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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$1.09M -$1.03M -31,133 -50%
RC
77
Rinet Company
Massachusetts
$1.05M – – –
WANY
78
Wealthspire Advisors (New York)
New York
$1.05M – – –
SAM
79
Shell Asset Management
Netherlands
$1.05M -$43.8K -1,320 -4%
Arrowstreet Capital
80
Arrowstreet Capital
Massachusetts
$1.05M -$10.1M -303,934 -91%
Wells Fargo
81
Wells Fargo
California
$945K +$111K +3,343 +14%
SO
82
STRS Ohio
Ohio
$940K -$13.3K -400 -1%
SIM
83
SummerHaven Investment Management
Connecticut
$928K +$886K +26,725 New
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
$906K +$547K +16,489 +171%
GCA
85
Genesee Capital Advisors
New York
$834K +$797K +24,019 New
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$816K -$69.7K -2,102 -8%
CS
87
Credit Suisse
Switzerland
$797K +$107K +3,239 +16%
GI
88
GAMCO Investors
Connecticut
$778K – – –
GT
89
Glenmede Trust
Pennsylvania
$738K -$37.3K -1,125 -5%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$729K +$696K +21,000 New
Truist Financial
91
Truist Financial
North Carolina
$711K -$458K -13,808 -40%
RC
92
RBF Capital
California
$694K – – –
GCP
93
GSA Capital Partners
United Kingdom
$666K +$637K +19,201 New
SC
94
Saltoro Capital
Texas
$665K -$473K -14,250 -43%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$657K +$68.3K +2,060 +12%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$653K – – –
AG
97
Algert Global
California
$645K -$241K -7,254 -28%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$627K -$1.43K -43 -0.2%
AIG
99
American International Group
New York
$611K -$13.9K -419 -2%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$593K -$46.6K -1,406 -8%
2 3
4
5 6

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.