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HEES

H&E Equipment Services
HEES

Delisted

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

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151 hedge funds and large institutions have $721M invested in H&E Equipment Services in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 46

8% less funds holding

Funds holding: 164 → 151 (-13)

13% less capital invested

Capital invested by funds: $824M → $721M (-$103M)

15% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.73M

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

Holders
151
Holders Change
-13
Holders Change %
-7.93%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
68
Reduced
46
Closed
33
Calls
$4.02M
Puts
$4.73M
Net Calls
-$703K
Net Calls Change
-$1.68M

Top Buyers

1
CIP
Chartwell Investment Partners
Pennsylvania
+$15M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$11.6M
3
Macquarie Group
Macquarie Group
Australia
+$6.95M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$6.17M
5
PI
Putnam Investments
Massachusetts
+$6.09M

Top Sellers

1
O
OppenheimerFunds
New York
-$20.5M
2
Wells Fargo
Wells Fargo
California
-$12.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$12.4M
4
NCGI
Next Century Growth Investors
Minnesota
-$10.2M
5
FAM
Fred Alger Management
New York
-$7.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
Teachers Advisors
New York
$1.15M +$28.4K +1,263 +3%
Lazard Asset Management
77
Lazard Asset Management
New York
$1.08M +$974K +43,300 New
WAMC
78
Western Asset Management Company
California
$1.05M +$947K +42,100 New
Tudor Investment Corp
79
Tudor Investment Corp
Connecticut
$1.03M +$205K +9,091 +28%
SM
80
Southport Management
Wyoming
$1.01M -$187K -8,300 -17%
QI
81
Quotient Investors
New York
$927K +$490K +21,800 +142%
Swiss National Bank
82
Swiss National Bank
Switzerland
$910K – – –
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$848K +$109K +4,825 +17%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$796K -$95.4K -4,240 -12%
NCCM
85
Nine Chapters Capital Management
New Jersey
$760K +$684K +30,400 New
CS
86
Credit Suisse
Switzerland
$719K -$546K -24,280 -46%
BIM
87
Bogle Investment Management
Massachusetts
$715K +$644K +28,644 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$657K -$624K -27,734 -51%
GCP
89
GSA Capital Partners
United Kingdom
$612K +$180K +7,993 +48%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$599K – – –
SIP
91
Stoneridge Investment Partners
Pennsylvania
$550K – – –
AA
92
ALPS Advisors
Colorado
$549K +$201K +8,930 +69%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$518K – – –
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$514K +$463K +20,574 New
Nomura Holdings
95
Nomura Holdings
Japan
$513K +$202K +8,975 +78%
RC
96
RBF Capital
California
$500K – – –
AIG
97
American International Group
New York
$493K +$1.1K +49 +0.2%
BG
98
BlackRock Group
United Kingdom
$492K +$242K +10,769 +121%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$470K – – –
Allianz Asset Management
100
Allianz Asset Management
Germany
$464K -$12.4M -549,625 -97%
2 3
4
5 6

HEES Hedge Fund Activity: Q1 2015 in Review

151 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2015, worth a combined $721M — down 13% from $824M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of HEES and 20 opened new positions — a net loss of 13 holders — while 46 trimmed existing stakes and 68 added.

The largest buyer was Chartwell Investment Partners, adding an estimated $15M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $20.5M sold.

  • 151 institutional investors held H&E Equipment Services (HEES) as of Q1 2015, down from 164 in Q4 2014.
  • Funds reported $721M of H&E Equipment Services stock for Q1 2015, down 13% quarter-over-quarter.
  • 20 funds opened new H&E Equipment Services positions in Q1 2015 and 33 closed out, a net change of -13 holders.
  • The largest H&E Equipment Services buyer in Q1 2015 was Chartwell Investment Partners, an estimated $15M added.
  • The largest H&E Equipment Services seller in Q1 2015 was OppenheimerFunds, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2015.