H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
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.
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
Top Buyers
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$8.16M |
| 2 |
Morgan Stanley
New York
|
+$6.25M |
| 3 |
BlackRock
New York
|
+$5.52M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$5.27M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$4.06M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Squarepoint
New York
| – | -$394K | -20,058 | Closed |
|
152
Tudor Investment Corp
Stamford,
Connecticut
| – | -$350K | -17,793 | Closed |
|
153
Allianz Asset Management
Munich,
Germany
| – | -$346K | -17,594 | Closed |
|
|
VAM
154
Verity Asset Management
Durham,
North Carolina
| – | -$277K | -14,106 | Closed |
|
155
Voloridge Investment Management
Jupiter,
Florida
| – | -$249K | -12,678 | Closed |
|
|
GCP
156
GSA Capital Partners
London,
United Kingdom
| – | -$229K | -11,656 | Closed |
|
|
BB
157
Busey Bank
Urbana,
Illinois
| – | -$220K | -11,192 | Closed |
|
|
BFM
158
Boothbay Fund Management
New York
| – | -$219K | -11,125 | Closed |
|
159
Simplex Trading
Chicago,
Illinois
| – | -$101K | -3,939 | Closed |
|
160
Lazard Asset Management
New York
| – | -$31K | -1,578 | Closed |
|
|
GT
161
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -101 | Closed |
|
|
CG
162
Cutler Group
San Francisco,
California
| – | -$1K | -67 | Closed |
|
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.