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HEES

H&E Equipment Services

Delisted

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

149 hedge funds and large institutions have $792M invested in H&E Equipment Services in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.73M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

44% more capital invested

Capital invested by funds: $549M → $792M (+$243M)

12% more funds holding

Funds holding: 133149 (+16)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.65% more ownership

Funds ownership: 75.59%76.24% (+0.65%)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
46
Reduced
43
Closed
24
Calls
$14.4M
Puts
$2.73M
Net Calls
+$11.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oppenheimer & Co
New York
$423K -$51.1K -2,200 -13%
AIM
102
Alambic Investment Management
California
$415K -$446K -19,200 -57%
AG
103
Aperio Group
California
$413K -$3.39K -146 -1%
WS
104
Wedbush Securities
California
$401K -$27.7K -1,192 -8%
QIM
105
Quantitative Investment Management
Virginia
$388K -$571K -24,600 -65%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$367K -$83.2K -3,582 -22%
UBS AM
107
UBS AM
Illinois
$353K
WSC
108
Wellington Shields & Co
New York
$323K +$257K +11,046 New
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$323K +$257K +11,050 New
PPCM
110
Pillar Pacific Capital Management
California
$316K
PTC
111
Petrus Trust Company
Texas
$311K +$247K +10,636 New
HCM
112
Highbridge Capital Management
New York
$289K +$230K +9,903 New
VRS
113
Virginia Retirement Systems
Virginia
$263K +$209K +9,000 New
Legal & General Group
114
Legal & General Group
United Kingdom
$257K +$23.9K +1,028 +13%
CAMG
115
CWA Asset Management Group
Florida
$243K +$193K +8,325 New
CSS
116
Cubist Systematic Strategies
Connecticut
$230K +$72.9K +3,139 +66%
RJA
117
Raymond James & Associates
Florida
$222K +$177K +7,616 New
NCCM
118
Nine Chapters Capital Management
New Jersey
$213K +$170K +7,300 New
TNB
119
Thomasville National Bank
Georgia
$204K +$163K +7,000 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$179K -$38.4K -1,654 -21%
Canada Life
121
Canada Life
Manitoba, Canada
$176K +$94.6K +4,072 +223%
SG Americas Securities
122
SG Americas Securities
New York
$159K +$127K +5,459 New
Citigroup
123
Citigroup
New York
$156K -$74.1K -3,190 -37%
CG
124
Cutler Group
California
$156K +$125K +5,362 New
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$138K -$6.43K -277 -6%

HEES Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2017, worth a combined $792M — up 44% from $549M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HEES positions and 24 closed out — a net gain of 17 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $10.1M. The largest seller was SG Capital Management, exiting entirely with an estimated $18.8M sold.

  • 149 institutional investors held H&E Equipment Services (HEES) as of Q3 2017, up from 133 in Q2 2017.
  • Funds reported $792M of H&E Equipment Services stock for Q3 2017, up 44% quarter-over-quarter.
  • 41 funds opened new H&E Equipment Services positions in Q3 2017 and 24 closed out, a net change of +17 holders.
  • The largest H&E Equipment Services buyer in Q3 2017 was Emerald Advisers, an estimated $10.1M added.
  • The largest H&E Equipment Services seller in Q3 2017 was SG Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2017.