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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 $789M invested in H&E Equipment Services in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $2.48M

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $663M → $789M (+$126M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

7% more funds holding

Funds holding: 140 → 150 (+10)

1.91% more ownership

Funds ownership: 73.85% → 75.76% (+1.9%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
52
Reduced
46
Closed
12
Calls
$5.44M
Puts
$2.48M
Net Calls
+$2.96M
Net Calls Change
-$541K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$7.98M
2
SCM
SG Capital Management
Illinois
+$7.24M
3
Millennium Management
Millennium Management
New York
+$6.96M
4
Bank of America
Bank of America
North Carolina
+$5.68M
5
BlackRock
BlackRock
New York
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
BCMNY
Buckingham Capital Management (New York)
New York
-$10.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$9.77M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.64M
5
MWNA
Marshall Wace North America
New York
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
126
Cutler Group
California
$66K +$64K +2,300 New
WAS
127
Winch Advisory Services
Wisconsin
$59K +$556 +20 +1%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$53K – – –
RA
129
Royce & Associates
New York
$37K -$1.84K -66 -5%
QT
130
Quantbot Technologies
New York
$34K +$33.4K +1,200 New
WT
131
Whittier Trust
California
$29K – – –
NIT
132
NumerixS Investment Technologies
British Columbia, Canada
$20K -$41.7K -1,500 -68%
TRCT
133
Tower Research Capital (TRC)
New York
$15K +$9.99K +359 +224%
FHA
134
First Horizon Advisors
Tennessee
$11K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$9K +$4.17K +150 +94%
SPIA
136
Steward Partners Investment Advisory
New York
$6K +$6.18K +222 New
RFM
137
Royal Fund Management
Florida
$5K -$2.78K -100 -33%
CCMW
138
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
AG
139
Advisor Group
Arizona
$5K +$4.37K +157 New
PHK
140
Point72 Hong Kong
Hong Kong
$2K -$11K -397 -87%
CFA
141
Camarda Financial Advisors
Florida
$2K – – –
SIM
142
Sonora Investment Management
Arizona
$2K +$1.53K +55 New
PCP
143
Proficio Capital Partners
Massachusetts
$2K +$2.06K +74 New
NFG
144
Next Financial Group
Texas
$1K – – –
SFSIG
145
San Francisco Sentry Investment Group
California
$1K – – –
VFA
146
Valeo Financial Advisors
Indiana
$1K – – –
FGAM
147
Financial Gravity Asset Management
Texas
$1K +$779 +28 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1K +$862 +31 New
IECM
149
Intrinsic Edge Capital Management
Illinois
– -$2.51M -100,000 Closed
BIM
150
Bogle Investment Management
Massachusetts
– -$887K -35,324 Closed
3 4 5
6
7

HEES Hedge Fund Activity: Q2 2019 in Review

150 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2019, worth a combined $789M — up 19% from $663M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEES positions and 12 closed out — a net gain of 13 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.98M. The largest seller was Buckingham Capital Management (New York), cutting an estimated $10.1M.

  • 150 institutional investors held H&E Equipment Services (HEES) as of Q2 2019, up from 140 in Q1 2019.
  • Funds reported $789M of H&E Equipment Services stock for Q2 2019, up 19% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q2 2019 and 12 closed out, a net change of +13 holders.
  • The largest H&E Equipment Services buyer in Q2 2019 was Nuveen, an estimated $7.98M added.
  • The largest H&E Equipment Services seller in Q2 2019 was Buckingham Capital Management (New York), an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.