGHC
33
Gilder Gagnon Howe & Co
New York
$3.91M -$38K -1,474 -1%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$3.47M -$1.61M -62,665 -35%
PCM
35
Portolan Capital Management
Massachusetts
$3.35M -$7.55M -293,339 -72%
AAM
36
Advisors Asset Management
Colorado
$3.13M +$2.43M +94,394 +879%
BCM
37
Bridgeway Capital Management
Texas
$3.13M – – –
Russell Investments Group
38
Russell Investments Group
United Kingdom
$3.08M +$2.05M +79,658 +336%
Two Sigma Investments
39
Two Sigma Investments
New York
$3.08M -$1.58M -61,181 -37%
AI
40
Atom Investors
Texas
$2.73M +$2.36M +91,519 New
Invesco
41
Invesco
Georgia
$2.7M -$131K -5,087 -5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$2.67M – – –
Ameriprise
43
Ameriprise
Minnesota
$2.61M +$333K +12,936 +17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.58M +$2.23M +86,600 New
KOCAA
45
Knights of Columbus Asset Advisors
Connecticut
$2.25M – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.19M – – –
AG
47
Algert Global
California
$2.17M -$14.4K -560 -0.8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.14M -$9.81K -381 -0.5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.13M -$36.1K -1,400 -2%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$2.05M +$1.09M +42,157 +159%
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HEES Hedge Fund Activity: Q4 2020 in Review

144 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2020, worth a combined $755M — up 57% from $482M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEES positions and 18 closed out — a net gain of 7 holders — while 39 added to existing stakes and 52 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $8.16M. The largest seller was Portolan Capital Management, cutting an estimated $7.55M.

  • 144 institutional investors held H&E Equipment Services (HEES) as of Q4 2020, up from 139 in Q3 2020.
  • Funds reported $755M of H&E Equipment Services stock for Q4 2020, up 57% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q4 2020 and 18 closed out, a net change of +7 holders.
  • The largest H&E Equipment Services buyer in Q4 2020 was Janus Henderson Group, an estimated $8.16M added.
  • The largest H&E Equipment Services seller in Q4 2020 was Portolan Capital Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2020.