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HEES

H&E Equipment Services
HEES

Delisted

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

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150 hedge funds and large institutions have $912M invested in H&E Equipment Services in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $357K

7% more capital invested

Capital invested by funds: $851M → $912M (+$61M)

1.92% more ownership

Funds ownership: 70.85% → 72.77% (+1.9%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 151 → 150 (-1)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
47
Reduced
51
Closed
25
Calls
$1.99M
Puts
$357K
Net Calls
+$1.63M
Net Calls Change
+$320K

Top Buyers

1
PCM
Penn Capital Management
Pennsylvania
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.4M
3
SCM
SG Capital Management
Illinois
+$9.71M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$9.23M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.74M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$10.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
3
Morgan Stanley
Morgan Stanley
New York
-$8.16M
4
Norges Bank
Norges Bank
Norway
-$5.56M
5
Millennium Management
Millennium Management
New York
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.48M – – –
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$2.47M -$85.6K -2,580 -3%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.1M -$1.36M -40,956 -40%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.95M +$25.6K +771 +1%
UBS Group
55
UBS Group
Switzerland
$1.87M -$181K -5,456 -9%
CAM
56
Cozad Asset Management
Illinois
$1.83M +$3.65K +110 +0.2%
ECM
57
ExodusPoint Capital Management
New York
$1.57M -$992K -29,910 -40%
Federated Hermes
58
Federated Hermes
Pennsylvania
$1.55M +$1.49M +44,787 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.52M -$12.5K -377 -0.9%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$1.41M -$658K -19,850 -33%
AI
61
Atom Investors
Texas
$1.38M -$1.21M -36,467 -48%
PPA
62
Parametric Portfolio Associates
Washington
$1.36M +$597K +17,996 +85%
UBS AM
63
UBS AM
Illinois
$1.35M +$201K +6,049 +18%
CIP
64
Chartwell Investment Partners
Pennsylvania
$1.33M – – –
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.32M – – –
RJA
66
Raymond James & Associates
Florida
$1.31M +$16.8K +506 +1%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.27M +$19.9K +600 +2%
AC
68
Apogem Capital
New York
$1.25M +$12.8K +385 +1%
Principal Financial Group
69
Principal Financial Group
Iowa
$1.23M +$217K +6,542 +23%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.23M +$48.3K +1,455 +4%
US Bancorp
71
US Bancorp
Minnesota
$1.2M +$157K +4,747 +16%
Barclays
72
Barclays
United Kingdom
$1.19M +$226K +6,829 +25%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.16M -$782K -23,574 -41%
PP
74
PDT Partners
New York
$1.11M -$62.2K -1,875 -6%
Legal & General Group
75
Legal & General Group
United Kingdom
$1.1M +$211K +6,373 +25%
1 2
3
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HEES Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2021, worth a combined $912M — up 7.2% from $851M a quarter earlier.

Fund positioning in HEES was balanced in Q3 2021: 25 funds opened new positions, 25 closed out, 47 added to existing stakes and 51 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $14.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $10.8M sold.

  • 150 institutional investors held H&E Equipment Services (HEES) as of Q3 2021, down from 151 in Q2 2021.
  • Funds reported $912M of H&E Equipment Services stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q3 2021 and 25 closed out, a net change of 0 holders.
  • The largest H&E Equipment Services buyer in Q3 2021 was Penn Capital Management, an estimated $14.1M added.
  • The largest H&E Equipment Services seller in Q3 2021 was Driehaus Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.