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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
CS
76
Credit Suisse
Switzerland
$1.14M -$478K -14,925 -33%
SAM
77
Shell Asset Management
Netherlands
$1.14M -$5.44K -170 -0.6%
Principal Financial Group
78
Principal Financial Group
Iowa
$1.1M +$71.1K +2,223 +8%
Wells Fargo
79
Wells Fargo
California
$1.09M -$968K -30,253 -51%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$1.06M -$24.9K -777 -3%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.05M +$880K +27,499 +15,027%
Legal & General Group
82
Legal & General Group
United Kingdom
$936K +$169K +5,272 +27%
AG
83
Algert Global
California
$890K -$1.58M -49,335 -68%
GI
84
GAMCO Investors
Connecticut
$855K – – –
HF
85
HRT Financial
New York
$850K +$717K +22,391 New
LSV Asset Management
86
LSV Asset Management
Illinois
$767K -$3.92M -122,450 -86%
SO
87
STRS Ohio
Ohio
$767K – – –
RC
88
RBF Capital
California
$760K – – –
VOYA Investment Management
89
VOYA Investment Management
Georgia
$726K +$33.7K +1,052 +6%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$715K -$95.7K -2,990 -14%
PCM
91
Prelude Capital Management
New York
$703K +$288K +9,000 +95%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$688K -$35.4K -1,107 -6%
VRS
93
Virginia Retirement Systems
Virginia
$688K +$44.8K +1,400 +8%
DCM
94
Dupont Capital Management
Delaware
$664K -$115K -3,584 -17%
WAM
95
Wolverine Asset Management
Illinois
$585K – – –
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$583K +$193K +6,021 +65%
AIA
97
Angeles Investment Advisors
California
$570K – – –
PPA
98
Parametric Portfolio Associates
Washington
$565K -$45.4K -1,419 -9%
IAA
99
Independent Advisor Alliance
North Carolina
$543K +$457K +14,291 New
IRC
100
Investors Research Corp
Georgia
$532K – – –
2 3
4
5 6

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.