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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
SEI Investments
101
SEI Investments
Pennsylvania
$544K -$38K -1,145 -7%
WAM
102
Wolverine Asset Management
Illinois
$535K – – –
AIA
103
Angeles Investment Advisors
California
$521K – – –
SG Americas Securities
104
SG Americas Securities
New York
$495K +$473K +14,249 New
IRC
105
Investors Research Corp
Georgia
$486K – – –
Handelsbanken Fonder
106
Handelsbanken Fonder
Sweden
$442K +$66.3K +2,000 +19%
CSS
107
Cubist Systematic Strategies
Connecticut
$433K -$712K -21,469 -63%
MIM
108
MetLife Investment Management
New Jersey
$421K – – –
Citigroup
109
Citigroup
New York
$363K -$53.6K -1,615 -13%
ASRS
110
Arizona State Retirement System
Arizona
$307K +$696 +21 +0.2%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$303K +$157K +4,736 +119%
HF
112
HRT Financial
New York
$297K -$1.17M -35,389 -81%
BCI
113
Brinker Capital Investments
Pennsylvania
$295K – – –
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$295K -$45.6K -1,376 -14%
SC
115
Shay Capital
New York
$278K -$199K -6,000 -43%
DFCM
116
Dark Forest Capital Management
Puerto Rico
$259K +$248K +7,469 New
LPL Financial
117
LPL Financial
California
$248K +$237K +7,156 New
VRS
118
Virginia Retirement Systems
Virginia
$229K -$335K -10,100 -60%
OAM
119
Oppenheimer Asset Management
New York
$226K +$216K +6,512 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$225K +$176K +5,308 +450%
KBC Group
121
KBC Group
Belgium
$212K -$202K -6,103 -50%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$208K +$200K +6,018 New
PCM
123
Prelude Capital Management
New York
$205K -$204K -6,155 -51%
APP
124
Avantax Planning Partners
Iowa
$200K +$191K +5,770 New
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$126K -$1.09K -33 -0.9%
3 4
5
6 7

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.