H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
156 hedge funds and large institutions have $388M invested in H&E Equipment Services in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 37 closing their positions.
79% more call options, than puts
Call options by funds: $968K | Put options by funds: $541K
15% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 52
2.98% less ownership
Funds ownership: 76.77% → 73.79% (-3%)
10% less funds holding
Funds holding: 173 → 156 (-17)
41% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 37
58% less capital invested
Capital invested by funds: $919M → $388M (-$531M)
Top Buyers
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$29.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$8.26M |
| 3 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
+$4.95M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.79M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$28.5M |
| 2 |
Goldman Sachs
New York
|
-$24.8M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$7.96M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$5.81M |
HEES Hedge Fund Activity: Q1 2020 in Review
156 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2020, worth a combined $388M — down 58% from $919M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of HEES and 22 opened new positions — a net loss of 15 holders — while 52 trimmed existing stakes and 60 added.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $28.5M.
- 156 institutional investors held H&E Equipment Services (HEES) as of Q1 2020, down from 173 in Q4 2019.
- Funds reported $388M of H&E Equipment Services stock for Q1 2020, down 58% quarter-over-quarter.
- 22 funds opened new H&E Equipment Services positions in Q1 2020 and 37 closed out, a net change of -15 holders.
- The largest H&E Equipment Services buyer in Q1 2020 was Adage Capital Partners, an estimated $29.3M added.
- The largest H&E Equipment Services seller in Q1 2020 was JP Morgan Chase, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2020.