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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $795M invested in H&E Equipment Services in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $5.54M | Put options by funds: $2.59M

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

1.2% more ownership

Funds ownership: 75.76%76.96% (+1.2%)

1% more capital invested

Capital invested by funds: $789M → $795M (+$5.96M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
48
Closed
24
Calls
$5.54M
Puts
$2.59M
Net Calls
+$2.95M
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$2.07M +$1.02M +37,812 +112%
QI
52
QS Investors
New York
$1.98M
BA
53
Boston Advisors
Massachusetts
$1.86M +$684K +25,291 +65%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$1.84M +$146K +5,400 +9%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.79M -$184K -6,809 -10%
Swiss National Bank
56
Swiss National Bank
Switzerland
$1.75M +$16.2K +600 +1%
Two Sigma Investments
57
Two Sigma Investments
New York
$1.69M +$720K +26,626 +84%
AG
58
Algert Global
California
$1.68M +$507K +18,759 +48%
Stifel Financial
59
Stifel Financial
Missouri
$1.49M +$171K +6,322 +14%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.44M +$18.7K +693 +1%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.39M -$266K -9,836 -17%
Victory Capital Management
62
Victory Capital Management
Texas
$1.35M +$702K +25,967 +126%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.32M +$5.89K +218 +0.5%
Morgan Stanley
64
Morgan Stanley
New York
$1.26M -$2.85M -105,325 -71%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$1.24M +$30.5K +1,129 +3%
WAM
66
Wolverine Asset Management
Illinois
$1.22M
Barclays
67
Barclays
United Kingdom
$1.16M -$125K -4,634 -10%
MWNA
68
Marshall Wace North America
New York
$1.07M -$803K -29,687 -44%
YMRC
69
Yorktown Management & Research Company
Virginia
$999K
MML Investors Services
70
MML Investors Services
Massachusetts
$934K +$133K +4,922 +18%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$922K -$80.6K -2,980 -9%
SAM
72
Shell Asset Management
Netherlands
$914K -$7.41K -274 -0.9%
CS
73
Credit Suisse
Switzerland
$910K +$104K +3,842 +14%
ZIM
74
Zacks Investment Management
Illinois
$838K -$186K -6,885 -19%
DCM
75
Dupont Capital Management
Delaware
$832K +$779K +28,816 New

HEES Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2019, worth a combined $795M — up 0.76% from $789M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEES and 22 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 54 added.

The largest buyer was Granite Investment Partners, opening a new position worth an estimated $9.96M. The largest seller was Emerald Advisers, cutting an estimated $9.51M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q3 2019, down from 150 in Q2 2019.
  • Funds reported $795M of H&E Equipment Services stock for Q3 2019, up 0.76% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q3 2019 and 24 closed out, a net change of -2 holders.
  • The largest H&E Equipment Services buyer in Q3 2019 was Granite Investment Partners, an estimated $9.96M added.
  • The largest H&E Equipment Services seller in Q3 2019 was Emerald Advisers, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2019.