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HEES

H&E Equipment Services
HEES

Delisted

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

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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: 156 → 148 (-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

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$5.54M
2
GIP
Granite Investment Partners
California
+$4.68M
3
ECP
Electron Capital Partners
New York
+$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.55M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$28.4M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$6.24M
3
GWM
Geneos Wealth Management
Colorado
-$4.91M
4
Bank of America
Bank of America
North Carolina
-$2.2M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
151
Mackay Shields LLC
New York
– -$847K -57,700 Closed
CSS
152
Cubist Systematic Strategies
Connecticut
– -$592K -40,308 Closed
Los Angeles Capital Management
153
Los Angeles Capital Management
California
– -$462K -31,495 Closed
AIMCA
154
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$436K -29,700 Closed
WANY
155
Wealthspire Advisors (New York)
New York
– -$405K -27,560 Closed
ZIM
156
Zacks Investment Management
Illinois
– -$396K -26,969 Closed
MML Investors Services
157
MML Investors Services
Massachusetts
– -$355K -24,163 Closed
YMRC
158
Yorktown Management & Research Company
Virginia
– -$339K -23,100 Closed
WAM
159
Wakefield Asset Management
Colorado
– -$259K -17,639 Closed
Neuberger Berman Group
160
Neuberger Berman Group
New York
– -$248K -16,927 Closed
WSCM
161
Wellington Shields Capital Management
New York
– -$244K -16,600 Closed
EMG
162
Ellington Management Group
Connecticut
– -$228K -15,500 Closed
SSA
163
Schonfeld Strategic Advisors
New York
– -$179K -12,200 Closed
TI
164
Trexquant Investment
Connecticut
– -$168K -11,443 Closed
QC
165
Quadrature Capital
United Kingdom
– -$151K -10,300 Closed
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
– -$148K -10,060 Closed
Robeco Institutional Asset Management
167
Robeco Institutional Asset Management
Netherlands
– -$103K -7,000 Closed
RA
168
Royce & Associates
New York
– -$36K -2,463 Closed
Barrow, Hanley, Mewhinney & Strauss
169
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$30K -2,033 Closed
New York State Teachers Retirement System (NYSTRS)
170
New York State Teachers Retirement System (NYSTRS)
New York
– -$12K -800 Closed
RFM
171
Royal Fund Management
Florida
– -$8K -562 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -469 Closed
MAM
173
Meeder Asset Management
Ohio
– -$4K -307 Closed
DI
174
Disciplined Investments
Oklahoma
– -$4K -300 Closed
TCM
175
Tradewinds Capital Management
Washington
– -$1K -51 Closed
4 5 6
7
8

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.