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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $461M invested in H&E Equipment Services in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.1M

19% more capital invested

Capital invested by funds: $388M → $461M (+$72.6M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

4.32% less ownership

Funds ownership: 73.79%69.47% (-4.3%)

5% less funds holding

Funds holding: 156148 (-8)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
50
Closed
30
Calls
$3.34M
Puts
$1.1M
Net Calls
+$2.23M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Shell Asset Management
Netherlands
$556K -$4.54K -285 -0.9%
CS
77
Credit Suisse
Switzerland
$549K -$12.5K -785 -3%
DA
78
Denali Advisors
California
$538K +$188K +11,800 +68%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$515K +$443K +27,867 New
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$509K -$366 -23 -0.1%
American Century Companies
81
American Century Companies
Missouri
$503K +$247K +15,546 +133%
AL
82
AJO LP
Pennsylvania
$453K +$154K +9,664 +65%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$437K +$317K +19,943 +530%
GI
84
GAMCO Investors
Connecticut
$421K +$127K +8,000 +54%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$417K
PPA
86
Parametric Portfolio Associates
Washington
$402K -$206K -12,924 -37%
SG Americas Securities
87
SG Americas Securities
New York
$402K -$83K -5,218 -19%
AG
88
Aperio Group
California
$401K -$31.2K -1,963 -8%
AIM
89
Aigen Investment Management
New York
$398K -$31.8K -2,000 -8%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$396K +$119K +7,453 +53%
GWM
91
Geneos Wealth Management
Colorado
$386K -$4.91M -308,627 -93%
Legal & General Group
92
Legal & General Group
United Kingdom
$384K -$10.2K -639 -3%
VRS
93
Virginia Retirement Systems
Virginia
$383K +$329K +20,700 New
Principal Financial Group
94
Principal Financial Group
Iowa
$379K +$326K +20,517 New
SO
95
STRS Ohio
Ohio
$373K +$27.1K +1,700 +9%
JP Morgan Chase
96
JP Morgan Chase
New York
$373K +$34.5K +2,169 +12%
RC
97
RBF Capital
California
$370K
AIG
98
American International Group
New York
$362K +$10.9K +685 +4%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$355K -$19.1K -1,198 -6%
DCM
100
Dupont Capital Management
Delaware
$326K -$25K -1,574 -8%

HEES Hedge Fund Activity: Q2 2020 in Review

148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2020, worth a combined $461M — up 19% from $388M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HEES and 22 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 59 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.54M. The largest seller was AllianceBernstein, cutting an estimated $28.4M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $461M of H&E Equipment Services stock for Q2 2020, up 19% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q2 2020 and 30 closed out, a net change of -8 holders.
  • The largest H&E Equipment Services buyer in Q2 2020 was Portolan Capital Management, an estimated $5.54M added.
  • The largest H&E Equipment Services seller in Q2 2020 was AllianceBernstein, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2020.