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HEES

H&E Equipment Services
HEES

Delisted

HEES was delisted on the 30th of May, 2025.

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144 hedge funds and large institutions have $755M invested in H&E Equipment Services in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.05M

57% more capital invested

Capital invested by funds: $482M → $755M (+$273M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 139 → 144 (+5)

1.53% more ownership

Funds ownership: 68.48% → 70.01% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 52

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
39
Reduced
52
Closed
18
Calls
$6.97M
Puts
$2.05M
Net Calls
+$4.92M
Net Calls Change
+$2.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.16M
2
Morgan Stanley
Morgan Stanley
New York
+$6.25M
3
BlackRock
BlackRock
New York
+$5.52M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$5.27M
5
DCM
Driehaus Capital Management
Illinois
+$4.06M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
-$7.55M
2
PAM
Panagora Asset Management
Massachusetts
-$4.45M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.74M
4
Wells Fargo
Wells Fargo
California
-$2.56M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$60K +$515 +20 +1%
TRCT
127
Tower Research Capital (TRC)
New York
$53K -$759K -29,479 -94%
TSW
128
Thompson Siegel & Walmsley
Virginia
$53K – – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$45K -$17.7K -686 -31%
CCC
130
Crescent Capital Consulting
Louisiana
$36K +$30.9K +1,200 New
WT
131
Whittier Trust
California
$30K – – –
IA
132
Inspire Advisors
Idaho
$11K +$9.79K +380 New
BAM
133
Bellevue Asset Management
Washington
$8K -$7.67K -298 -54%
SPIA
134
Steward Partners Investment Advisory
New York
$7K – – –
Bessemer Group
135
Bessemer Group
New Jersey
$6K – – –
US Bancorp
136
US Bancorp
Minnesota
$6K +$1.13K +44 +27%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$5K +$26 +1 +0.5%
BSSFA
138
Baron Silver Stevens Financial Advisors
Florida
$4K +$3.86K +150 New
PA
139
Parallel Advisors
California
$3K -$13.8K -536 -82%
WT
140
Washington Trust
Rhode Island
$3K -$3.5K -136 -57%
CAM
141
ClariVest Asset Management
California
$1K – – –
POIA
142
Pin Oak Investment Advisors
Texas
$1K – – –
QCG
143
Quadrant Capital Group
Ohio
$1K – – –
AIG
144
American International Group
New York
$555 -$13.8K -534 -3%
LOAMU
145
Lombard Odier Asset Management (USA)
New York
– -$1.95M -99,000 Closed
MWNA
146
Marshall Wace North America
New York
– -$1.49M -75,752 Closed
First Trust Advisors
147
First Trust Advisors
Illinois
– -$1.06M -54,119 Closed
AL
148
AJO LP
Pennsylvania
– -$1M -50,977 Closed
Marshall Wace
149
Marshall Wace
United Kingdom
– -$861K -43,808 Closed
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
– -$703K -35,799 Closed
3 4 5
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HEES Hedge Fund Activity: Q4 2020 in Review

144 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2020, worth a combined $755M — up 57% from $482M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEES positions and 18 closed out — a net gain of 7 holders — while 39 added to existing stakes and 52 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $8.16M. The largest seller was Portolan Capital Management, cutting an estimated $7.55M.

  • 144 institutional investors held H&E Equipment Services (HEES) as of Q4 2020, up from 139 in Q3 2020.
  • Funds reported $755M of H&E Equipment Services stock for Q4 2020, up 57% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q4 2020 and 18 closed out, a net change of +7 holders.
  • The largest H&E Equipment Services buyer in Q4 2020 was Janus Henderson Group, an estimated $8.16M added.
  • The largest H&E Equipment Services seller in Q4 2020 was Portolan Capital Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2020.