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HEES

H&E Equipment Services
HEES

Delisted

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

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148 hedge funds and large institutions have $975M invested in H&E Equipment Services in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $9.02M | Put options by funds: $2.89M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $755M → $975M (+$220M)

3% more funds holding

Funds holding: 144 → 148 (+4)

1.19% more ownership

Funds ownership: 70.01% → 71.19% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
52
Reduced
53
Closed
15
Calls
$9.02M
Puts
$2.89M
Net Calls
+$6.13M
Net Calls Change
+$1.22M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$9.12M
2
DCM
Driehaus Capital Management
Illinois
+$7.33M
3
KCM
Kennedy Capital Management
Missouri
+$6.55M
4
Millennium Management
Millennium Management
New York
+$5.79M
5
EA
Emerald Advisers
Pennsylvania
+$4.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.64M
2
ECP
Electron Capital Partners
New York
-$5.95M
3
Norges Bank
Norges Bank
Norway
-$5.65M
4
Goldman Sachs
Goldman Sachs
New York
-$4.61M
5
LSV Asset Management
LSV Asset Management
Illinois
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$2.48M +$174K +5,450 +9%
UBS Group
52
UBS Group
Switzerland
$2.38M +$262K +8,187 +15%
MAP
53
Moody Aldrich Partners
Massachusetts
$2.16M +$1.82M +56,950 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.12M +$116K +3,622 +7%
Two Sigma Investments
55
Two Sigma Investments
New York
$2.08M -$1.55M -48,492 -47%
CAM
56
Cozad Asset Management
Illinois
$2.04M +$1.72M +53,712 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.98M -$107K -3,336 -6%
ECM
58
ExodusPoint Capital Management
New York
$1.94M +$344K +10,747 +27%
Barclays
59
Barclays
United Kingdom
$1.91M +$730K +22,797 +83%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.9M -$693K -21,642 -30%
SG Americas Securities
61
SG Americas Securities
New York
$1.88M +$1.24M +38,772 +363%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.83M – – –
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.45M +$12.8K +400 +1%
CIP
64
Chartwell Investment Partners
Pennsylvania
$1.44M -$65.2K -2,037 -5%
Stifel Financial
65
Stifel Financial
Missouri
$1.41M -$752K -23,506 -39%
AC
66
Apogem Capital
New York
$1.35M +$111K +3,474 +11%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.34M -$90.8K -2,836 -7%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.33M +$34.4K +1,076 +3%
Truist Financial
69
Truist Financial
North Carolina
$1.29M +$44.3K +1,385 +4%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.26M +$993K +31,026 +1,537%
RJA
71
Raymond James & Associates
Florida
$1.23M +$772K +24,131 +298%
PP
72
PDT Partners
New York
$1.21M -$106K -3,300 -9%
UBS AM
73
UBS AM
Illinois
$1.17M – – –
WANY
74
Wealthspire Advisors (New York)
New York
$1.16M +$93.2K +2,912 +11%
RC
75
Rinet Company
Massachusetts
$1.16M +$973K +30,406 New
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HEES Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2021, worth a combined $975M — up 29% from $755M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HEES positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.12M. The largest seller was Morgan Stanley, cutting an estimated $7.64M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q1 2021, up from 144 in Q4 2020.
  • Funds reported $975M of H&E Equipment Services stock for Q1 2021, up 29% quarter-over-quarter.
  • 20 funds opened new H&E Equipment Services positions in Q1 2021 and 15 closed out, a net change of +5 holders.
  • The largest H&E Equipment Services buyer in Q1 2021 was Ameriprise, an estimated $9.12M added.
  • The largest H&E Equipment Services seller in Q1 2021 was Morgan Stanley, an estimated $7.64M sold.

Based on aggregated 13F filings for Q1 2021.