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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 $461M invested in H&E Equipment Services in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.1M

19% more capital invested

Capital invested by funds: $388M → $461M (+$72.6M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

4.32% less ownership

Funds ownership: 73.79%69.47% (-4.3%)

5% less funds holding

Funds holding: 156148 (-8)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
50
Closed
30
Calls
$3.34M
Puts
$1.1M
Net Calls
+$2.23M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$66K +$27.9K +1,752 +96%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$5.43K +341 +11%
NIT
128
NumerixS Investment Technologies
British Columbia, Canada
$57K -$12.7K -800 -21%
Canada Life
129
Canada Life
Manitoba, Canada
$57K +$127 +8 +0.3%
Lazard Asset Management
130
Lazard Asset Management
New York
$51K +$8.5K +534 +24%
AIP
131
Ameritas Investment Partners
Nebraska
$50K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$39K -$95K -5,970 -74%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$35.9K -$141K -8,845 -82%
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$33K +$9.76K +613 +53%
Osaic Holdings
135
Osaic Holdings
Arizona
$31K -$9.53K -599 -27%
TSW
136
Thompson Siegel & Walmsley
Virginia
$26K +$8.36K +525 +58%
PAG
137
Private Advisor Group
New Jersey
$26K +$22.3K +1,400 New
PA
138
Parallel Advisors
California
$21K
WT
139
Whittier Trust
California
$18K
BAM
140
Bellevue Asset Management
Washington
$10K
CG
141
Cutler Group
California
$7K -$39.8K -2,500 -85%
SPIA
142
Steward Partners Investment Advisory
New York
$4K -$4.77K -300 -57%
US Bancorp
143
US Bancorp
Minnesota
$3K +$637 +40 +33%
Bessemer Group
144
Bessemer Group
New Jersey
$3K +$2.98K +187 New
POIA
145
Pin Oak Investment Advisors
Texas
$1K
VFA
146
Valeo Financial Advisors
Indiana
$1K
QCG
147
Quadrant Capital Group
Ohio
$1K +$541 +34 New
BGIM
148
Brandywine Global Investment Management
Pennsylvania
-$1.9M -129,193 Closed
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
-$1.48M -100,472 Closed
HIM
150
Hillsdale Investment Management
Ontario, Canada
-$1.43M -97,200 Closed

HEES Hedge Fund Activity: Q2 2020 in Review

148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2020, worth a combined $461M — up 19% from $388M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HEES and 22 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 59 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.54M. The largest seller was AllianceBernstein, cutting an estimated $28.4M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $461M of H&E Equipment Services stock for Q2 2020, up 19% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q2 2020 and 30 closed out, a net change of -8 holders.
  • The largest H&E Equipment Services buyer in Q2 2020 was Portolan Capital Management, an estimated $5.54M added.
  • The largest H&E Equipment Services seller in Q2 2020 was AllianceBernstein, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2020.