H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
138 hedge funds and large institutions have $860M invested in H&E Equipment Services in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
56% more call options, than puts
Call options by funds: $993K | Put options by funds: $637K
19% more funds holding
Funds holding: 116 → 138 (+22)
12% more capital invested
Capital invested by funds: $768M → $860M (+$91.2M)
20% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Friess Associates
Greenville,
Delaware
|
+$8.9M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$8.5M |
| 3 |
O
OppenheimerFunds
New York
|
+$5.02M |
| 4 |
ClearBridge Investments
New York
|
+$3.65M |
| 5 |
LCG
Lisanti Capital Growth
New York
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$27.7M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
-$8.96M |
| 3 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$5.65M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.54M |
| 5 |
QBFM
QS Batterymarch Financial Management
New York
|
-$2.63M |
HEES Hedge Fund Activity: Q4 2013 in Review
138 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2013, worth a combined $860M — up 12% from $768M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HEES positions and 8 closed out — a net gain of 23 holders — while 40 added to existing stakes and 50 trimmed.
The largest buyer was Friess Associates, opening a new position worth an estimated $8.9M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $27.7M.
- 138 institutional investors held H&E Equipment Services (HEES) as of Q4 2013, up from 116 in Q3 2013.
- Funds reported $860M of H&E Equipment Services stock for Q4 2013, up 12% quarter-over-quarter.
- 31 funds opened new H&E Equipment Services positions in Q4 2013 and 8 closed out, a net change of +23 holders.
- The largest H&E Equipment Services buyer in Q4 2013 was Friess Associates, an estimated $8.9M added.
- The largest H&E Equipment Services seller in Q4 2013 was Columbia Wanger Asset Management, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2013.