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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 $795M invested in H&E Equipment Services in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $5.54M | Put options by funds: $2.59M

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

1.2% more ownership

Funds ownership: 75.76%76.96% (+1.2%)

1% more capital invested

Capital invested by funds: $789M → $795M (+$5.96M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
48
Closed
24
Calls
$5.54M
Puts
$2.59M
Net Calls
+$2.95M
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
126
Winch Advisory Services
Wisconsin
$59K +$541 +20 +1%
RA
127
Royce & Associates
New York
$57K +$19.3K +712 +56%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$55K -$22.7K -840 -31%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$53K
Simplex Trading
130
Simplex Trading
Illinois
$47K -$65.6K -2,427 -59%
WT
131
Whittier Trust
California
$29K
AAM
132
Advisors Asset Management
Colorado
$17K +$16.4K +606 New
NIT
133
NumerixS Investment Technologies
British Columbia, Canada
$12K -$8.11K -300 -43%
RFM
134
Royal Fund Management
Florida
$12K +$6.76K +250 +125%
QT
135
Quantbot Technologies
New York
$8K -$24.3K -900 -75%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$6K -$2.43K -90 -29%
SPIA
137
Steward Partners Investment Advisory
New York
$6K
AG
138
Advisor Group
Arizona
$5K +$27 +1 +0.6%
Group One Trading
139
Group One Trading
Illinois
$3K +$2.7K +100 New
FGAM
140
Financial Gravity Asset Management
Texas
$1K -$216 -8 -29%
LC
141
Lindbrook Capital
California
$1K
NFG
142
Next Financial Group
Texas
$1K
SFSIG
143
San Francisco Sentry Investment Group
California
$1K
VFA
144
Valeo Financial Advisors
Indiana
$1K
MAM
145
Meeder Asset Management
Ohio
$1K +$1.24K +46 New
IA
146
IFP Advisors
Florida
$1K +$1.35K +50 New
3C
147
361 Capital
Colorado
-$2.63M -90,537 Closed
BCMNY
148
Buckingham Capital Management (New York)
New York
-$772K -26,550 Closed
EGM
149
Engineers Gate Manager
New York
-$573K -19,715 Closed
NERM
150
New England Research & Management
Illinois
-$445K -15,301 Closed

HEES Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2019, worth a combined $795M — up 0.76% from $789M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEES and 22 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 54 added.

The largest buyer was Granite Investment Partners, opening a new position worth an estimated $9.96M. The largest seller was Emerald Advisers, cutting an estimated $9.51M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q3 2019, down from 150 in Q2 2019.
  • Funds reported $795M of H&E Equipment Services stock for Q3 2019, up 0.76% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q3 2019 and 24 closed out, a net change of -2 holders.
  • The largest H&E Equipment Services buyer in Q3 2019 was Granite Investment Partners, an estimated $9.96M added.
  • The largest H&E Equipment Services seller in Q3 2019 was Emerald Advisers, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2019.