H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
153 hedge funds and large institutions have $1.17B invested in H&E Equipment Services in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
126% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $1M
36% more capital invested
Capital invested by funds: $860M → $1.17B (+$306M)
11% more funds holding
Funds holding: 138 → 153 (+15)
12% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$17.8M |
| 2 |
FAM
Fred Alger Management
New York
|
+$8.81M |
| 3 |
ClearBridge Investments
New York
|
+$6.99M |
| 4 |
NAM
Nichols Asset Management
Sudbury,
Massachusetts
|
+$6.39M |
| 5 |
Bank of New York Mellon
New York
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$25.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.7M |
| 3 |
O
OppenheimerFunds
New York
|
-$10.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.99M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$6.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Envestnet Asset Management
Chicago,
Illinois
| $3K | -$498 | -15 | -18% |
|
|
WA
152
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
153
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $918 | -$2.02K | -61 | -0.3% |
|
154
Walleye Trading
New York
| $21 | +$11.6K | +349 | +205% |
|
|
CCM
155
Cadence Capital Management
Boston,
Massachusetts
| – | -$3.44M | -116,035 | Closed |
|
156
JP Morgan Chase
New York
| – | -$933K | -31,501 | Closed |
|
|
ARTA
157
A.R.T. Advisors
New York
| – | -$716K | -24,179 | Closed |
|
158
Tudor Investment Corp
Stamford,
Connecticut
| – | -$483K | -16,300 | Closed |
|
|
SCM
159
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$380K | -12,811 | Closed |
|
160
Nomura Holdings
Tokyo,
Japan
| – | -$373K | -12,607 | Closed |
|
|
STC
161
SEI Trust Company
Oaks,
Pennsylvania
| – | -$232K | -7,828 | Closed |
|
|
WEC
162
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$18K | -595 | Closed |
|
HEES Hedge Fund Activity: Q1 2014 in Review
153 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2014, worth a combined $1.17B — up 36% from $860M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HEES positions and 8 closed out — a net gain of 16 holders — while 52 added to existing stakes and 59 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $17.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $25.3M.
- 153 institutional investors held H&E Equipment Services (HEES) as of Q1 2014, up from 138 in Q4 2013.
- Funds reported $1.17B of H&E Equipment Services stock for Q1 2014, up 36% quarter-over-quarter.
- 24 funds opened new H&E Equipment Services positions in Q1 2014 and 8 closed out, a net change of +16 holders.
- The largest H&E Equipment Services buyer in Q1 2014 was Macquarie Group, an estimated $17.8M added.
- The largest H&E Equipment Services seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $25.3M sold.
Based on aggregated 13F filings for Q1 2014.