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HEES

H&E Equipment Services

Delisted

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

139 hedge funds and large institutions have $529M invested in H&E Equipment Services in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

8% less funds holding

Funds holding: 151139 (-12)

22% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $3.14M

27% less capital invested

Capital invested by funds: $721M → $529M (-$192M)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
139
Holders Change
-12
Holders Change %
-7.95%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
53
Reduced
55
Closed
30
Calls
$2.44M
Puts
$3.14M
Net Calls
-$700K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
101
BlackRock Group
United Kingdom
$277K -$139K -5,811 -29%
CCIA
102
Campbell & Co Investment Adviser
Maryland
$266K +$319K +13,326 New
KeyBank National Association
103
KeyBank National Association
Ohio
$256K +$10.9K +455 +4%
BMCMI
104
Bryn Mawr Capital Management Inc
Pennsylvania
$229K +$274K +11,462 New
PPCM
105
Pillar Pacific Capital Management
California
$216K
HCM
106
Highbridge Capital Management
New York
$216K +$259K +10,830 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$216K -$137K -5,737 -35%
EA
108
Emerald Advisers
Pennsylvania
$215K -$6.03M -252,084 -96%
WS
109
Wedbush Securities
California
$215K +$22.7K +950 +10%
DADC
110
D.A. Davidson & Co
Montana
$212K +$18.3K +764 +8%
QT
111
Quantbot Technologies
New York
$145K +$128K +5,366 +283%
Citigroup
112
Citigroup
New York
$104K -$236K -9,870 -65%
AAM
113
Advisors Asset Management
Colorado
$98K -$6.68K -279 -5%
Legal & General Group
114
Legal & General Group
United Kingdom
$89K
Group One Trading
115
Group One Trading
Illinois
$88K -$61.1K -2,551 -37%
Victory Capital Management
116
Victory Capital Management
Texas
$84K +$105K +4,406 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$81K +$11.4K +478 +13%
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$80K
IPC
119
Independent Portfolio Consultants
Florida
$78K +$35.2K +1,470 +61%
AGM
120
Alpine Global Management
New York
$75K +$89.8K +3,750 New
US Bancorp
121
US Bancorp
Minnesota
$72K -$287 -12 -0.3%
TRCT
122
Tower Research Capital (TRC)
New York
$52K +$32.5K +1,358 +109%
CCMH
123
Cornerstone Capital Management Holdings
New York
$48K -$117K -4,900 -67%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$45K +$3.04K +127 +6%
Canada Life
125
Canada Life
Manitoba, Canada
$36K

HEES Hedge Fund Activity: Q2 2015 in Review

139 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2015, worth a combined $529M — down 27% from $721M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HEES and 18 opened new positions — a net loss of 12 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was Weatherbie Capital, adding an estimated $15.8M. The largest seller was RS Investment Management, exiting entirely with an estimated $19.3M sold.

  • 139 institutional investors held H&E Equipment Services (HEES) as of Q2 2015, down from 151 in Q1 2015.
  • Funds reported $529M of H&E Equipment Services stock for Q2 2015, down 27% quarter-over-quarter.
  • 18 funds opened new H&E Equipment Services positions in Q2 2015 and 30 closed out, a net change of -12 holders.
  • The largest H&E Equipment Services buyer in Q2 2015 was Weatherbie Capital, an estimated $15.8M added.
  • The largest H&E Equipment Services seller in Q2 2015 was RS Investment Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2015.