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HEES

H&E Equipment Services

Delisted

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

138 hedge funds and large institutions have $860M invested in H&E Equipment Services in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

56% more call options, than puts

Call options by funds: $993K | Put options by funds: $637K

19% more funds holding

Funds holding: 116138 (+22)

12% more capital invested

Capital invested by funds: $768M → $860M (+$91.2M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
138
Holders Change
+22
Holders Change %
+18.97%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
40
Reduced
50
Closed
8
Calls
$993K
Puts
$637K
Net Calls
+$356K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
51
Granite Investment Partners
California
$2.59M -$1.07M -38,998 -31%
EI
52
EAM Investors
California
$2.51M +$1.16M +42,253 +100%
BIM
53
BlackRock Investment Management
Delaware
$2.42M -$84.7K -3,094 -4%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$2.25M +$1.83M +67,001 +757%
CS
55
Credit Suisse
Switzerland
$2.19M +$940K +34,326 +86%
ECP
56
Elk Creek Partners
Colorado
$1.9M +$1.76M +64,105 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.61M +$110K +4,000 +8%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.59M +$11K +400 +0.7%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$1.59M +$1.47M +53,562 New
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$1.51M -$606K -22,115 -30%
SM
61
Southport Management
Wyoming
$1.48M
CRCP
62
Copper Rock Capital Partners
Massachusetts
$1.43M -$5.75K -210 -0.4%
Morgan Stanley
63
Morgan Stanley
New York
$1.42M +$362K +13,221 +38%
BLM
64
Bennett Lawrence Management
New York
$1.37M +$1.27M +46,300 New
MPAM
65
Monarch Partners Asset Management
Massachusetts
$1.36M +$1.25M +45,806 New
Deutsche Bank
66
Deutsche Bank
Germany
$1.34M -$171K -6,254 -12%
TA
67
Teachers Advisors
New York
$1.27M +$35.6K +1,300 +3%
QBFM
68
QS Batterymarch Financial Management
New York
$1.17M -$2.63M -95,970 -71%
AI
69
Axiom Investors
Connecticut
$1.16M +$1.08M +39,300 New
RI
70
Redwood Investments
Massachusetts
$1.09M -$4.88K -178 -0.5%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$1.08M -$151K -5,507 -13%
AQR Capital Management
72
AQR Capital Management
Connecticut
$1.08M +$43.8K +1,600 +5%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1.07M -$148K -5,395 -13%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M +$985K +35,955 New
TC
75
TFS Capital
Pennsylvania
$1.05M +$107K +3,910 +12%

HEES Hedge Fund Activity: Q4 2013 in Review

138 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2013, worth a combined $860M — up 12% from $768M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEES positions and 8 closed out — a net gain of 23 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Friess Associates, opening a new position worth an estimated $8.9M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $27.7M.

  • 138 institutional investors held H&E Equipment Services (HEES) as of Q4 2013, up from 116 in Q3 2013.
  • Funds reported $860M of H&E Equipment Services stock for Q4 2013, up 12% quarter-over-quarter.
  • 31 funds opened new H&E Equipment Services positions in Q4 2013 and 8 closed out, a net change of +23 holders.
  • The largest H&E Equipment Services buyer in Q4 2013 was Friess Associates, an estimated $8.9M added.
  • The largest H&E Equipment Services seller in Q4 2013 was Columbia Wanger Asset Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2013.