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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 $912M invested in H&E Equipment Services in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $357K

7% more capital invested

Capital invested by funds: $851M → $912M (+$61M)

1.92% more ownership

Funds ownership: 70.85% → 72.77% (+1.9%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 151 → 150 (-1)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
47
Reduced
51
Closed
25
Calls
$1.99M
Puts
$357K
Net Calls
+$1.63M
Net Calls Change
+$320K

Top Buyers

1
PCM
Penn Capital Management
Pennsylvania
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.4M
3
SCM
SG Capital Management
Illinois
+$9.71M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$9.23M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.74M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$10.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
3
Morgan Stanley
Morgan Stanley
New York
-$8.16M
4
Norges Bank
Norges Bank
Norway
-$5.56M
5
Millennium Management
Millennium Management
New York
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
126
Eagle Bay Advisors
New York
$124K +$59.7K +1,800 +100%
FF
127
FourThought Financial
Florida
$98K – – –
AIP
128
Ameritas Investment Partners
Nebraska
$94K – – –
Canada Life
129
Canada Life
Manitoba, Canada
$89K – – –
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$86K +$82K +2,473 New
Osaic Holdings
131
Osaic Holdings
Arizona
$78K -$28.7K -864 -28%
TRCT
132
Tower Research Capital (TRC)
New York
$67K +$17.7K +535 +38%
TSW
133
Thompson Siegel & Walmsley
Virginia
$62K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$53K -$66 -2 -0.1%
TCWM
135
Total Clarity Wealth Management
Illinois
$50K +$48.1K +1,450 New
QT
136
Quantbot Technologies
New York
$48K -$19.9K -600 -30%
CCC
137
Crescent Capital Consulting
Louisiana
$42K – – –
WT
138
Whittier Trust
California
$35K – – –
ST
139
Smithfield Trust
Pennsylvania
$20K +$19.9K +600 New
ACM
140
Antonetti Capital Management
Florida
$19K +$18.2K +550 New
HI
141
Harbour Investments
Wisconsin
$10K – – –
PA
142
Parallel Advisors
California
$5K -$5.01K -151 -52%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$5K +$199 +6 +4%
QCG
144
Quadrant Capital Group
Ohio
$5K +$4.11K +124 +365%
First Manhattan
145
First Manhattan
New York
$5K +$4.97K +150 New
SPIA
146
Steward Partners Investment Advisory
New York
$3K – – –
FHA
147
First Horizon Advisors
Tennessee
$2K +$1.46K +44 New
S
148
SignatureFD
Georgia
$1K +$1.39K +42 New
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$358 – – –
DCM
150
Driehaus Capital Management
Illinois
– -$10.8M -325,241 Closed
3 4 5
6
7

HEES Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2021, worth a combined $912M — up 7.2% from $851M a quarter earlier.

Fund positioning in HEES was balanced in Q3 2021: 25 funds opened new positions, 25 closed out, 47 added to existing stakes and 51 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $14.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $10.8M sold.

  • 150 institutional investors held H&E Equipment Services (HEES) as of Q3 2021, down from 151 in Q2 2021.
  • Funds reported $912M of H&E Equipment Services stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q3 2021 and 25 closed out, a net change of 0 holders.
  • The largest H&E Equipment Services buyer in Q3 2021 was Penn Capital Management, an estimated $14.1M added.
  • The largest H&E Equipment Services seller in Q3 2021 was Driehaus Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.