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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
PCM
126
Prelude Capital Management
New York
$108K -$2.32K -100 -3%
IA
127
IFP Advisors
Florida
$102K +$27.4K +1,180 +51%
RA
128
Rational Advisors
New York
$83K +$66.2K +2,850 New
GWM
129
Geneos Wealth Management
Colorado
$77K +$26.5K +1,141 +75%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$72K -$6.16K -265 -10%
TRCT
131
Tower Research Capital (TRC)
New York
$59K +$47.1K +2,028 New
AIP
132
Ameritas Investment Partners
Nebraska
$56K
GXMC
133
Global X Management Company
New York
$50K +$7.99K +344 +25%
SEI Investments
134
SEI Investments
Pennsylvania
$38K +$3.14K +135 +12%
CCMH
135
Cornerstone Capital Management Holdings
New York
$37K +$30.2K +1,300 New
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$25K
FMA
137
FNY Managed Accounts
New York
$17K +$14.2K +612 New
OAM
138
Oppenheimer Asset Management
New York
$10K -$255 -11 -3%
AG
139
Advisor Group
Arizona
$10K +$7.67K +330 New
RFM
140
Royal Fund Management
Florida
$8K
RWA
141
Ropes Wealth Advisors
Massachusetts
$7K +$5.23K +225 New
SFSIG
142
San Francisco Sentry Investment Group
California
$5K +$46 +2 +1%
US Bancorp
143
US Bancorp
Minnesota
$3K -$4.37K -188 -67%
MAM
144
Meeder Asset Management
Ohio
$3K
SPIA
145
Steward Partners Investment Advisory
New York
$3K
GWA
146
Guidant Wealth Advisors
Illinois
$2K
QI
147
QS Investors
New York
$1K
BTIS
148
BB&T Investment Services
North Carolina
$1K +$627 +27 New
VFA
149
Valeo Financial Advisors
Indiana
$1K +$906 +39 New
SCM
150
SG Capital Management
Illinois
-$18.8M -919,216 Closed

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.