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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $461M invested in H&E Equipment Services in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.1M

19% more capital invested

Capital invested by funds: $388M → $461M (+$72.6M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

4.32% less ownership

Funds ownership: 73.79%69.47% (-4.3%)

5% less funds holding

Funds holding: 156148 (-8)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
50
Closed
30
Calls
$3.34M
Puts
$1.1M
Net Calls
+$2.23M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$319K -$13.1K -825 -5%
MIM
102
MetLife Investment Management
New Jersey
$285K
AIA
103
Angeles Investment Advisors
California
$277K +$239K +15,000 New
Truist Financial
104
Truist Financial
North Carolina
$266K +$62.8K +3,947 +38%
IRC
105
Investors Research Corp
Georgia
$259K
WI
106
WBI Investments
New Jersey
$242K +$209K +13,109 New
DTL
107
Dynamic Technology Lab
Singapore
$234K -$214K -13,474 -52%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$233K -$165K -10,341 -45%
KBC Group
109
KBC Group
Belgium
$226K +$97.1K +6,103 +100%
Citigroup
110
Citigroup
New York
$222K +$20.5K +1,289 +12%
PPCM
111
Pillar Pacific Capital Management
California
$211K
BB
112
Busey Bank
Illinois
$209K -$18.7K -1,176 -9%
OC
113
Oppenheimer & Co
New York
$209K
VOYA Investment Management
114
VOYA Investment Management
Georgia
$204K -$78.2K -4,911 -31%
VAM
115
Verity Asset Management
North Carolina
$202K +$174K +10,931 New
OR
116
Olympiad Research
Connecticut
$197K -$87.8K -5,517 -34%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$186K +$160K +10,044 New
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$182K
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$156K +$5.17K +325 +4%
AAM
120
Advisors Asset Management
Colorado
$141K +$26.2K +1,646 +28%
Simplex Trading
121
Simplex Trading
Illinois
$103K +$89.4K +5,619 New
TRCT
122
Tower Research Capital (TRC)
New York
$86K +$74.2K +4,661 New
PWP
123
Principle Wealth Partners
Connecticut
$76K +$65.6K +4,125 New
PCM
124
Prelude Capital Management
New York
$74K +$63.7K +4,000 New
CAN
125
Cetera Advisor Networks
California
$68K +$58.4K +3,670 New

HEES Hedge Fund Activity: Q2 2020 in Review

148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2020, worth a combined $461M — up 19% from $388M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HEES and 22 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 59 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.54M. The largest seller was AllianceBernstein, cutting an estimated $28.4M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $461M of H&E Equipment Services stock for Q2 2020, up 19% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q2 2020 and 30 closed out, a net change of -8 holders.
  • The largest H&E Equipment Services buyer in Q2 2020 was Portolan Capital Management, an estimated $5.54M added.
  • The largest H&E Equipment Services seller in Q2 2020 was AllianceBernstein, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2020.