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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
KBC Group
51
KBC Group
Belgium
$2M – – –
American Century Companies
52
American Century Companies
Missouri
$1.99M +$274K +10,650 +19%
SIA
53
Sit Investment Associates
Minnesota
$1.99M +$541K +21,000 +46%
Stifel Financial
54
Stifel Financial
Missouri
$1.8M -$319K -12,382 -17%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$1.79M +$1.54M +59,910 New
Wells Fargo
56
Wells Fargo
California
$1.76M -$2.56M -99,232 -63%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.65M +$122K +4,736 +9%
UBS Group
58
UBS Group
Switzerland
$1.62M -$723K -28,069 -34%
Renaissance Technologies
59
Renaissance Technologies
New York
$1.59M +$672K +26,089 +96%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.56M +$127K +4,915 +10%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$1.44M -$3.74M -145,216 -75%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.44M – – –
CS
63
Credit Suisse
Switzerland
$1.34M +$409K +15,893 +55%
Citadel Advisors
64
Citadel Advisors
Florida
$1.22M -$1.25M -48,659 -54%
ECM
65
ExodusPoint Capital Management
New York
$1.2M -$50.6K -1,964 -5%
CIP
66
Chartwell Investment Partners
Pennsylvania
$1.19M -$236K -9,178 -19%
KCM
67
Kennedy Capital Management
Missouri
$1.18M -$856K -33,223 -46%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.14M – – –
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.13M – – –
PP
70
PDT Partners
New York
$1.05M +$906K +35,200 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$1.01M -$157K -6,084 -15%
Truist Financial
72
Truist Financial
North Carolina
$974K +$417K +16,194 +98%
AC
73
Apogem Capital
New York
$957K +$827K +32,112 New
UBS AM
74
UBS AM
Illinois
$916K – – –
SAM
75
Shell Asset Management
Netherlands
$897K – – –
1 2
3
4 5

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.