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HEES

H&E Equipment Services

Delisted

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

149 hedge funds and large institutions have $792M invested in H&E Equipment Services in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.73M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

44% more capital invested

Capital invested by funds: $549M → $792M (+$243M)

12% more funds holding

Funds holding: 133149 (+16)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.65% more ownership

Funds ownership: 75.59%76.24% (+0.65%)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
46
Reduced
43
Closed
24
Calls
$14.4M
Puts
$2.73M
Net Calls
+$11.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
51
Mutual of America Capital Management
New York
$2.55M +$2.03M +87,476 New
3C
52
361 Capital
Colorado
$2.52M +$2M +86,319 New
GC
53
Guggenheim Capital
Illinois
$2.38M -$91.6K -3,944 -5%
Invesco
54
Invesco
Georgia
$2.37M +$74.9K +3,226 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$2.36M +$771K +33,208 +70%
EI
56
EAM Investors
California
$2.31M +$1.84M +79,031 New
PGCM
57
Prescott Group Capital Management
Oklahoma
$2.23M +$1.78M +76,542 New
Wells Fargo
58
Wells Fargo
California
$2.13M +$183K +7,900 +12%
Prudential Financial
59
Prudential Financial
New Jersey
$2.08M -$396K -17,040 -19%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$1.93M +$523K +22,515 +52%
UBS Group
61
UBS Group
Switzerland
$1.93M -$426K -18,361 -22%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.91M +$998K +42,973 +192%
TA
63
Teachers Advisors
New York
$1.74M +$35.1K +1,513 +3%
BCM
64
Bridgeway Capital Management
Texas
$1.71M -$16.3K -700 -1%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.56M
CS
66
Credit Suisse
Switzerland
$1.49M +$748K +32,211 +173%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.47M -$124K -5,332 -10%
Ameriprise
68
Ameriprise
Minnesota
$1.47M +$1.17M +50,232 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$1.34M +$1.04M +44,611 +3,800%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.11M +$9.41K +405 +1%
SAM
71
Shell Asset Management
Netherlands
$1.09M -$20.9K -900 -2%
BLA
72
Balter Liquid Alternatives
Massachusetts
$1.04M +$330K +14,204 +66%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.02M -$920K -39,617 -53%
WSCM
74
Wellington Shields Capital Management
New York
$987K -$69.7K -3,000 -8%
FRM
75
Fox Run Management
Connecticut
$978K +$778K +33,500 New

HEES Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2017, worth a combined $792M — up 44% from $549M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HEES positions and 24 closed out — a net gain of 17 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $10.1M. The largest seller was SG Capital Management, exiting entirely with an estimated $18.8M sold.

  • 149 institutional investors held H&E Equipment Services (HEES) as of Q3 2017, up from 133 in Q2 2017.
  • Funds reported $792M of H&E Equipment Services stock for Q3 2017, up 44% quarter-over-quarter.
  • 41 funds opened new H&E Equipment Services positions in Q3 2017 and 24 closed out, a net change of +17 holders.
  • The largest H&E Equipment Services buyer in Q3 2017 was Emerald Advisers, an estimated $10.1M added.
  • The largest H&E Equipment Services seller in Q3 2017 was SG Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2017.