H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
186 hedge funds and large institutions have $1.19B invested in H&E Equipment Services in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 30 closing their positions.
1,624% more call options, than puts
Call options by funds: $8.93M | Put options by funds: $518K
12% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 69
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.61% less ownership
Funds ownership: 77.02% → 75.42% (-1.6%)
5% less funds holding
Funds holding: 195 → 186 (-9)
8% less capital invested
Capital invested by funds: $1.28B → $1.19B (-$96.6M)
30% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 30
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.85M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$4.72M |
| 3 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$4.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.03M |
| 5 |
BlackRock
New York
|
+$3.79M |
Top Sellers
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$38.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$13.7M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.92M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.72M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$5.53M |
HEES Hedge Fund Activity: Q3 2023 in Review
186 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2023, worth a combined $1.19B — down 7.5% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of HEES and 21 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 77 added.
The largest buyer was Arrowstreet Capital, adding an estimated $5.85M. The largest seller was American Century Companies, cutting an estimated $38.1M.
- 186 institutional investors held H&E Equipment Services (HEES) as of Q3 2023, down from 195 in Q2 2023.
- Funds reported $1.19B of H&E Equipment Services stock for Q3 2023, down 7.5% quarter-over-quarter.
- 21 funds opened new H&E Equipment Services positions in Q3 2023 and 30 closed out, a net change of -9 holders.
- The largest H&E Equipment Services buyer in Q3 2023 was Arrowstreet Capital, an estimated $5.85M added.
- The largest H&E Equipment Services seller in Q3 2023 was American Century Companies, an estimated $38.1M sold.
Based on aggregated 13F filings for Q3 2023.