We are live on ! Find out more
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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$818K +$4.06K +150 +0.5%
OAM
77
Oxford Asset Management
United Kingdom
$791K +$741K +27,399 New
LOAMU
78
Lombard Odier Asset Management (USA)
New York
$776K +$233K +8,600 +47%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$772K +$456K +16,868 +170%
UBS AM
80
UBS AM
Illinois
$763K +$177K +6,541 +33%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$750K -$80.1K -2,961 -10%
OC
82
Oppenheimer & Co
New York
$744K +$92K +3,403 +15%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$710K
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$668K
Legal & General Group
85
Legal & General Group
United Kingdom
$635K +$160K +5,919 +37%
AIG
86
American International Group
New York
$582K -$3.84K -142 -0.7%
RC
87
RBF Capital
California
$577K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$572K -$9.79K -362 -2%
WSCM
89
Wellington Shields Capital Management
New York
$551K -$124K -4,600 -19%
WAM
90
Wakefield Asset Management
Colorado
$547K +$13K +480 +3%
AG
91
Aperio Group
California
$543K -$3.57K -132 -0.7%
Citigroup
92
Citigroup
New York
$536K +$102K +3,768 +25%
SO
93
STRS Ohio
Ohio
$533K
BCA
94
Bay Colony Advisors
Massachusetts
$496K +$465K +17,200 New
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$451K +$85.7K +3,170 +25%
JCM
96
JS Capital Management
New York
$450K +$422K +15,606 New
MIM
97
MetLife Investment Management
New Jersey
$445K
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$428K -$7.22K -267 -2%
CCIA
99
Campbell & Co Investment Adviser
Maryland
$422K +$395K +14,608 New
IRC
100
Investors Research Corp
Georgia
$404K

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.